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Morningstar Market Overview, March 2021

Most major global equity markets ended the month with positive returns, as economic data reflecting the recovery from the Covid-19 pandemic continued to surprise on the upside. Equity investors continue...

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It’s a new tax year: what employees and employers need to know

Most employers and employees in SA greeted last month’s budget speech with a sense of relief. Against all odds, government managed to provide for a large-scale Covid-19 vaccination campaign...

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How to ensure that you don’t outlive your savings

Did you know that it’s possible that you could live for another 30 years after you retire. How do you ensure that you will live out your golden years without...

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Understanding tax emigration if you leave South Africa

If you are in the process of leaving South Africa, ensure you know the ins and outs of tax emigration and how to proceed. In January 2021, the Taxation Laws Amendment...

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Slow and steady wins the race – it is okay to build wealth slowly

Unfortunately, the stories of individuals starting a ‘tech company’ and selling it for billions, are the exception, and not the rule. Going from zero to zillionaire isn’t the order...

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Morningstar Market Overview, February 2021

Most major equity markets managed to end the month in positive territory, despite significant volatility in global bond markets towards the end of February amid concerns of rising inflation expectations...

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Tax relief for embattled taxpayers, but not all is rosy

South Africans have been given some breathing space in this year’s budget with the news that not only will there be no tax increases, but they will also be...

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9 important takeaways from SONA 2021

President Cyril Ramaphosa delivered the State of the Nation Address in Parliament this evening. This year's SONA was devoid of the hype and pomp of the red carpet, fancy outfits...

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Changes to Provident and Provident Preservation Funds from 1 March 2021

Legislation governing provident and provident preservation funds is changing on 1 March 2021. The changes are the final planned step in the process of aligning (also referred to as ‘harmonising’) the benefits...

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