Retirement is a Reality, not a Choice
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
Best Practice
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.
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Running and your money – The link between exercise and financial resilience
Research shows that those who exercise regularly earn more than those who don’t. According to Sydney Mbhele, CEO: Brand at Sanlam, the lead sponsor of the Sanlam Cape Town Marathon, the myriad physical […]
Running and your money – The link between exercise and financial resilience
Research shows that those who exercise regularly earn more than those who don’t. According to Sydney Mbhele, CEO: Brand at Sanlam, the lead sponsor of the Sanlam Cape Town Marathon, the myriad physical […]
Financial health – How to get it back on track
Gross Domestic Product (GDP) results are the worst we have seen in over a century, and a decline of 51% for the second quarter of 2020 underlines just how tough times are. The […]
Common errors with tax returns – SARS taking a tough stance on submissions
Various recent media reports commented on the planned changes to the tax legislation which could see common errors on tax returns resulting in jail time. “New draft legislation seeks to scrap the concept […]
COVID-19 impact – Extension granted for certain compliance requirements
In response to the impact of COVID-19 and the nationwide lockdown on South Africa in general, and the financial services industry specifically, the Financial Sector Conduct Authority (FSCA)announced various extensions. These include the […]
Joint Standard 2 of 2020 – Margin Requirements for non-centrally cleared OTC derivative transactions
The Financial Sector Conduct Authority (FSCA) and the Prudential Authority (PA), acting with the concurrence of the South African Reserve Bank, recently published a Joint Standard which prescribes margin requirements for non-centrally cleared […]
Lockdown restrictions – Remember to look after your body
Only in a healthy body lives a healthy mind! Few would disagree with this age-old adage … with Covid-19 restrictions in place however, it has become super easy to neglect this sage advice. […]
Lockdown restrictions – Remember to look after your body
Only in a healthy body lives a healthy mind! Few would disagree with this age-old adage … with Covid-19 restrictions in place however, it has become super easy to neglect this sage advice. […]
Your practice in isolation – decide what role you want to focus on
According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]
Your practice in isolation – decide what role you want to focus on
According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]
COVID-19 – IRFA calls for support to Food Forward SA initiative
In a recent media release, Enos Ngutshane, the President of the Institute of Retirement Funds Africa (IRFA) strongly encourages members of the industry association and the retirement sector as a whole to support […]
COVID-19 crisis – Trauma counselling tips and tools to help you cope
The COVID-19 pandemic has led to a persistent flood of information. Amidst the overload of information, everyone is trying to deal with the new way of working, or the “new normal”, as it […]
Working from home – How to make sure your remote team is working
One of the top questions leaders ask these days is how do I manage my staff remotely and keep everyone productive? The default answer to this question seems to search for ways to […]
Retirement in the time of COVID-19 – How to secure a sustainable income for life
Living annuities has become the product of choice when it comes to retirement for most advisers. The Coronavirus has shattered the myth that there is no place for the guaranteed annuities we have […]
Good news – Life insurers have the reserve buffers to withstand COVID-19 fallout
The South African life insurance industry has more than double the legally required reserve buffers in place and is therefore well positioned to deal with the COVID-19 fallout over the coming months. The […]
