How Much Do You Need to Retire On?
10 October 2016We should aim to retire on 80% of our final income, and we should expect no more than 4% per annum of accumulated capital by way of income at retirement.
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The Importance of Nominating a Beneficiary
7 October 2016It is worth remembering that one of the major advantages of a life or endowment policy is that you can nominate a beneficiary or beneficiaries to receive the proceeds immediately...
SARS Amnesty on Illegal Offshore Assets
5 October 2016From October 2016 to March 2017, South African residents will be able to once again apply for amnesty on so-called illegal offshore assets – ie those assets which have hitherto not been declared...
Economic and Markets Update
12 September 2016Generally speaking, given everything going on in the world at the moment, markets were relatively stable during August.
Investing Offshore
9 September 2016This is always a topical subject but particularly at uncertain times like these. With the generous exchange control allowances there is ample scope for individuals to diversify some of their...
“Self-Driving Cars Could Help Save the Environment – Or Ruin It”?
7 September 2016Researchers are hoping to shape the policies that will determine the environmental impact of automated cars
Economic and Markets Update
12 August 2016At a recent investment committee review, Morningstar outlined their view on the year to date as well as their current portfolio preferences.
Tax Matters
10 August 2016The Taxation Laws Amendment Bill 2016 was published on 8 July. The bill gives effect to some of the tax proposals announced in the 2016 Budget Speech and Review. Here we highlight a...
Five Ways to Make Yourself a Better Retirement Saver
10 August 2016When it comes to saving for retirement, do you find that the spirit is willing, but the flesh is weak? You’re not alone.