Tax Saving Strategies at Retirement 3 of 6 - Invest Offshore Tax Efficiently

Please note: Capital Gains Annual Exemption increase to R50,000, effective 1st March 2026 Tax Saving Strategies at Retirement: Part 3 of 6 – Invest Offshore Tax Efficiently Considering that South African equities make up only approximately 0.5% of global investable equities, diversifying one’s investment portfolio into markets outside of South Africa would benefit most investment portfolios. In this video, I discuss two common investment approaches that are available for one to gain offshore equity exposure, and I show you how the one approach can be more tax efficient than the other. This video is not exclusively for people approaching or at retirement. This video is for anyone who is interested to learn more about the most tax-appropriate options available to gain exposure to equity markets outside of South Africa. The information shared here is for general informational purposes only and does not constitute financial, legal, tax, or investment advice. The views expressed are those of the author and do not necessarily reflect the opinions or positions of Gradidge-Mahura Investments. Although we strive to provide accurate and up-to-date information, this content may not be suitable for your individual circumstances. Before making any financial decisions, please consult a licensed Financial Planner registered with the Financial Sector Conduct Authority (FSCA) who can provide tailored advice based on your unique needs. All investments carry risk, including the potential for loss of capital and past performance is not a guarantee of future results. Any reference to specific products or services is not an endorsement or recommendation. Gradidge-Mahura Investments is an authorized financial services provider (FSP No. 36327). Correction: 08:45Capital Gains Annual Exemption increase to R50,000, effective 1st March 2026 09:50 Capital Gains Annual Exemption increase to R50,000, effective 1st March 2026