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LATEST Financial Planning  

Private debt: Investors’ solution to low returns?

Private debt: Investors’ solution to low returns?

12 Oct 2020 /  Adriaan Kruger   2
Lending directly to companies yields attractive returns, but there are reasons for that.
National Wills Week – Why you should take note

National Wills Week – Why you should take note

11 Oct 2020 /  Alex Simeonides  
'More than 75% of South Africans pass away without a valid will in place.'
How do we amend an inter-vivos trust amid lockdown restrictions?

How do we amend an inter-vivos trust amid lockdown restrictions?

30 Sep 2020 /  Eric Jordaan  
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son.
What is the best way to spend my tax refund?

What is the best way to spend my tax refund?

28 Sep 2020 /  Jesse Morgans  
Putting it into an RA, settling debt, investing in a tax-free unit trust, or using it as a deposit for a money market account?

LATEST Personal Finance  

Covid-19 vs the financial crisis: Why the bank bad debts can’t be compared

Covid-19 vs the financial crisis: Why the bank bad debts can’t be compared

27 Oct 2020 /  Hilton Tarrant   3
And how banks decide which loans to write off …
Life insurers decline paying 1% of claims

Life insurers decline paying 1% of claims

14 Oct 2020 /  Adriaan Kruger   4
Reasons include non-disclosure of information and attempts to defraud insurance companies.
What to consider when reviewing your 2021 medical aid options

What to consider when reviewing your 2021 medical aid options

12 Oct 2020 /  Nompu Siziba  
Lower member premium increases are on the cards: Annelé Oosthuizen from Alexander Forbes Health.
Medical schemes have to do with small premium increases

Medical schemes have to do with small premium increases

8 Oct 2020 /  Adriaan Kruger   12
Relief for members who fork out a small fortune every month.

LATEST Retirement  

Retirees: over-exposure to cash-like investments risks disappointment

Retirees: over-exposure to cash-like investments risks disappointment

27 Oct 2020 /  Pieter Koekemoer   16
The expected returns from cash, near cash and income funds will be significantly lower for the foreseeable future.
Half of South Africans are unprepared for retirement

Half of South Africans are unprepared for retirement

22 Oct 2020 /  Melitta Ngalonkulu   49
Technically, 49% have no pension plan – and women are less prepared than men.
Threat of prescription is overstated: Asisa

Threat of prescription is overstated: Asisa

6 Oct 2020 /  Leon Campher   18
'Retirement funds would consider investing in well-structured viable infrastructure projects.'
Eating a R1 million dinner

Eating a R1 million dinner

26 Sep 2020 /  Yanga Nozibele   16
But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot?

LATEST Tax  

Concerns about impact of increased taxes on declining tax morality

Concerns about impact of increased taxes on declining tax morality

28 Oct 2020 /  Amanda Visser   14
...and emigration, as Mboweni steps up to present his mini-budget today.
Bursaries-for-relatives tax break changed

Bursaries-for-relatives tax break changed

19 Oct 2020 /  Amanda Visser   6
Amid concerns of abuse.
File your tax return like a pro

File your tax return like a pro

17 Oct 2020 /  Susan Steward   1
Tips for submitting a winning tax return.
Taxpayers have a watchdog in the OTO

Taxpayers have a watchdog in the OTO

15 Oct 2020 /  Amanda Visser   2
But it needs independence.

   ADVISOR VIEWS

The evolution of value investing

27 Oct 2020 / Trent Hodges
Trent Hodges

Famous last words: is your will valid?

27 Oct 2020 / Craig Torr
Craig Torr

Dying without a will: here’s what happens to your earthly possessions

26 Oct 2020 / Devon Card
Devon Card

Don’t give up on your retirement fund just yet

26 Oct 2020 / Adam Bacher
Adam Bacher
Go to Click an Advisor  

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