Tax Guide • 2023-2024
(Provided by PKF)
The Budget Tax Guide 2023
DISCLOSURES TO CLIENTS
FAIS Disclosures
FICA
Address Declaration by Client
POPI Act
POPI Compliance Statement
GAP COVER
STRATUM BENEFITS
GAP Claim Form • 2023
You can also submit your claim online:
Basic Guide to Submitting a Claim
Examples of GAP claims
KAELO & WESTERN GAP
Western GAP Claim Form • 2023
Kaelo GAP Claim Form • 2023
You can also submit your claim online:
SIRAGO
Sirago Claim Form • 2023
Basic Guide to Submitting a Claim
(Claims can also be submitted online, quick and easy)
Our Approach to Investments
(Investment Policy Statement)
MARKET OVERVIEWS
October 2023
UNDERSTANDING THE WORLD OF INVESTMENTS
EDUCATIONAL RESOURCES
What are Unit Trusts and how do they work?
Navigating Investment Jargon & Terminology
Understanding Asset Classes and Asset Allocation
The Ins and Outs of Income Distributions
The Why, How and What of a Minimum Disclosure Document (MDD).
INVESTMENT RESOURCES
GENERAL INFORMATION
Different Investment Vehicles
Tax-Free Investments
• A Must for Every Investor (2023)
Retirement Annuities
• The Most Tax Efficient Investment Vehicle (2023)
Feeder vs Direct Investment Funds