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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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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SA drivers love their cars

A national client survey by Santam revealed interesting and surprising attitudes of drivers towards their vehicles, including emotional attachment and feelings of despondency if dispossessed of their much-loved cars. 64% “very or extremely […]

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FSP Expectations from Product Providers

A landmark research report from Insight Discovery shows what IFAs expect from LISPs and asset management companies. Market intelligence firm Insight Discovery released its second South African Investment Panorama (SAIP), a survey of […]

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Behind the Survey

We recently came across a media release of a survey titled SA advisers unprepared for regulatory change. We approached them for clarity on certain issues, and provide our questions, with their responses, below: […]

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