Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
Author: Moonstone Information Refinery
Crypto payment-type activity may fall under FAIS, say regulators
Crypto assets fall outside the NPS Act, but intermediary-led payment-type activity involving crypto may still trigger a licensing requirement.
SCA upholds Adjudicator’s reading of ‘12 months’ in section 37C
The retirement fund was not entitled to pay the benefit into the estate because it only learned of the member’s death more than a year later.
Momentum’s critical illness claims top R1bn in 2025
Higher critical illness and disability payouts reflect a risk environment increasingly defined by prolonged recovery, income loss, and ongoing care costs.
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Driving habits reset under pressure of rising fuel costs
Discovery Insure’s latest data points to sustained cutbacks in travel and fuel use after back-to-back price increases in April and May.
High Court clarifies when the clock starts ticking on consumer complaints
In certain CPA disputes, the three-year period for pursuing a complaint begins when a supplier refuses to provide a remedy, not necessarily when the underlying service was performed.
Pension increases under scrutiny as GEPF assures MPs of strong finances
The Select Committee also raised concerns about PIC oversight, unlisted investments, and benefit administration.
Not just inflation: the demographic shift driving medical scheme hikes
Shrinking younger membership is intensifying an ageing risk pool, pushing contributions higher even when hospital use is flat.
Investors kept buying despite first-quarter market sell-off
South African investors committed R51 billion to collective investment schemes in the first quarter of 2026 despite heightened market volatility.
AI policy rewrite begins as department traces source of fake references
Fictitious references in South Africa’s withdrawn draft National AI Policy may have originated from a translated Chilean source document.
Salary growth steadied in Q1 – but pressure on pay may lie ahead
Inflation has already erased recent gains, and higher fuel costs risk deepening the squeeze on household budgets.
CPD deadline days away: MBSE highlights immediate-access course options
Professionals still have time to complete any outstanding hours, but they should avoid leaving enrolment to the weekend.
Two-pot withdrawal allowed: fund’s arrears rule doesn’t apply to member
The deputy adjudicator finds the ‘freeze’ clause the fund relied on is tied to its DB rules and can’t be used to block a DC member’s savings withdrawal.
JSE aims to turn renewed SA sentiment into durable capital formation
The new CEO says foreign flows are mixed and timing remains tricky, but points to a stronger deal pipeline and reforms aimed at keeping longer-term investors engaged.
Tribunal: liquidation does not bar arrear contributions complaint
The Adjudicator conflated jurisdiction with enforcement and overlooked the potential personal-liability provisions in the PFA.
Debt pressure shifts up the income ladder despite rate relief
DebtBusters data shows repayments still swallow most take-home pay, with pressure shifting upwards to higher earners and credit thinning out for lower-income households.
