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Messages - Adrian Punt

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Shares / UNit trust linked RA or ETF linked RA
« on: April 18, 2021, 11:04:37 pm »
I've recently moved my Retirement Annuity funds from Liberty to Easy Equities.


Easy Equities offer a Unit Trust linked RA options such as : Satrix Balanced Fund, Allan GRay Balanced Fund etc.


And then there is what they call "Bundles" which includes some Cannon Asset Managers and Emporer Asset Management (Kilimanjaro, Denali etc.)


Fundamentally, what is the difference between those 2 options? It looks like I'll be going the 'Bundle' route with Denali Core.


Anyone know anything about this RA choice with Easy Equities?

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Shares / Transferring FNB TFSA (shares) into EE
« on: September 19, 2020, 09:31:47 pm »
Help please.

I have 3 TFSA accounts with FNB.

First was an Ashburton TFSA account (invested in the Mid Cap and Top40). No problem transferring it over into EE.

Next I have a TFSA (cash) account which I'll transfer over later.

But I also have a TFSA (shares) account (https://www.fnb.co.za/invest/tax-free-accounts/taxFreeSharesAccount.html   <----on of those)

FNB is saying I need to sell these shares first and then transfer as cash to Easy Equities.

Is this right?

How come I was able to transfer the Ashburton one without having to sell. That too was in shares, not cash.

I don't want to sell, as if I am not mistaken this will impact my annual limit.


Anyone else experience a similar predicament before?


Hope someone can help!

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