Organise your finances
26 January 2024Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...
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Last chance to save tax
25 January 2024The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of...
Outlook for 2024
7 December 2023There will of course be headwinds in 2024 and some of these are clearly evident – the wars in Ukraine and the Middle East, geo-political tensions between east and west, China’s...
2023 in retrospect
4 December 2023Certainly 2023 has been a momentous year globally with firstly the continuing war in Ukraine and its economic consequences plus the sudden conflagration in the Middle East. The economic slowdown in...
“State-proof Your Assets”
5 October 2023In a recent speech at the Rand Club, Free Market Foundation CEO, David Ansara, suggested that South Africans should actively set about “state-proofing” their assets. In particular, according to Ansara...
Medical Aid Review Time!
5 October 2023December is fast approaching, and with it comes the commencement of the medical aid review period. Medical aid providers have recently disclosed their contribution increases for the year 2024.
Morningstar Market Overview, September 2023
3 October 2023Negative market sentiment continued in September, resulting in the first negative quarter of 2023 for most asset classes.
The “two pot” retirement system
2 October 2023From 1 March 2024, a new retirement fund system will be introduced. This will affect employer pension and provident funds; preserver funds as well as retirement annuities.
A Reminder about Wills
2 October 2023Those who do not have a Will should really think about having one and those who have a Will this should serve as a reminder that perhaps this is an...