Does tax really matter when making investment decisions?

After tax returns

Tax rates have been rising for several years now. Personal tax rates have gone up, and even structures such as trusts and companies are now heavily taxed in their own right. (more…)

Read more

Fedgroup driving industry reform in unclaimed benefits sector

Independent South African financial services provider, Fedgroup, was recently awarded a tender issued by ARGEN Actuarial Solutions to administer four liquidated unclaimed funds, totalling R180m. ARGEN is an expert in the liquidation of retirement funds and it went through a selection exercise to select an ideal unclaimed benefit fund to house the benefits of untraced […]

Read full story

How to approach your finances this festive season

By Lettie Mzwinila, Business Development Manager at Allan Gray. In the hive of festive activity, it’s easy to forget your financial goals and spend more than you planned. Next thing you know, it’s the New Year and the long month of January, with its all too familiar financial hangover, is stretched out before you. (more…)

Read full story

Theresa May Holds on, but What Does This Mean for Investors?

Theresa May has survived a leadership challenge called by Eurosceptic members of her own party and will continue to lead the United Kingdom as it heads toward Brexit. But David Zahn, Franklin Templeton Fixed Income Group’s head of European Fixed Income, warns May’s troubles are not over yet. He predicts further volatility ahead for financial […]

Read full story

Risk, security teams must work together

By Jayson O’Reilly, MD of @Vance Cyber Security. Businesses across the board are facing an unprecedented range of cyber risks that could have catastrophic consequences. Moreover, there is no ‘silver bullet’ solution. The common maxim today is that a determined enough attacker will eventually get in. (more…)

Read full story

Conduct of Financial Institutions Bill published for comment

In case you are wondering what your holiday reading is, the draft Conduct of Financial Institutions Bill has been published by the National Treasury for comment. Comments will be accepted until 1 April 2019. The suite of documents includes the Bill itself (188 pages), the COFI Bill Policy Paper (90 pages), and the Socio-Economic Assessment setting […]

Read full story

It will rain again: Financial lessons we can learn from the drought

By Richus Nel, financial adviser at PSG Wealth. Last summer, Cape Town narrowly avoided a “Day Zero” scenario. Had Day Zero manifested, Cape Town would have faced one of the biggest humanitarian crises in our history. The prospects of taps running dry (together with the measures taken), can teach us a number of important financial […]

Read full story
IRR report on cancer and its effect on South Africans

Combining Science, Innovation and Philanthropy to Address Pressing Challenges

By Dr Maximilian Martin, Global Head of Philanthropy at Lombard Odier. As part of the reconfiguration of the global economy in what is commonly referred to as the “fourth industrial revolution”, science and technology have enabled many new forms and patterns of value creation. Science, the underlying force behind the fourth industrial revolution, has also […]

Read full story

Overcoming the burden of frequent regulatory change

Over-regulation retained its number one position in the PwC 21stAnnual CEO Survey¹ as the greatest threat to organisational growth. The complexity of managing compliance within an ever-changing regulatory environment impels corporates to embrace technological advances. (more…)

Read full story

Mosaic Funerals warns clients about policy scam

Mosaic Funerals is cautioning their clients to be aware of a funeral policy scam that could affect their cover and is encouraging them to get in touch to check on the status of their funeral policies. (more…)

Read full story

Insurance and load-shedding: what you need to know

With load-shedding on the menu this December, we could be in for an interesting festive season – particularly as far as our appliances are concerned. (more…)

Read full story