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Home / Author: Moonstone Information Refinery / Page 107

Author: Moonstone Information Refinery

Videos

Budget: Key changes for taxpayers and investors

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Budget: Key changes for taxpayers and investors

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Key compliance issues for FSPs in 2025/26

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Treasury wants to exclude these ‘legacy’ RA funds from the two-pot system

Plus: the proposals for defined-benefit funds, inter-fund transfers, section 37D deductions, and the taxation of contributions and growth.

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Sanlam Umbrella Fund expects group risk premiums to fall over the next two years

What is a fair long-term profit margin on group risk business?

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Road Accident Fund compensation: is a forklift a motor vehicle?

The Supreme Court of Appeal considers whether a forklift that knocked down an employee who was working on Spar’s premises was used on a road.

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No, you did not receive a WhatsApp from the head of the FSCA

The impersonator pretends to have information about an investigation … and solicits a ‘settlement payment’.

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Two-pot retirement system: who will be the winners and the losers?

Sanlam’s modelling looks at the impact of the system’s conflicting aims: higher preservation rates and access to savings.

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Give yourself the edge – apply today for MBSE’s Advanced Certificate in Financial Planning

This qualification will give you the skills and knowledge to provide a holistic financial planning service.

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Benchmark Survey: 1 in 5 South Africans doubt they will be able to retire

Report also flags the decline in employers making it compulsory for employees to join a medical scheme.

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What accountable institutions should consider when screening employees

Complying with the FIC’s Directive 8 without falling foul of the Employment Equity Act, which protects employees from unfair discrimination.

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Shift in Discovery Life claims as Covid moves from pandemic to endemic

The reduction in Covid-19-related death claims in 2022 was offset by increasing morbidity trends.

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Features of accidental death product lead consumers to think they’re buying a funeral policy

An insurer has a duty to draw a policyholder’s attention to any usual term or condition, the ombudsman says.

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A handy guide to the payment of retirement fund contributions for trustees

What you should know about reporting, calculating penalty interest, the in duplum rule, and the employer’s liability.

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Update: Fica webinar for new accountable institutions is now fully booked

We are giving away two-and-a-half hours of Fica compliance expertise on 7 June.

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End of compulsory audit firm rotation rule ‘poses minimal threat in the short term’

Irba says it will work with Parliament to address the technical legal issue raised by the Supreme Court of Appeal’s judgment.

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Organised crime and illicit trade are sucking billions out of the economy

The lockdowns provided illicit traders with a golden opportunity to expand their activities, report says.

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MBSE’s Higher Certificate in Wealth Management is the ideal entry-level qualification for a financial services career

This qualification is a building block to becoming financial planning professional.

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Ruling on whether a Covid claim was excluded prior to the completion of underwriting

The Ombudsman for Long-term Insurance finds that the policy wording did not support what Old Mutual intended to achieve.

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Sanlam notes uptick in sickness, disability claims among younger South Africans

The total value of claims in 2022 was 23% lower than in 2021, partially because of a marked decrease in Covid-related claims.

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Investment Rates

 

Updated 2 March 2026

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Money Market funds

Updated 2 March 2026

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Budget: Key changes for taxpayers and investors
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