How the process to make withdrawals from the savings ‘pot’ will work

Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.

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Submission of Compliance Reports

FSB FAIS Circular 5: Submission of Compliance Reports and Financial Statements This document contains important information about compulsory returns every FSP should take notice of. The non-submission of financial statements and compliance reports […]

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Level 2 Regulatory Examinations

Quite some time ago, Inseta published study material for the level 2 REs on their website. It can be found in the same place as the level one RE study material. To assist […]

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An Exam Strategy that has worked

I really enjoy hearing success stories from candidates who wrote the regulatory exams. On Tuesday, Andries B. phoned to thank me for the advice given which he thinks helped him pass. A week […]

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Hats off to the Hockey Champions

If ever a medal should be awarded to a team for overcoming setbacks, disappointment and discrimination, it should go to the SA men’s hockey side. Forced to re-qualify for the Olympics by the […]

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Avoid Unrealistic Client Expectations

It may be small consolation for local advisors, but a recent survey in Australia found that nine out of eleven risk profiling tools were found to be inadequate in terms of their regulator’s […]

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So what are your plans?

A young woman brings home her fiancé to meet her parents. After dinner, her mother tells her father to find out about the young man. The father invites the fiancé to his study […]

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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 […]

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The new medical scheme fees tax credit

PwC South Africa publishes a monthly journal providing informed commentary on current developments in the tax arena, both locally and internationally. The April edition contains an informative article on the new treatment of […]

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Level 2 Regulatory Examinations

With only 8 weeks left before the cut-off date for level 1 exams, we turn our attention to the next level of REs.  The article below appears in the latest (April 2012) edition […]

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Promotion of Southern Kings?

Jake White has, as usual, added his opinion on this controversial issue, and for once, I agree with him. We all know how big the gap is between the Vodacom Cup and the […]

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The real effect of Dividend Withholding Tax

The 30 April 2012 edition of GrayIssue, published by Allan Gray, removes a lot of the myths and hysteria surrounding the tax changes on dividends. The new Dividend Withholding Tax (DWT) replaced Secondary […]

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