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Morningstar Market Overview, June 2022

Global markets continued to sell off over the month as rising interest rates and persistently higher inflation point to an especially negative outlook for short-term asset prices. Increasing fears of...

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Morningstar Market Overview, May 2022

Global markets endured another volatile month as the effects of higher inflation, rising interest rates, continued geopolitical instability and the looming threat of a potential global recession continued to weigh...

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How you are taxed on your offshore investments

If you are a South African taxpayer and have investments offshore then you are liable to SARS for the same taxes on those investments as if they invested locally.  In...

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Medical Aid News & Issues

2022 tax certificates, Discovery systems issues, and submitting GAP claims.

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Some guidelines on how to effectively maintain your short-term insurance cover

Here are some handy hints and tips regarding certain practical aspects of your cover.  Firstly, when claiming: Is it storm damage or just wear and tear?: It is important to...

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Morningstar Market Overview, April 2022

April proved to be a tough month for global equity markets, with the bulk of the major global markets ending the month with negative returns. Markets were weighed down by...

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Morningstar Market Overview, March 2022

In March both market and news headlines were dominated by the war in Ukraine. Developed markets were quick to introduce sanctions against Russia and individuals linked to Putin. During the...

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The Tax Implications of Various Investment Vehicles

This chart neatly summarises the tax implications of various investment vehicles such as unit trusts, endowment policies, retirement funds and tax-free savings accounts.  Also, the important issue regarding which of...

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Naspers and Prosus share price slump – Mutual Multi Managers

The share prices of JSE-listed Naspers and Prosus have declined sharply in recent months, with more steep declines in the past few days. These two closely linked companies (Prosus was...

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