Continuous Professional Development: Part III
In the previous two articles we discussed the reasons for the introduction of CPD, and the obligations on CPD training service providers. Today we look at what could be expected from FSPs. The […]
Compliance and Legislation
People’s expenses change in retirement. Shouldn’t their income too?
Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
Read moreContinuous Professional Development: Part II
Many of our readers can attest to being duped by inferior training services providers when the scurry was on to obtain 30 or 60 credits before the end of 2009. This was one […]
Continuous Professional Development: Part I
An overview of the FSB’s proposals on continuous professional development, or CPD. The draft is available on the FSB website, as well as on the Moonstone website. We look at why this ongoing […]
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 […]
What’s in a name?
The FSB recently distributed a document entitled “Call for contributions: intermediary services and related remuneration in the insurance sector”. Moonstone’s request for permission to provide input was granted, and we aim to provide […]
Dividends Tax on Unit Trust Returns
The impending replacement of Secondary Tax on Companies (STC) by Dividends Tax (DT), effective from the 1st of April this year, will have a multi-faceted and far reaching impact on the Collective Investment […]
Astute Enquiry regarding Tax Status of FSPs
We received some very emotional correspondence on this issue. The crux of the matter appears to be the wide application by SARS to what it terms a “Personal Service Provider”. The request from […]
