Financial year ending 28 February 2017 is at our doorstep. Should you consider to start a Retirement Annuity (RA), increase your contributions or to make use of the tax concession for the current tax year, we urge you to act before the end of the tax year (28 February 2017), and to give instruction to our office preferably before 15 February 2017.
Should you consider Ad Hoc payments to your Retirement Annuity, the instruction must reach us before the 15th of February 2017.
Why consider Ad Hoc contributions into your RA?
An Ad Hoc payment may ensure that the tax benefit of your RA could be utilized to its full potential.
We therefore invite you to contact our offices to assistance with:
a. making an Ad Hoc payment to your retirement provision before Financial Year end,
b) advice and revision of your current retirement provision,
c) increasing your retirement provision contributions.
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Years in the industry: 1999 to …
Leon’s working knowledge of the financial services industry and his exceptional business acumen continues to guide the development and growth of the Origin Group of Companies and positions us as one of the leading niche financial service providers in southern Africa.
Leon has assisted clients in all areas of financial advice, including life, investment, retirement and estate planning. He also has extensive experience in short-term insurance, particularly in the commercial short-term insurance space.
He is a member of the Financial Planner Institute (FPI) and the Financial Intermediary Association (FIA), where he serves in a representative capacity on a regional and national level.
Braaibroodjie lover, Lions rugby fan, sci-fi geek, wannabe farmer, coffee snob