by Asset Tree | Aug 30, 2022 | tax
1. What’s the difference between CGT and income tax? CGT is a component of your income tax. When you sell an investment, 40% of the profit is added to your income and taxed at your marginal tax rate. CGT can apply to shares, unit trusts, property, crypto currency and...
by Asset Tree | Aug 12, 2022 | Uncategorized
I hope you are well and staying safe. It’s been an interesting year for investors. Given the state of the global economic outlook, there has been a lot talk of an impending recession, or even that we’re already in one. Understandably, this may leave you feeling...
by Asset Tree | Aug 12, 2022 | Uncategorized
Executive Summary: o Bull markets trump bear markets o Attempting to time the market will be detrimental to your performance o “There are only two types of people when it comes to market timing: (1) People who cannot do it, and (2) People who have not realized that...
by Asset Tree | Aug 12, 2022 | Saving & Investing
“It takes as much energy to wish as it does to plan.” (Eleanor Roosevelt) A lot of people don’t like budgeting. Many try it for a few months but give up because it’s too inconvenient. They feel it restricts their enjoyment of life and leaves them feeling guilty about...
by Asset Tree | Jul 20, 2022 | Retirement Planning
Why don’t entrepreneurs diversify for retirement? Apart from optimism, confidence and risk tolerance, the main reason entrepreneurs keep reinvesting in their businesses as opposed to building up a separate investment portfolio, is that they believe that the return on...
