How the process to make withdrawals from the savings ‘pot’ will work

Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.

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Lest We Forget

When you walk on the right side of the law, it is often difficult to understand why so many obligations are placed on you to comply, when those, for whom the legislation is […]

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Q & A on Cambist

We regularly receive enquiries from readers about Cambist, who offers a return of 19.5% on investments. For all practical purposes, it appears that they act as an aggregator between the public and certain […]

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Does Kepler have a point?

I have to agree with him that, given our current ranking, we did well to make the semi-finals in the ICC World Twenty20 Cup in Bangladesh. Yes, I was as devastated as you […]

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Retail Distribution Review Update

Plans to review the way in which products are distributed, and specifically the way in which advisors are remunerated, took centre stage in the media recently. RDR is not only about replacing commission […]

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A Scintillating Weekend Awaits

The T20 Semi-final – Proteas vs India It’s a difficult one to call, and as objective as I would like to be, I must admit I wouldn’t bet any money on SA. Not […]

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Does the Penalty fit the “Crime”?

That which was termed “excessive” fines by the local regulatory authorities pale into insignificance when compared with what happened in the UK last week. The Financial Conduct Authority (FCA) imposed a financial penalty […]

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AB is Redefining Batting

These are not my words – it was uttered by a commentator during the Bangladesh/Pakistan match yesterday. Few can fault this thinking, or disagree with the view. Batting him at number three, as […]

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CPD back in a Big Way

It is evident that the focus on continuous professional development is increasing. As noted in the article above, the FSB envisages publishing proposed new CPD requirements by the end of the year. The […]

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Drie uit Drie?

Round 7 sees the Lions and Cheetahs taking a well-earned break to try and get their injured players back in shape. In the case of the Free Staters, they will also be tending […]

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FSB Clarifies Outcomes-Based TCF

Ms Leanne Jackson, Head of Treating Customers Fairly at the Financial Services Board recently responded to a Moonstone article published on the Insurance Gateway website: An article headlined “Not quite Treating Customers Fairly?” […]

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Impact of Legislative Changes on Level 1 REs

The Financial Services Laws General Amendment Act, No. 45 of 2013 (FSLGA Act) was published in the Government Gazette on 16 January 2014, and included changes to the Financial Advisory and Intermediary Services […]

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Two new Blue Jays on the Horizon

Bulls 23 – Sharks 19 Heyneke Meyer will no doubt be very happy about a new “problem” which emerged from Saturday’s big tussle. The two Blue Jays in the Bulls side, Jacques du […]

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Are We Experiencing Regulatory Overkill?

The head of Britain’s recently formed Financial Conduct Authority (FCA) was accused of backtracking on a promise to introduce “proportionate” red-tape on insurance brokers by the British Insurance Brokers Association (Biba), according to […]

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Super 15 Predictions a Tough Call

T20 World Cup To join us in the fun prediction pool, please go to the Moonstone pool Tref & Trap. The pool code cedeveil, and the tournament is called World T20. Cheetahs vs […]

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Treasury Proposals to Promote Savings

A media release on Friday sheds more light on these planned initiatives by the government to supplement the current interest income exemption with tax free savings accounts: This paper lays the basis for […]

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