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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Digital financial advice – Stay connected

On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]

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Digital financial advice – Stay connected

On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]

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LinkedIn – First impressions count

Individuals can find financial advisers in many ways. Asking family and friends for recommendations have always been top of list for many. But in the current lockdown scenario many are heading to LinkedIn […]

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LinkedIn – 4 ways to improve your profile

If potential clients are seriously considering appointing you as their financial adviser, they will often look to platforms like LinkedIn, which is where they form a first impression of you. Building your LinkedIn […]

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Technology – Friend or Foe?

“It’s no secret that the insurance sector is conservative by nature and has largely been slow to embrace technology. In the past year, many of the large incumbents have been touting new ‘digital’ […]

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Techno-innovation – Cyber threats a possible obstacle

The latest Intergovernmental Fintech Working Group (IFWG) report highlights that increasing cyber threats present a material obstacle to the progress possible through technological advancements. According to Danny Myburgh, Association of Certified Fraud Examiners’ […]

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Cyber-attacks – Main culprits identified

Various annual reports and research have recently highlighted cyber-attacks as the number one global risk for companies. A media release by Mimecast towards the end of 2019 indicated that four major cyber-attack campaigns […]

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Online scams to watch out for in SA

In light of ASISA’s recently published consolidated statistics of fraudulent and dishonest claims, Herman Lombard, Founder and Executive Director of financial services provider African Unity, also emphasised this phenomenon in a recent media […]

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