Blogs written by Arno Goebel

Budget 2017 - How it Affects Trusts

Category: Trusts | By Arno Goebel

23 February 2017  |  Trusts, Tax

The big news is that trusts are now taxed at 45%, up 4% in line with the new top marginal rate for individuals on taxable income in excess of R1.5 million ... Read more

How Section 7C Affects Loans to Trusts

Category: Tax | By Arno Goebel

12 February 2017  |  trusts, tax

Effective 1 March 2017, section 7C will stop the well-used technique of donating back low interest or interest fee loans to trusts ... Read more

Davis Committee 2nd Interim Report

Category: Tax | By Arno Goebel

29 September 2016  |  tax, estates

The committee released its second interim report on the 24th of August. It is important to stress that these are only recommendations and not law until ... Read more

Trust Loan to a Company

Category: Trusts | By Arno Goebel

26 May 2015  |  Companies, Dividends, Tax, Trusts

A lot of tax planning is done around loans between companies and trusts and it is important to understand the re-characterisation rules Read more

New Trust Tax Return

Category: Tax | By Arno Goebel

25 November 2014  |  Tax, Trusts

The good news is that trusts are here to stay – at least that is what I believe... Read more

Right of Pre-Emption in a Shareholder Agreement vs Provision in the Will

Category: Wills | By Arno Goebel

10 October 2014  |  Estates, Executors, Law, Shareholders

The right of pre-emption is a contractual arrangement, usually between shareholders... Read more

New anti-avoidance amendment may render dividends taxable!

Category: Tax | By Arno Goebel

01 October 2014  |  Dividends, Estates, Executors, Law, Trusts

Changes to the tax legislation announced in the Budget-Speech... Read more

Nominating a Foreign Executor – is this a good idea at all and why?

Category: Wills | By Arno Goebel

01 October 2014  |  Estates, Executors, Shareholders, Trusts

Should you discourage clients from nominating a foreign Executor in their Wills? Read more