Satrix introduces SA Inc building block for local equity exposure
The SA Inc AMETF focuses on companies closely tied to local economic conditions, using revenue exposure rather than market cap as a primary weighting input.
Author: Moonstone Information Refinery
Income tax brackets, medical tax credits adjusted for inflation
The government finally cuts payers of personal income tax some slack – and increases the medical scheme tax credits.
Changes to CGT, tax-free savings, retirement contributions, and donations
Treasury also proposes new thresholds at which fund members and living annuitants can commute to a cash lump sum.
Money talks: what the 2026 Budget says about government’s priorities
A tighter, more disciplined Budget channels spending into social support and infrastructure while cutting waste to avoid tax hikes.
Is South Africa finally turning the corner on debt?
While borrowing remains substantial, improving bond yields, firmer revenue, and reduced debt-service growth suggest a more credible consolidation path.
Increase in the VAT registration threshold
The tax regime for small and micro-businesses will also be adjusted for inflation.
Treasury signals overhaul of CIS taxation
The proposal is to reclassify all returns from collective investment schemes and retail hedge funds as capital gains.
High Court order stalls NHI roll-out until ConCourt decision
The Pretoria High Court formalises an agreement between the Presidency and NHI opponents to stay ongoing court proceedings.
Settlement clarifies interplay between disclosure and suitability in annuity advice
A settlement facilitated by the FAIS Ombud highlights that full disclosure of product terms does not, on its own, satisfy suitability obligations under the Code of Conduct.
Transformation Fund moves into B-BBEE scorecards as draft codes signal policy shift
Draft amendments to the B-BBEE Codes introduce the government’s proposed Transformation Fund into the compliance framework, reshaping enterprise development, procurement incentives, and scorecard calculations.
Court clarifies boundary between NCA enforcement and Insolvency Act remedies
The High Court rejects arguments that excess transactions processed during a system error amounted to unlawful credit extension.
‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
Ramaphosa pauses NHI promulgation pending ConCourt ruling
The President undertakes not to bring any provisions of the NHI Act into force until the Constitutional Court rules on two cases.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
FST affirms strict honesty standard in document alteration case
The Tribunal upholds the debarment of an F&I consultant who altered delivery and witness details on vehicle finance documents.
Santam authorised to establish IFSC reinsurance office in India
The licence allows the insurer to operate as an International Insurance Office within India’s financial hub.
SARB proposes ARP regime to formalise alternative remittance channels
The draft ARP Manual introduces licensing, capital, and AML/CFT obligations for informal remittance providers.
