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LATEST Financial Planning  

International wills – family dynamics are part of the process

International wills – family dynamics are part of the process

11 Jul 2021 /  Jonathan Colclough  
How to avoid disputes in inheritance.
Owning assets in a foreign country

Owning assets in a foreign country

3 Jul 2021 /  Rehana Cassiem  
Is there a need for a separate Will?
Know the risks involved when getting life insurance

Know the risks involved when getting life insurance

26 Apr 2021 /  Nompu Siziba  
‘Our advice is to protect your income while you're alive by purchasing income protection, if you can. Leave your spouse after-death income benefits’: Leza Wells, chief product actuary, FMI.
Stick with credible operators, say crypto providers in response to FSCA health warning

Stick with credible operators, say crypto providers in response to FSCA health warning

19 Mar 2021 /  Ciaran Ryan   5
FSCA says it has over 170 open investigations on the go, many related to possible crypto scams.

LATEST Personal Finance  

How young adults in the Covid-19 era can get their savings back on track

How young adults in the Covid-19 era can get their savings back on track

31 Jul 2021 /  Jaco Prinsloo   4
Short-term gratification can lead to long-term pain.
Learn how to save with Moneyweb during #NationalSavingsMonth

Learn how to save with Moneyweb during #NationalSavingsMonth

27 Jul 2021 /  Moneyweb  
July is National Savings Month and Moneyweb brought readers money lessons and savings tips from our community of financial advisors and influential individuals in the business and finance industry.
If you have secret offshore assets, chances are Sars knows about them

If you have secret offshore assets, chances are Sars knows about them

19 Jul 2021 /  Ciaran Ryan  
Common Reporting Standards (CRS) mean information is being exchanged with 87 foreign countries – and the figure is growing.
Settling debt versus investing: What are my options?

Settling debt versus investing: What are my options?

14 Jul 2021 /  Stephen Katzenellenbogen   7
Should I focus solely on settling my home loan, or on doing that while contributing to another investment?

LATEST Retirement  

How much capital will I need to retire comfortably?

How much capital will I need to retire comfortably?

9 Jul 2021 /  Stephen Katzenellenbogen   2
I contribute to a provident fund, retirement annuity, and a tax-free savings account monthly. Is there anything else I should consider to ensure the best outcome for my retirement?
Early retirement comes at a huge cost

Early retirement comes at a huge cost

5 Jul 2021 /  Adriaan Kruger   18
The last five years of your working life give your pension a big boost.
How to prepare for, and take control of, your retirement

How to prepare for, and take control of, your retirement

2 May 2021 /  Rita Cool   5
Take control by understanding your situation.
Response to the Regulation 28 public consultation

Response to the Regulation 28 public consultation

23 Apr 2021 /  Peter Attard Montalto, Dr Stuart Theobald   9
Conceptual starting point.

LATEST Tax  

Tax Bills propose additional exit tax on emigrating South Africans

Tax Bills propose additional exit tax on emigrating South Africans

1 Aug 2021 /  Jean Du Toit   22
National Treasury published the latest Draft Tax Bills on July 28.
Should companies defer their PAYE obligations?

Should companies defer their PAYE obligations?

31 Jul 2021 /  Jean Du Toit  
On the face of it, the relief measure will help businesses stay afloat, but employers should think carefully before they choose to implement it.
Decision on scrap metal trade restrictions taken in ‘bad faith’

Decision on scrap metal trade restrictions taken in ‘bad faith’

30 Jul 2021 /  Amanda Visser   9
'The price of scrap will collapse. This will take many of the smaller recyclers out of business' - XA International Trade Advisors' founder.
Why Ireland is taking on most of the world in tax fight

Why Ireland is taking on most of the world in tax fight

26 Jul 2021 /  Peter Flanagan, Bloomberg    1
As allies seek to set a global minimum rate of at least 15%.

   ADVISOR VIEWS

How will my family receive the assets from my estate?

30 Jul 2021 / Michael Haldane
Michael Haldane

Watch out for new fraudster tricks

30 Jul 2021 / Alwyn Smit
Alwyn Smit

The emergency fund: A financial planning fundamental

29 Jul 2021 / Gareth Collier
Gareth Collier

When and how to set up a testamentary trust

28 Jul 2021 / Eric Jordaan
Eric Jordaan
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