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Jun 26, 20223 min read
How to nail your 2020 finances as an over-stretched ‘SANDWICHER’
Many South Africans are caring for their parents and children, which can make it tricky to save sufficiently for retirement. It’s still...
Jun 26, 20223 min read
Are you killing your new employees with paperwork?
"I feel so inspired right now, I feel like completing three long registration forms" - said no one, ever. Few things dampen the human...
Jun 26, 20224 min read
An inherent conflict of interest
It has been standard practice for service providers to appoint a staff member internally to act as the fund’s principal officer. However,...
Jun 26, 20224 min read
Comparing the benefits of a Tax Free Savings Account and a Retirement Annuity Fund
The benefits of saving are well known, as are the tax benefits offered by tax-free savings accounts (TFSA) and retirement annuity funds...
Jun 26, 20225 min read
What new employees do not know about their first pay slip
Every first-time employee has aspirations and visions as to how they will spend their first month’s salary. Young employees are, however,...
Jun 26, 20223 min read
Why beneficiary nominations are central to estate planning
The annual review of your financial and estate plan is an opportunity to assess and reconsider the underlying assets in your estate....
Jun 26, 20224 min read
Investors, mistakes and Deep Blue thinking in 2020
During the “off season” I was able to catch up on some reading. I have long been a follower of Garry Kasparov (erstwhile chess world...
Jun 26, 20223 min read
Limits on tax deductibility don’t mean a limit on retirement contributions
Contributions to pension, provident and retirement annuity funds are tax deductible but limited to 27.5% of the greater of remuneration...