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Buying shares as a SME (Pty Ltd) - How to 'Xero'
Investing Strategy
Hi Community, I'm thinking of using a portion of my retained earnings to invest in ETF's. Does anyone have experience with this? What would be the best way to approach? What accounts? BAS excluded? Franking Credits? Capital gain? Thank you! Tom
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Tom null
Asked on 19 August 2025
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Hey Tom. I don’t have any experience with this personally, but given the potential complexity involved I’d lean towards paying for advice in this area.
A friend of mine wanted to do this but his accountant advised against it for a few reasons, but it likely depends on the situation and there is nuance involved.
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