The distribution of retirement death benefits
5 June 2021When a member of a retirement fund dies before reaching retirement age, the death benefit – ie the lump sum benefit which becomes payable – must be paid to the member’s...
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Morningstar Market Overview, May 2021
3 June 2021Global equity markets ended the month in positive territory, despite rather modest gains in certain major markets, as global economies continued to show signs of recovery despite new Covid-19 restrictions...
Morningstar Market Overview, March 2021
6 April 2021Most 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...
It’s a new tax year: what employees and employers need to know
17 March 2021Most 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...
How to ensure that you don’t outlive your savings
16 March 2021Did 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...
Understanding tax emigration if you leave South Africa
9 March 2021If 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...
Slow and steady wins the race – it is okay to build wealth slowly
5 March 2021Unfortunately, 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...
Morningstar Market Overview, February 2021
5 March 2021Most 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...
Tax relief for embattled taxpayers, but not all is rosy
24 February 2021South 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...