Module 01
The Tax Advantage
How the allowance works, qualifying stock, and what SARS expects in your records.
~45 min
Education
Learn before you buy.
Practical guidance for South African homebuyers and families, from finance readiness to legal and ownership essentials.
Outcomes
Built for confident decisions.
Each module is designed around real home-buying journeys in South Africa so you can make clear, informed choices before you commit.
- 01Read a development prospectus with tax and finance lenses
- 02Model rough tax benefits before you speak to a tax practitioner
- 03Ask better questions of your attorney, banker, and independent trustee
- 04Avoid common compliance gaps that delay bond registration
Curriculum
Core modules
Self-paced lessons with clear checkpoints. Full video hosting can be wired to your provider when you are ready.
Module 02
Trust Structures
When an independent trustee matters, common pitfalls, and alignment with your bank.
~40 min
Module 03
Financing Growth
Understanding rates, LTV, and how lenders assess your home loan application.
~35 min
Module 04
Monthly Budget & Cash Flow
Plan repayments, levies, rates, and monthly costs before you commit.
~30 min
Resource
The 2026 Playbook
A concise PDF-style companion to the modules — checklists, glossary, and links to SARS guidance. Placeholder until your asset is connected.
Request the playbookNext step
Pair learning with live numbers.
Run bond and affordability scenarios on the same assumptions you use in the course, then book a call with our team.
Go to calculatorsFAQ
Is this tax or legal advice?
No. This curriculum is for education only. Always confirm structure, deductions, and compliance with your registered tax practitioner and legal advisors before you transact.