Offshore Investment

 

DIVERSIFY OFFSHORE

FOR BETTER RETURNS
& LONG-TERM WEALTH CREATION

OFFSHORE investing has been a cornerstone of the Brenthurst Wealth strategy over the past years. Investors who did not increase their offshore investment exposure in recent years have suffered a tremendous opportunity cost and in some cases, particularly over one, two and three years, have not seen any real increase in the real value of their investments in rand terms.

Many South African investors are asking whether there is any benefit to investing offshore now that the domestic economy seems to be on the upturn.

Clients of Brenthurst Wealth will be well aware of our long-standing investment strategy of increasing offshore exposure across all our portfolios. Offshore diversification has long been an underlying theme in our investment portfolios, which was accelerated from about 2010 onwards.

At the time our investment approach was met with substantial resistance, but the events since then, as well as the relative investment performance over the past years, has vindicated this position and has added considerable wealth to our clients.

Investors who added offshore diversification to their portfolios are today considerably better off than those who did not.

Despite the relative strengthening of the rand versus the US dollar and other major currencies, we do not see this as a major turning point in the fortunes of the local currency. We see it rather as a temporary reprieve from further currency weakness and will be using this period of relative strength to add to our offshore portfolios on behalf of our clients.

 

 

Brenthurst Wealth considers offshore diversification integral to long-term wealth creation and offers a range of investment funds across all asset classes.

Investors who added offshore diversification to their portfolios are today considerably better off than those who did not.

Brenthurst Wealth has access to some of the best fund managers in the world including Templeton, Orbis, Investec and many others.
Many of the these investment companies are not present in South Africa and the only way to invest in some of the best-performing funds in the world is by making use of the foreign investment allowance.
Brenthurst also makes use of local asset- swap investment portfolios for investors and entities who do not wish to make use of the foreign exchange allowance.

Our foreign investment services include:

Applying for foreign exchange clearance via SARS and the SA Reserve Bank.

 Arranging placement of cleared funds with one of the investment platforms, 

Setting up of offshore trusts, foreign bank accounts & other related services.

South African individual investors are allowed to invest up to R11 million per calendar year, anywhere in the world. R10 million via an approved tax clearance and R1 million on their Single Discretionary Allowance.

BUYING OR SELLING FOREX
BEST CURRENCY EXCHANGE RATES AVAILABLE


Should you wish to make use of your offshore allowance please do not hesitate to contact  BWM foreign exchange consultants

 SUZEAN HAUMANN or ESMERIE PIENAAR.

 

Suzean Haumann

ESMERIE PIENAAR

Brenthurst Wealth Management (Pty) Ltd. is an authorised FSP in terms of the FAIS Act, 2002 (FSP No 7833) © 2018 Brenthurst Wealth Management. All Rights Reserved.

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