Estate Planning – achieving efficiency despite delays at the Master’s Office

No executor of a deceased estate in South Africa can escape an encounter with the Master’s Office. In the past, that was seldom a problem but unfortunately, things have changed.

South African Trusts 2023: two important changes in the Law

With an increasing number of South Africans living distributed across the globe, Zoom meetings and non-resident tax status are increasingly common for South Africans.

Income Funds: crucial, but only part of a diversified Investment Strategy

Uncertain times both locally and globally mean that South African investors are in search of stability. As a result, income funds are having a moment – let’s take a look at why that is, and whether it’s important for your own investment strategy.

Career Women: Financial Planning Priorities

In 2023, as a career woman in South Africa, we hope you are making professional waves for all the right reasons. We’re delighted to see women leading in business and entrepreneurship…

Changing Retirement Legislation

In a country where government funding for retirees is not high on the priority list, personal retirement fund savings need all the help they can get.

Come-back kids cause a boomerang-generation headache for parents

Meet the ‘boomerang generation’ – young adults in their 20s and early 30s living with their parents. There might even be one on your couch.

Concentrated market makes it risky to track JSE indices exactly

The large weighting of Naspers defeats passive strategy’s aim of limiting exposure to any stock. Morné Bezuidenhout explains why.

Crypto’s Dirty Secrets

Cryptocurrency has a downside that is very relevant to the real world: it uses a lot of energy. Given our ongoing concern about the health and sustainability of the planet and how climate change...