Fundi Blue Star
Fundi Blue Star
Our passion is creating financial peace of mind.
What sets Fundi BlueStar apart?
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Our passionate commitment to your personal financial development and wellbeing
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Lifelong involvement in your financial welfare
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A wide range of in-house financial expertise
Our business is built on the pillars of:
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Experience and professionalism
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Transparency
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Loyalty and compassion
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Profitability and Sustainability
We believe in spending time with you on a regular basis to understand your particular needs and circumstances. This is matched with a unique and individually researched solution, providing you with a "roadmap" to financial freedom. Our “roadmap” includes the following features:
Personal
Our advice is tailored to your specific needs and reviewed regularly to remain appropriate.
Confidential
Your privacy and security in financial matters are a priority to us so we pay detail attention to data and document security.
Holistic
An undertaking that we will cover all aspects of your lifetime needs based on a complete financial analysis with your financial freedom in mind.
Relevant
We assist you to make well informed choices and prevent costly consequences through timely actions by remaining up to date with relevant economic trends and legislative amendments.
Accurate
Our trustworthy advice is based on attention to detail; this ensures that we can provide you with accurate information to base your decisions on.
e-Filing With Ease
eFiling is a free, simple and secure way of interacting with SARS from the comfort and convenience of your home or office.
Group Online Services
Sanlam gives you the freedom and the convenience to have control of your investments and other financial services business at your fingertips. Make use of our Online Services – they’re here to make your life a whole lot easier!
Connect with Us
WE ARE HERE TO HELP YOU DRIVE CHANGE
TOGETHER WE WILL SHAPE THE FUTURE.
TEL:
082 416 077482 416 0774
MAIL:
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FostNews
JANUARY 2015
TAXATION
Exchange of information between RSA and International Authorities
I received an email enquiry recently regarding a FATCA email notification sent by Old Mutual. This took me back to the 1990’s and early 2000’s when we were requested to obtain amnesty from the SA Reserve Bank in respect of foreign investments. The process of international co-operation has not gone away. It is driven by the fact that most countries tax their residents on worldwide income. Earlier newsletters have discussed the residence issues pertaining to South Africans.