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It’s Retirement Annuity Time Again!

Once again it is February and it is the last chance tax payers have to easily and conveniently save tax by contributing to a retirement annuity policy or to top...

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Tax Changes to Retirement Funds & Income Protection Policies

The proposed retirement funds reform, due to be introduced in March 2015, has been postponed, the changes to the tax treatment of income protection policies is still effective from that date.

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The Budget 2015

Finance Minister Nhlanha Nene presents his first budget on 25 February. This is likely to be the most important budget for many years.

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Economics and Markets Update

What a start to the year! The oil price continued to plunge. So did the Russian Rouble with that country’s sovereign debt reduced to junk status. The Swiss unpegged...

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Investment – Where to Now?

In these unusually volatile times, we continue to recommend investment diversification. Still important is to diversify assets offshore in an attempt to obtain a better spread globally and across different...

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2015 Should Be a Memorable Year

Besides the Cricket World Cup to be held in Australia and New Zealand starting on 15 February, in September and October we have the Rugby World Cup in England to look...

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Economics and Markets Update

October tends to be a nervy month for markets and investors. This is understandable as 29 October this year was the 85 anniversary of the Great Wall Street crash of 1929! Whilst not...

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Marc Rides for Charity

Maximus partner Marc Quatember recently took part in the Quads 4 Quads annual charity motor bike ride from Johannesburg to Ballito in order to raise funds for the Quadra Para Association...

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Should Retirement Fund Members have “investment choice”?

Many funds today give their members the right to choose between various investment options for their retirement savings. The question is, are members best qualified to choose an investment portfolio...

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