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Thandi-Ngwane1

Five things to consider when drafting a will

Having a conversation about finances with our loved ones is often uncomfortable. Add the taboo subject of death and it becomes a topic we would altogether rather avoid. (more…)

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Monarch&Co---Pic---James-Bowling---CEO1

Will SA’s 183-day tax exemption rule be overturned?

On 18 August, the window period to submit public comment on the South African Revenue Services (SARS) and National Treasury’s amended draft tax law proposal to overturn the 183-day tax exemption rule, closed. “Therefore, South African tax resident employees working outside South Africa (SA) in low-tax or tax-free jurisdictions like Mauritius, Singapore, Cayman Islands and […]

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George Cipolloni

Why SA investors shouldn’t fear international markets – or even Trump

South Africa represents only 1% of the world’s market capitalisation, according to the World Bank. Given this statistic, it’s not hard to see why investing offshore has such diversification benefits for South Africans. However, the uncertainty and unknowns of investing in international markets is still too overwhelming for many. George Cipolloni, sub-investment manager of the […]

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Derek-Ferreira1

Single mothers urged to combat financial vulnerability

Your health and personal wellbeing are arguably your most valuable assets – especially if you have loved ones who depend on you. According to the 2017 Old Mutual Savings & Investment Monitor, 50% of metropolitan working mothers consider themselves to be single mothers, and only 16% say that they receive regular financial support from the […]

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arthur-case1

Retirement lifestyle villages ‘increasingly attractive’

“Most older people would prefer to remain in their homes for as long as possible,” says Arthur Case, Chief Executive Officer of one of SA’s largest providers of retirement living – Evergreen Lifestyles. “But what is crucial is to decide early on what that home is. Are we thinking about staying on in our family […]

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Evergreen Lifestyles on retirement villages

SARS working hard to swing perception and collect taxes

The media recently reported that the October 2017 Medium Term Budget Policy Statement (MTBPS) could hold nasty surprises for taxpayers on tax collection shortfalls. There have also been rumours of state capture spreading into more parts of government. As a result, one should consider SARS’ accountability, writes Ferdie Schneider, National Head of Tax, BDO South Africa. (more…)

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Wayne-Sorour_Head-of-Old-Mutual-International-SA1

How much is enough to hold offshore?

Representing less than 1% of the global economy and expecting less than 2% growth in GDP per annum over the next two years, the South African economy appears unlikely to offer local investors the chance of decent returns, which remain hindered by socio-political and economic factors.  (more…)

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MUA Insurance Acceptances discusses FNB bank vault thefts

Wealthy South Africans at risk of underinsurance

While the concept of underinsurance is usually associated with low income earners, there are an increasing number of risks faced by wealthier South Africans that they are failing to insure for, resulting in potential losses running into hundreds of thousands of rand.  That is the view of Dawie Loots, Chief Executive Officer (CEO) of MUA […]

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