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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South African Healthcare criticism

South African Healthcare criticism – further delay in Health Inquiry and release of IRR report There are currently three important considerations affecting the healthcare sector in South Africa: the National Health Insurance (NHI) […]

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Advisers add confidence to consumers

Financial advisers add confidence to consumers financial situation A recent research study conducted by Columinate, on behalf of Liberty, shows that seventy percent of consumers who use a financial adviser are more confident […]

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New “top” Medical Aid 2018

New “top” Medical Aid 2018 – Consulta’s release of South African Customer Satisfaction Index The latest results for the South African Customer Satisfaction Index (the SA-csi) for medical schemes revealed that Medihelp has […]

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Congratulations to the FIA winners

The Financial Intermediaries Association of Southern Africa (FIA) announced the 2018 FIA Awards winners at a gala event held at the Sandton Convention Centre last week. PRODUCTS PRODUCT SUPPLIERS Employee benefits Sanlam Employee […]

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Millennials and reaching financial freedom?

Results of the 2017/2018 Old Mutual Millennial survey shows that better educated, tech-savvy and optimistic millennials – South Africans born between 1982 and 2000 – are more likely to seek financial independence and […]

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Regulatory Exams – how to prepare

Are you, as a financial advisor prepping for your RE exam, feeling intimidated by the changes introduced on 1 April 2018? The updated version of the regulatory examinations, based on the new Qualifying Criteria became […]

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Regulatory Exam Material Update

The following message currently appears on the Inseta Website: Regulatory Exams Learning Material The BANKSETA is currently revising the RE Learning Materials that INSETA developed in 2014. The revised RE Learning Materials will […]

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Do what I say

Complaints handling is set to become a major measure of your commitment to the fair treatment of clients, or TCF as it has become known. The final proposals for implementation of changes to […]

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