10 things people often get wrong about the two-pot retirement system
Old Mutual’s learnings about what people know or expect, based on its interactions with customers and advisers.
Unpaid contributions: FSCA prepares to hold non-compliant employers accountable
With over R5.2 billion in unpaid retirement fund contributions and municipalities among the worst offenders, the FSCA is poised to gain expanded powers under the COFI Bill.
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
What you should know about the 2024 tax-filing season
This year’s return provides for claiming the residential solar energy tax rebate or a tax deduction in respect of the renewable energy tax incentive.
Proposed Regulation 28 amendment – are prescribed assets coming back?
The Cabinet is considering introducing new asset classes to leverage retirement savings for industrial financing.
Ramaphosa and Steenhuisen say differences over NHI can be resolved
But statements by the Minister of Health indicate the ANC does not believe material changes to the NHI Act should be made.
High Court rules in favour of insurer in dispute over towed vehicle
The judgment confirms that providing security in a trust account is an acceptable substitute for physical possession under a lien.
Profile to launch new unit trust award after ending relationship with Personal Finance
Independent Media says the Raging Bull Awards will continue with a new data provider.
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.
Bonitas plans to ‘return’ up to R700m in reserves to members
The medical scheme says it will use its reserves to limit contribution increases, while possibly improving members’ benefits and reducing co-payments.
Pre-retirement savings withdrawals ‘make sense in certain cases’
Preservation must be encouraged, but the reality is that a retirement fund is many South Africans’ only source of savings, says Alexforbes.
Moonstone Compliance’s FICA webinar is fully booked
Please send us an email if you want to access a recording of the webinar.
Optimism soars among small businesses despite challenges
With the increasing adoption of cloud technology by small businesses, there is a growing need to raise awareness about cybersecurity risks. MBSE’s courses offer essential training to enhance cybersecurity knowledge and earn CPD points.
More South Africans embracing offshore life insurance to hedge against rand depreciation, says Discovery
The Dollar Life Plan provides protection against the high cost of specialised medical treatment or studying in a foreign university.
Pre-retirement withdrawals may cost RA investors dearly, Coronation warns
Withdrawing early effectively means you are borrowing from your future self over a fixed term at your expected rate of return on your RA investment.
How NHI could cost employers and employees
It is expected that scrapping the medical scheme tax credit will be the first measure designed to raise revenue for NHI.
Contravention must be ‘material’ to justify a debarment, Tribunal says
Decision set aside, although the FSP was correct in finding that the representative contravened the General Code of Conduct.
Head of Special Tribunal’s resignation impedes fight against corruption
Without an effective Special Tribunal, the Special Investigations Unit must approach the over-burdened High Courts to obtain asset forfeiture orders.
SARB sanctions life insurer for FICA non-compliance
The effective fine of R7 million and other sanctions follow an inspection conducted four years ago.
