By Rowan Burger: Head of Investment Strategy at Liberty Retail South Africa As a South African it’s time to seriously think about your retirement plan and be cognisant of our changing world of work. In the UK, twenty year olds are three times more likely to get to 100 than their grandparents. A quarter of [...]
Tag Archives | retirement investing
New Year’s resolutions for retirees
Simon Pearse, CEO of Marriott Asset Management, offers his suggestions for New Year’s resolutions for retirees 2011 has been a difficult year for retirees: South African interest rates have remained at their lowest levels in over 30 years; equity markets have been weak, especially in the face of the euro-zone crisis; inflation has begun to [...]
Read full story • Comments are closed
Absa Capital’s multi-asset exchange traded funds listed
MAPPS offer exposure to equities, bonds, cash and money market through a single listed ETF Absa Capital, the investment banking division of Absa Bank Ltd, today listed South Africa’s first multi–asset class Exchange Traded Funds (ETFs) on the Johannesburg Stock Exchange. The new ETFs known as MAPPS (Multi-Asset Passive Portfolio Solutions) allow investors [...]
Read full story • Comments are closed
Investing in Africa not a wild-card decision
Following the ruling by the Ministry of Finance allowing retirement funds to increase their offshore exposure to 25% with an additional 5% of their assets to be invested in Africa, industry focus has been on the potential potentially large returns from this market. However, trustees should carefully consider both the advantages as well as the [...]
Read full story • Comments are closed
Retirement funds – a changing landscape
By Anton Lockem, Partner: Commercial Law Department, Shepstone & Wylie Attorneys. The proposed changes to the taxation of retirement fund contributions announced by the Finance Minister in his budget speech could substantially change the retirement landscape. These changes, if the proposals are accepted, are expected to come into operation on March 1 2012. At present, [...]
Read full story • Comments are closed
Tax Guide 2012
Latest Issue - 30 April 2012
In This Issue:
- Local and offshore ETFs
- Why stock selection is key
- Medical Survey - the cost of healthcare
- New player in life insurance market
Newsletters
Newsletter 17 May 2012: Lump sum versus debit order, 3 essentials for a confident investor
In today’s newsletter we look at investing with a lump sum or regular contributions – how do they stack up against each other? We also share three investment tips to cope with uncertainty. Being right about muddle-through hasn’t made investing any easier Most predicted that politically and often economically the year 2012 would be a [...]
