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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, 20222 min read
Ensuring your retirement plan will succeed in volatile markets
The last five years have been particularly disappointing for investors due to below average market returns. As such, many savers are...
Jun 26, 20222 min read
Why professionals need wealth managers
Professionals such as doctors, lawyers and accountants are generally high salary earners, but have often not been great investors, nor...
Jun 26, 20222 min read
Investment resolutions for 2020
The new year is upon us and so too are the New Year’s Resolutions most of us have set for 2020. While we are usually quite dedicated to...
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...
Jun 26, 20226 min read
Facing the facts around retrenchment
With the latest GDP growth figures showing that the economy contracted 0.6% in the third quarter, SAA heading into business rescue, and...
Jun 26, 20223 min read
Retirement Annuities and their advantages explained
There are a number of ways to save and a retirement annuity fund, is one of the potential investment tools which offer a tax efficient...
Jun 26, 20224 min read
Life insurers report fewer cases of non-disclosure, but rampant fraud proves a challenge for funeral
South African life insurers detected 3 708 fraudulent and dishonest claims to the value of R1.06 billion in 2018. The 2018 fraudulent and...