Carla Rossouw, Head of Tax at Allan Gray For the second year in a row, Treasury has left personal income tax brackets and rebates unchanged – effectively handing South Africans a...
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Guidance on recent US tariff announcements – the importance of staying the course
Jaco-Chris Koorts, Portfolio Manager at Glacier Invest The US administration has declared sweeping import tariffs under the banner of “Liberation Day”, effective as follows: 10%...
Protecting South Africa’s orphaned minors with beneficiary funds
Advocate Sankie Morata CFP, CEO of Sanlam Trust One of a parent's biggest concerns is what will happen to their children if something happens to the parent. Who will care for the...
SA’s exclusion from Agoa not as catastrophic as many think, says Old Mutual Investment Group
Meryl Pick, Head of Equities, and Siboniso Nxumalo, Chief Investment Officer, at Old Mutual Investment Group With the announcement of reciprocal tariffs that affect all major US...
What happens to the remaining benefit if a member of a beneficiary fund dies?
David Hurford, CEO of Fairheads Benefit Services A beneficiary fund exists to make sure that the money left to minor children of deceased retirement fund members is used to meet their...
How innovation has revolutionised pension fund administration in the two-pot era
Siphamandla Buthelezi, Head of Platforms at NMG Benefits The introduction of the two-pot pension fund system marked a significant shift for fund administrators, requiring them to...
Don’t make two-pot your savings pot
John Manyike, Head of Financial Education at Old Mutual Under the new “two-pot” system, the cash in retirement-fund “savings pots” presents a real temptation to fund members, but...
Piggy banks to paychecks: How your early years can shape your financial future
Shelley Hartman, Sales Associate at Morningstar Investment Management South Africa When it comes to money, most of us think we’re making logical decisions based on numbers and facts....
Bonds hang in the balance, waiting for a budget resolution
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers Finalisation of the budget may take some time. While this has always been the case, prior to the GNU...
Budget 2025: The good news and the bad
Haroon Bhorat Chair: Investment Committee at Sygnia While we wait for Budget 2025 to pass through Parliament – no longer a fait accompli in the Government of National Unity – it is...
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