Planners as influencers: how to grow reach without losing trust
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
Author: Moonstone Information Refinery
Court rules: you must repay the bank even if your car is faulty
If a financed car is defective, your recourse is against the dealer – not the bank financing the purchase.
Labour Court overturns CCMA’s reinstatement of wealth manager
Failing to follow FAIS-mandated policy-renewal procedures and poor record-keeping constituted a serious regulatory breach that justified dismissal.
Adjudicator lacks jurisdiction over unapproved disability policies
Tribunal confirms that only benefits administered by a registered fund fall under the Pension Funds Adjudicator’s jurisdiction.
Risk manager’s restraint of trade remains even while appeal is pending
Allowing an appeal to suspend the restraint would render the firm’s contractual protection meaningless, as the restraint period could expire before an appeal is heard.
Three years that matter: emigration and access to retirement funds
The three-year countdown starts only when SARS formally recognises you as a non-resident – a difference of months can affect access and tax outcomes.
No one is safe: FSCA sounds alarm on a surge in impersonation and investment scams
Fraudsters are increasingly impersonating reputable financial firms and executives to lure investors.
Treasury concedes on one CIS tax proposal, holds firm on another
National Treasury has withdrawn its proposal that would have triggered capital gains tax when fund managers merge collective investment scheme portfolios.
Acting CEO and CFO among four suspended RAF executives
SCOPA’s inquiry uncovers layers of dysfunction – from years-long paid suspensions and costly legal battles to questionable appointments.
PA fines Discovery Bank R3m for FICA compliance failures
A 2021 inspection found late submission of suspicious activity reports, inadequate staff training, delayed monitoring responses, and shortcomings in the bank’s RMCP.
Meet the people behind MBSE’s qualifications at the November Virtual Open Days
MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.
High Court rules on SARS’s R5.3bn claim against Sasfin Bank
The judgment dismissed parts of Sasfin’s exceptions and left SARS’s statutory claim under the Financial Sector Regulation Act to proceed.
Schools’ exit VAT liability postponed for a year
VAT-registered schools will have to deregister from 1 January 2026, but the deemed output VAT on retained assets will only be payable the following year.
FST upholds debarment of rep who let his debarred brother advise clients
The former Sanlam Life representative claimed his brother only assisted him in an administrative or logistical capacity.
SARB’s new exchange control rules draw criticism
The Institute for International Tax and Finance says the latest exchange control changes could discourage foreign investors and add red tape for non-residents.
More taxpayers will be caught by lower ringfencing threshold
The threshold for ringfencing assessed losses from ‘suspect’ or ‘hobby-like’ trades will be reduced from the 45% marginal rate to 39%.
New era for fund administration: unpacking Conduct Standard 2
Trustees and administrators face a modernised regulatory framework designed to raise standards, strengthen accountability, and ensure fair outcomes for members.
