Season 15 Episode 1

Wendy Myers on how South Africans can invest offshore

04 September 2026 · 22:42 min

Offshore investing gives South Africans access to global markets, but choosing the right structure can make a major difference to tax, costs, and flexibility.

Wendy Myers, Head of PSG Securities, explains the practical options available to local investors who want to diversify internationally. These include investing directly through an offshore platform, using rand-denominated feeder funds and JSE-listed ETFs, buying dual-listed shares, or accessing institutional asset swap facilities.

She also unpacks offshore life wrappers and why they can offer estate-planning and tax advantages, including reducing complications around foreign estate administration and situs tax. Myers explains why investors should decide on the right investment vehicle before moving money offshore, as changing structures later can trigger capital gains and additional costs.

The discussion also covers offshore risk profiles, dividend-paying shares versus high-growth technology stocks, ETF investing, currency conversion, and why investors should avoid panic-selling quality companies during periods of weakness.

0:00 Intro
1:06 Ways to invest offshore
4:58 Choosing the right investment structure
6:54 Direct investing, asset swaps, and life wrappers
11:52 Building an offshore portfolio
14:54 Researching international investments
17:43 Managing different currencies
19:03 Avoiding costly investing mistakes

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