SARS pays back R10bn, but some taxpayers’ refunds are being withheld

Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.

The Playoffs are Nearing

The unexpected losses of the Crusaders, Chiefs and Highlanders put a new perspective on just who will make the final six. The rules of the competition make for some interesting possibilities, and the […]

How not to Convert a bear

A Catholic Priest, a Baptist Preacher and a Rabbi all served as Chaplains to the students of Northern Michigan University at Marquette in the Upper Peninsula of Michigan. They would get together two […]

Daar lê die Ding

Die spelers wat vir die Springbokke op nommers 15, 10 en 9 gaan uitdraf, sowel as die plaasvervangers in hierdie sleutelposisies, kan bepalend wees in die uitkoms van die reeks. Fourie du Preez […]

Submission of Compliance Reports

FSB FAIS Circular 5: Submission of Compliance Reports and Financial Statements This document contains important information about compulsory returns every FSP should take notice of. The non-submission of financial statements and compliance reports […]

Level 2 Regulatory Examinations

Quite some time ago, Inseta published study material for the level 2 REs on their website. It can be found in the same place as the level one RE study material. To assist […]

An Exam Strategy that has worked

I really enjoy hearing success stories from candidates who wrote the regulatory exams. On Tuesday, Andries B. phoned to thank me for the advice given which he thinks helped him pass. A week […]

A Man's Age, as Determined by a Trip to the Hardware Store

You are in the middle of some kind of project around the house – mowing the lawn, putting in a new fence, painting the living room or whatever. You are hot and sweaty, […]

Hats off to the Hockey Champions

If ever a medal should be awarded to a team for overcoming setbacks, disappointment and discrimination, it should go to the SA men’s hockey side. Forced to re-qualify for the Olympics by the […]

Avoid Unrealistic Client Expectations

It may be small consolation for local advisors, but a recent survey in Australia found that nine out of eleven risk profiling tools were found to be inadequate in terms of their regulator’s […]

Approved Qualifications for Exemption of Level 2 REs

A number of readers enquired about the list of approved qualifications mentioned in last week’s Moonstone Monitor as they were unable to find it on the FSB website. Please click here to download […]

“Services under Supervision” – What does this entail?

The clear indication by the FSB that it has no intention of extending the final date for passing the regulatory examinations has caused quite a flurry in the industry. Coupled with the recently […]

So what are your plans?

A young woman brings home her fiancé to meet her parents. After dinner, her mother tells her father to find out about the young man. The father invites the fiancé to his study […]

You be the Judge

Heyneke Meyer, unlike his predecessor, is careful with words. This must be a huge frustration for the media who, despite their dislike of Piet Helium, had the time of their lives writing about […]

The new medical scheme fees tax credit

PwC South Africa publishes a monthly journal providing informed commentary on current developments in the tax arena, both locally and internationally. The April edition contains an informative article on the new treatment of […]

Level 2 Regulatory Examinations

With only 8 weeks left before the cut-off date for level 1 exams, we turn our attention to the next level of REs. The article below appears in the latest (April 2012) edition […]

How not to complete your answer sheet

Candidates can save themselves a lot of despair (and money) by paying attention to a few basic rules when they write the exams. This week, I saw a copy of an answer […]