Category Archives: Tax Smart Investing Series

Tax Smart Series: 2. Section 12J VCC Investment

Basically, a Section 12J VCC Investment buys shares in a specific type of company. There are several reasons why you might choose this type of investment vehicle, but primarily it assists in optimising tax for companies and trusts. For a quick overview, please watch the video below or if you need financial advice on your investments,…
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Tax Smart Series: 1. Retirement Annuities

Our hope with these videos is to highlight investments that are tax favourable and can help you grow your wealth faster. The first of these is the Retirement Annuity (RA), which is essentially a personal pension fund. Ruark works through some of the key benefits of owning an RA in this clip - we hope this…
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