Corporate and Personal Financial Planning is widely viewed as the authoritative reference for all professionals in insurance, tax or investment-related professions. It comprises a comprehensive commentary with numerous worked examples and concise summaries. It also includes extracts of all relevant legislation for quick and easy referencing.
Corporate and Personal Financial Planning is recommended by the Financial Planning Institute as additional reading material for student members of the institute.
The work is updated annually and is available in printed and online format as well as on DVD as part of the Financial Planning Services Library
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Taxation of individuals, trusts and deceased estates
- Long-term Insurance Act
- Policies owned by companies or employers on the lives of employees
- Retirement annuity funds
- Pension, provident and benefit funds
- The taxation of lump-sum benefits derived from any fund
- Applying and reducing the average rate of tax
- Restrictions on certain policies
- The separate funds approach
- Donations tax
- Estate duty
- Capital gains tax
- Business life assurance: buy-and-sell arrangements
- Voluntary annuities
- Disability benefits
Includes useful extracts from the following Acts:
- Income Tax Act 58 of 1962 (including extracts from the Eighth Schedule relating to capital gains tax)
- Estate Duty Act 45 of 1955
- Pension Funds Act 24 of 1956
- Tax on Retirement Funds Act 38 of 1996
- Long-term Insurance Act 52 of 1998
- Revenue practice notes applicable to retirement Funds
- Tax rates