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Home / Author: Moonstone Information Refinery / Page 102

Author: Moonstone Information Refinery

Videos

Video interview: New mutual insurer enters the market

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2025 FPI Convention Highlights with Lelané Bezuidenhout and Ronald Matande

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Key compliance issues for FSPs in 2025/26

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Training webinars for healthcare brokers in July and November

Attendees can claim 7.5 CPD hours provided they attend both days of the webinar and complete an assessment.

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How the Credit Ombud helped consumers in 2022

Two-thirds of disputes were settled in favour of consumers.

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Treasury director Yanga Mputa appointed as the new Tax Ombud

The ombud’s office is a crucial mechanism for ensuring fairness, accountability, and transparency in the tax system, finance ministry says.

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Discovery loses bid to force RAF to resume paying medical scheme members’ claims

The administrator is seeking interim relief until the Constitutional Court rules on the matter.

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Avoid the CPD scramble with one of MBSE’s subscription packages

Our CPD subscription packages are ideal for corporate FSPs that want to ensure their KIs and reps comply with the required CPD hours.

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Two pots: good news about tax on lump-sum withdrawals at retirement

National Treasury resolves the conflict between the draft legislation and the explanatory memorandum.

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Are you exempt from submitting a tax return for 2023?

Pay attention to the conditions that must be met for an exemption.

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FSCA extends merchant banks’ FAIS exemption

The exemption allows banks to provide financial services to certain clients without meeting the requirements of the FAIS Act.

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Guaranteed annuity is the better option for most retirees, says Actuarial Society

Pensioners are sacrificing the certainty of a lifetime guaranteed income in the hope that some capital will remain for a loved one when they die.

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Sars announces deadlines and changes for 2023 tax-filing season

Taxpayers who disagree with an auto-assessment have more time to submit a revised return.

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‘Treasury’s fiscal conservatism may undo the solar energy tax break’

Inverters are a crucial part of any solar energy system and excluding them from the tax incentive does not make sense, says Webber Wentzel.

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MBSE now offers four options for funding your studies

With Capitec, you could get up to R500 000 at a discounted fixed interest rate and up to 84 months to pay.

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Latest claim statistics provide insights for financial advisers, says Old Mutual

Advisers can reference the data to guide consumers in making informed decisions about risk cover.

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What business owners should know about declared insured values

Having accurate declared insured values is fundamental to the insurer being able to underwrite the policy properly.

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Auditors’ regulator welcomes hike in fines for misconduct

But will this have unintended adverse consequences for the profession?

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What private companies should know about beneficial ownership disclosure

To make sense of the new disclosure regime, it is necessary to distinguish the novel concept of a beneficial owner from the pre-existing notion of “beneficial interest”.

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Credit agreement concluded electronically is valid, High Court confirms

Defendant also argues a recorded phone call should not be considered because he was not warned it might be used in court.

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Investment Rates

 

Updated 9 February 2026

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Money Market funds

Updated 9 February 2026

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RAF cannot appropriate medical scheme payments, says court
https://youtu.be/5vDGx8iPr1w
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