South Africa's budget speech on 21 February 2024 gave two clear indications that our government is facing financial pressure. The two indicators of financial pressure. The first indicator was...
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Take a look at our latest articles listed below.
Joint Wills in South Africa: When are they used?
Your will is one of the most important documents you will sign in your life so it's worthwhile to get professional advice when drafting it. In most cases we do not recommend the use of joint wills -...
Two-pot system: Early access to retirement funds in South Africa 2024
The new "two-pot" retirement fund system allows partial early access to your retirement funds - recognising that life is uncertain and people will encounter emergencies. It's our government's way of...
Is cash really king? Holding cash in South Africa in 2024
Cash investments in South Africa are offering lucrative returns in 2024, thanks to local interest rates that have soared to levels we haven't seen since 2009. While cash is generally considered a...
Home coming
Despite the volatile conditions in South Africa, there appears to be a trend of skilled South Africans returning to home soil. Both the real estate industry and the tax industry have quoted data...
South Africa grey-listing progress update
In 2023, the Financial Action Task Force (FATF) grey-listed South Africa. Here's why, and what has been happening since... What is the FATF and grey-listing? The Financial Action Task Force (FATF)...
How to avoid personal finance fraud: South Africa 2024
Fraud in 2024 is less about people pretending to be something they are not, and more and more about people using software or digital means to fraudulently gain access to your information or...
Does the government plan to ‘steal your pension money’?
The prescribed-assets discussion lends itself to sparking fear, but reduced to bare factual bones, what does it really mean?
How do you Invest well in times of Financial Market uncertainty?
If you are like most of us, feelings of uncertainty can bring on acute discomfort. We do our best to avoid it…
Investment Platforms vs Asset Managers explained
An investment platform (often also referred to as “an administrator”) is an online service which holds and administers investment funds on your behalf as an investor.
The platform provides the facility for you to invest in a variety of investment funds, does the statutory tax reporting for those fund investments, issues investment statements and facilitates investment switches, additions and withdrawals when instructed.











