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ANNUAL FINANCIAL STATEMENTS AS REQUIRED BY LAW
Business interest is defined as “the right or entitlement of a person, through ownership,
agreement, relationship or otherwise, alone or together with another person.

2023 BUDGET SPEECH – IMPORTANT UPDATES AND AMENDMENTS
Business interest is defined as “the right or entitlement of a person, through ownership,
agreement, relationship or otherwise, alone or together with another person.

HOW TO MAXIMISE TAX BENEFITS BEFORE THE END OF THE TAX YEAR
We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%

SEASON’S GREETINGS!
Business interest is defined as “the right or entitlement of a person, through ownership,
agreement, relationship or otherwise, alone or together with another person.

CORPORATE INCOME TAX PLANNING
Business interest is defined as “the right or entitlement of a person, through ownership,
agreement, relationship or otherwise, alone or together with another person.
FUND FOCUS: ALLAN GRAY BOND FUND
We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%

FUND FOCUS: ALLAN GRAY BALANCED FUND
We continue, with our fund focus, and this month we look at the Allan Gray Balanced Fund. The Fund invests in a mix of shares, bonds, property, commodities and cash. The Fund can invest a maximum of 45% offshore. The maximum net equity exposure of the Fund is 75%

BUY AND SELL OF BUSINESS INTEREST
Business interest is defined as “the right or entitlement of a person, through ownership,
agreement, relationship or otherwise, alone or together with another person.
BUSINESS CONTINUITY – THE BUY AND SELL ARRANGEMENT
Business owners have the need to ensure that there will be continuation of the business upon the death or disability of a co-owner. They further want security in knowing that the disposal of their business interests will be dealt with in an orderly manner.

SOUTH AFRICAN REVENUE SERVICES: AUTO ASSESSMENT
An auto-assessment is based on data that SARS has received from third parties such as employers,
medical aids, banking institutions and retirement/investment funds. Once SARS has completed the auto-assessment the system will let you know.
