The Best Way to Structure Offshore Wealth for South Africans | Investonline

Most wealthy South Africans who move money offshore assume the hard part is picking the right fund. The costlier mistake is usually the structure around it, and it often only surfaces when an estate takes two to three years to wind up and beneficiaries cannot reach their capital. In this video, Jannie Smit, senior financial planner at Investonline, unpacks the four most common mistakes South Africans make when investing offshore, and explains why an offshore investment wrapper is, in our view, the most tax-efficient and estate-friendly way to hold global wealth. Topics covered in this video: 00:00 Why high-net-worth South Africans are moving capital offshore 01:08 The four mistakes South Africans make when investing offshore 02:55 The offshore investment wrapper explained 03:36 The tax advantages of the wrapper 04:55 The estate planning advantages of the wrapper 05:53 Feeder funds versus direct offshore: why the tax outcome differs 06:48 A worked comparison of the two structures 07:25 The investment universe available inside the offshore wrapper 07:59 How Investonline can assist you 08:59 Contact Investonline for an introductory meeting 📝 Register to attend our upcoming webinar - https://www.investonline.co.za/webinar/ 🌐 Visit us at https://www.investonline.co.za to explore our services or book an introduction meeting. 🔢 Try our Retirement Calculator https://www.investonline.co.za/calcul... 🌍 Serving clients across South Africa and abroad ☎️ 021 001 2323 📧 info@investonline.co.za 💡 For more insights Visit the Investonline Insights library for expert webinars and commentary designed to help you elevate your retirement and investment strategies. Subscribe for future episodes and updates. Disclaimer: Investonline is a registered Financial Services Provider 40592. This webinar video is for educational purposes only and does not constitute personalised financial advice. Please consult with a qualified planner to discuss your unique situation. Work. Wisdom. Wealth. #investments #retirement #retirementplanning #estateplanning #wealth