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LATEST

ADVISOR VIEWS 

January 2021 economic update

The rand depreciated by just under 3,5% to end the month at R15.15 to the US dollar.

Choosing a retirement annuity: here’s what to consider

With the end of the 2020/21 tax year almost upon us, now is a good time to consider setting up a retirement annuity.

Retirement fund harmonisation: your questions answered

The latest Taxation Laws Amendment Bill is set to come into effect on 1 March 2021.

Can ‘South Africa 2021’ still surprise us on the upside?

Persistence, positivity, and patience will bring promising results in 2021.

Are retirement annuities still worth it?

The debate is quite hot.

Estate planning: tax implications on death

Understanding the various taxes that your estate could be liable for is an important part of estate planning.

Calculating your estate duty

Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

10 things that can rob you of your financial peace of mind

Numerous studies have demonstrated a cyclical link between financial worries and mental health problems.

Can I save myself ‘rich’?

Different people save for different reasons, and the earlier you start, the better it is.

How to set yourself up early for financial success

What you need to consider when starting a job.

Setting up a business: sole proprietorship, partnership, or private company?

What to consider when selecting the most appropriate structure for your new business.

December economic review

The finalisation of Brexit brought cheers to the markets.

Choosing your new financial advisor via Zoom

What role do snap judgements make when interaction and assessment take place in a Zoom meeting?

Your rights as a cohabiting partner

Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The only financial tip for 2021

For you, your family, and your business to pursue with hyper-focus, here's one financial tip that will power you forward.
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