Hurlbatt and Associates

Hurlbatt and Associates We are a group of passionate financial planners who specialize in helping our clients plan for their financial futures and protect their livelihood.

We would love the opportunity to help you.

From 1 July 2026, all travellers entering or leaving South Africa must complete the SARS Online Traveller Declaration be...
03/07/2026

From 1 July 2026, all travellers entering or leaving South Africa must complete the SARS Online Traveller Declaration before travelling.

🛂 Complete your declaration within 24 hours before departure to help avoid delays at Customs.

Who does this apply to?
✔️ South African citizens
✔️ Permanent residents
✔️ Foreign visitors

Don’t get caught out—plan ahead and travel with confidence.

Customs TravelSmart

01/04/2026

Our annual Hurlbatt and Associates, together with PCS, client presentation 🤝✨

This year we did something a little different — we invited the beneficiaries of our clients to join us for breakfast and be part of the conversation. ☕🥐

Too often, financial planning conversations begin and end with the wealth creator, leaving beneficiaries out of the process. This can create uncertainty and confusion when the wealth creator passes away.

At Hurlbatt and Associates, we are passionate about including the entire family. 👨‍👩‍👧‍👦
We believe in open conversations, shared understanding, and ensuring continuity for generations to come.

Because true financial planning isn’t just about building wealth — it’s about preparing the people who will one day carry it forward. 💼💬✨

🚨 Budget Speech 2026 – Key Tax Changes You Need to Know! 🇿🇦💼Big updates announced by National Treasury – effective 1 Mar...
25/02/2026

🚨 Budget Speech 2026 – Key Tax Changes You Need to Know! 🇿🇦💼

Big updates announced by National Treasury – effective 1 March 2026 (VAT change from 1 April 2026). Here’s what this means for YOU:

✨ Tax-Free Investment Limit Increased
Annual contribution: R36 000 ➡️ R46 000
That’s an extra R10 000 per year growing completely tax-free!

💰 Retirement Fund Deduction Increased
Annual deduction: R350 000 ➡️ R430 000
More room to maximise your retirement savings and reduce taxable income.

📈 Capital Gains Tax (CGT) Changes
• Annual exclusion: R40 000 ➡️ R50 000
• CGT exclusion on death: R300 000 ➡️ R440 000
• Primary residence exclusion: R2 million ➡️ R3 million

🏢 Small Business & VAT Relief
• Turnover tax threshold: R1 million ➡️ R2.3 million
• Compulsory VAT registration: R1 million ➡️ R2.3 million (effective 1 April 2026)

👉 These changes create incredible planning opportunities — whether you’re building wealth, reviewing your estate plan, or growing your business.

As always, the key isn’t just knowing the changes… it’s structuring your finances correctly around them.

If you’d like to review how this impacts your financial plan, let’s chat. 📩

✨ Maximize your money with expert guidance! ✨Your financial goals deserve a strategy — not stress. Whether you're planni...
16/02/2026

✨ Maximize your money with expert guidance! ✨

Your financial goals deserve a strategy — not stress. Whether you're planning for a home, car, investments, or a secure future, the right advice makes all the difference.

Let’s build your financial freedom together. 💼💡

📲 WhatsApp us to get started!

12/02/2026

With the tax deadline fast approaching, here are a few simple steps to help you can get ahead, reduce your tax bill, and feel good about closing out the tax year.

12/02/2026

Address

THYNK Square BUILDING, OLD MUTUAL/4TH FLOOR, 197 PETER MOKABA Road
Durban

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Telephone

+27781276531

Website

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