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LATEST Financial Planning  

Ask your advisor what they do, not who employs them

15 Sep 2020 /  David Kop   13
Financial Planning Institute responds to a financial advisor's opinion piece.

Asset managers must change gears

10 Jun 2020 /  Patrick Cairns, Citywire   4
Those who simply keep doing what they've always done could find the world moving past them.

The cash glide: an alternative to Reg 28?

20 May 2020 /  Stealthy Wealth   16
A theory on paper: a life-stage retirement-saving model allocating everything to equities and not reinvesting dividends.

Platform profiles best-of-breed boutique asset managers

20 May 2020 /  Moneyweb  
Fund Hub enables asset managers to freely share their story with potential investors.

LATEST Personal Finance  

Safeguard yourself from financial struggle and uncertainty in the case of dementia

20 Sep 2020 /  Mark Hawes   3
Few individuals plan for this possibility.

Insurance: The devil really is in the detail

17 Sep 2020 /  Adriaan Kruger   5
Insurers may be in the wrong in rejecting some claims, but more often than not it's the policyholder who got something wrong.

South Africans and their emotional relationship with money

16 Sep 2020 /  Amanda Visser   2
Breaking bad habits requires brutal honesty.

5 ways to hack a home loan

7 Sep 2020 /  Stealthy Wealth   13
You can be a bond-free property owner in 13 years instead of 20.

LATEST Retirement  

Prescribed assets not necessarily a train wreck

3 Sep 2020 /  Adriaan Kruger and Izak Odendaal   36
Scraping away emotional arguments reveals few changes in investment options, for now.

Prescribed assets is not the answer – Alexander Forbes

6 Aug 2020 /  Larry Claasen   15
Government should rather consider impact investing.

Plans to refocus on Eskom debt when Covid-19 dust settles

4 Jun 2020 /  Tebogo Tshwane   10
Cosatu’s proposal to relieve Eskom of R250bn of its debt using state pension funds was at the centre of earnest discussion at Nedlac.

The cash glide: an alternative to Reg 28?

20 May 2020 /  Stealthy Wealth   16
A theory on paper: a life-stage retirement-saving model allocating everything to equities and not reinvesting dividends.

LATEST Tax  

Companies in low- or no-tax jurisdictions must show ‘economic substance’

23 Sep 2020 /  Amanda Visser   5
In countries with low- or no tax, firms must have staff, premises, expenses and activities aligned with the company's nature.

Tax Ombud launches #TaxpayersRightsMatter campaign

22 Sep 2020 /  Barbara Curson   6
Will be focusing on customer-centricity and making it easier for taxpayers to access its services.

Tax move on contract miners will affect the entire sector

18 Sep 2020 /  Amanda Visser   5
Treasury called upon to properly consider the impact of the proposed amendment.

Back to the drawing board on pension pot access for emigrants

11 Sep 2020 /  Amanda Visser   7
Treasury has invited further comment from those who who are against the three-year rule.
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