
Digital assets: three questions advisers need to be asking
Who can advise on digital assets, where can clients move them, and what can SARS see? A practical look at the questions advisers need to understand.
The FPSB’s second global study finds growing use in client service and research, alongside reported efficiency gains and concerns about privacy and reliability.

Who can advise on digital assets, where can clients move them, and what can SARS see? A practical look at the questions advisers need to understand.

Following its 2023 judgment, the Court has removed the separate exclusion that prevented pension interest from being considered in qualifying post-1984 marriages.

Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.

An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.

Cross-border clients can create complex insurance challenges – from foreign-currency liabilities and estate duty to tax residency, beneficiaries, and offshore compliance.

The CMS’s 2025/26 annual report also highlights progress on a costed primary healthcare benefits package and research into linking administrator fees to outcomes.

International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.

The Institute for International Tax and Finance says Clara can indicate when SARS approval may be required and which supporting documents users may need.

The process differs depending on whether possession is authorised by a court or the consumer agrees to surrender the vehicle voluntarily.

The insurer says its new positioning reflects the need to help customers navigate interconnected risks and make more confident decisions in a changing world.

Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.

The NCC’s draft guidelines include financial institutions and insurers, giving businesses five months to prepare for monthly database cleansing and enforcement.

The return to the GRAP accounting standard has put R452.4bn of liabilities back on the books – more than nine times the RAF’s annual income of R48.1bn.

The case forms part of Project Jan Vas, a wider investigation into an alleged organised criminal network targeting the tax system across several provinces.

Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Wednesday night.

Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.

Sanlam wants to take full ownership of Santam in a deal that values minority shareholders’ exit at a 26.6% premium.