Corporate & Personal Financial Planning 2023
A commentary on the essential aspects of corporate and personal financial planning. Includes extracts from relevant legislation. Available Dec 2022.
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Product description
A commentary on the essential aspects of corporate and personal financial planning. Includes extracts from relevant legislation. Available Dec 2022.
Corporate & Personal Financial Planning is a practical and informative publication that provides the tax and financial planner with all the essentials for corporate and personal financial planning. Written by a well known expert in this field, it contains a comprehensive commentary on taxation of individuals, trusts and deceased estates, donations tax, estate duty and CGT, long-term insurance, retirement funds and disability benefits. There are numerous worked examples, concise summaries and extracts of all relevant legislation, including extracts from the Income Tax, Estate Duty, Pensions Funds and Long-term Insurance Acts, as well as Practice Notes applicable to retirement funds, for quick and easy referencing.
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Table of contents
Part A - Commentary
Chapter 1 - Taxation of individuals, trusts and deceased estates
Chapter 2 - The Long-term Insurance Act
Chapter 3 - Policies owned by companies or employers on the lives of employees
Chapter 4 - Retirement annuity funds
Chapter 5 - Pension, provident and benefit funds
Chapter 6 - The taxation of lump sum benefits derived from a retirement fund
Chapter 7 - Annuity options at retirement
Chapter 8 - Restrictions on certain policies
Chapter 9 - The separate funds approach (for the taxation of long-term insurers)
Chapter 10 - Donations tax
Chapter 11 - Estate duty
Chapter 12 - Capital gains tax
Chapter 13 - Business life assurance: Buy-and-sell arrangements
Chapter 14 - Voluntary annuities
Chapter 15 - Disability benefits
Appendix I - Compound interest table (one Rand principal)
Appendix II - Compound interest table (one Rand per annum paid in advance)
Part B - Legislation
Section A - Rates of normal tax and rebates
Section B - Extracts from the Income Tax Act 58 of 1962
Section C - Extracts from the Estate Duty Act 45 of 1955
Section D - Revenue Practice Notes applicable to retirement funds
Section E - Extracts from the Pension Funds Act 24 of 1956
Section F - Extracts from the Long-term Insurance Act 52 of 1998
