Capital Alchemy

We are absolutely delighted to welcome the esteemed CEO of GSM Law and renowned tax expert, Ulrik Strandvik, to the Capital Alchemy podcast. In this episode, our host Tatenda Chikombero sits down with Ulrik for an insightful discussion about the current tax landscape in South Africa, covering a variety of important topics, including:  
The key issues in South Africa’s tax system: An in-depth exploration of the primary challenges and issues facing tax in South Africa today. 
Local trusts with offshore beneficiaries: Insightful analysis of how local trusts manage and operate with beneficiaries located offshore. 
Offshore trusts with local beneficiaries: A detailed look at the dynamics and implications of offshore trusts that have beneficiaries within South Africa. 
Golden visas and tax emigration: Discussion on the advantages and complexities associated with golden visas and the process of tax emigration. 
The potential introduction of a wealth tax: Examination of the possible impacts and considerations of implementing a wealth tax in South Africa. 
Offshore jurisdictions: An overview of various offshore jurisdictions  
This episode promises to provide valuable insights and practical advice for navigating the ever-changing landscape of tax in South Africa. Tune in for a thorough and enlightening discussion with one of the leading experts in the field. 
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

Certified Financial Planner Kobus Kleyn is on a mission to transform the financial services profession into a fully fledged noble one. With a deep-seated belief in the value of ethics and integrity, Kobus aims to elevate the standards of financial planning, ensuring that it is recognized as a truly honorable profession. In this episode, Kobus joins Tatenda and Lerato to share his insights on several key topics that are critical for both financial planners and their clients, particularly focusing on lifestyle financial planning. 
Our conversation covers: 
The noble professional of a Certified Financial Planner: Kobus discusses what it means to be a Certified Financial Planner, focusing on the ethical considerations and professional standards that distinguish this role, which are central to lifestyle financial planning. 
The ideal time to retire: An exploration of the factors that influence the best time to retire, tailored to individual circumstances and financial goals, integral to effective financial planning. 
Making the most of retirement: Tips and strategies for maximizing the quality of life in retirement, including financial management and personal fulfillment, key aspects of lifestyle financial planning. 
Diversification: The importance of diversification in investment portfolios to manage risk and enhance returns, a fundamental principle of financial planning. 
Finding the right balance of offshore and domestic investments for your circumstances: Advice on how to balance offshore and domestic investments based on personal financial situations and goals, critical for comprehensive financial planning. 
Running a virtual practice and working from anywhere: Kobus shares his experience and tips for successfully operating a virtual financial planning practice, highlighting the flexibility and benefits of working from anywhere in the world, which aligns with the principles of lifestyle financial planning. 
Disclaimer: The views, thoughts and opinions expressed within the article / video are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this article does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.