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.
Author: Moonstone Information Refinery
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.
NDCA pushes for fit and proper requirements for debt counsellors
The Association’s proposal will embed COFI’s principles and the TCF outcomes into debt-counselling practice.
Bonitas commits to co-operating with CMS investigation
After concluding its section 43 inquiry into Bonitas, the CMS has determined that the allegations merit a further forensic investigation.
Nicola Langridge is the 2025 Financial Planner of the Year
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.
Last chance to book for Moonstone’s compliance webinar
The agenda includes the OMNI-Risk Return, COFI, FICA Business Risk Assessments, and practical cyber-resilience guidance.
Treasury withdraws plan to tax foreign pensions, pledges wider consultation
Although the amendment will not proceed, Treasury remains concerned about double non-taxation and will re-engage with the industry to find a balanced approach.
FSCA is aligning its work with COFI before the Bill becomes law
The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Adjudicator’s rulings highlight ongoing confusion over two-pot withdrawals
The retirement funds correctly refused multiple savings component withdrawals and early access to vested benefits.
Tech, sustainability, and transparency will be currency of financial advice
The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.
From spouses to parents: understanding medical scheme dependants
This edition of Cover to Cover explains medical scheme dependant rules, required documentation, and how advisers can help clients keep their families covered.
Surge in mental-health diagnoses – targeted programmes show results
Discovery Health data shows a sharp rise in mental-health conditions, particularly among young adults, yet structured programmes are helping members to achieve measurable improvements in well-being.
New Pension Funds Adjudicator appointed as Lukhaimane steps down
Lebogang Mogashoa takes office in December for a three-year term.
FSCA issues multiple warnings amid rise in year-end fraud attempts
As festive spending ramps up, the FSCA has issued a string of warnings about impersonators and unauthorised entities preying on consumers.
SASRIA can absorb a catastrophe claim of up to R20bn
The state-owned insurer says it is on track to reach R30bn in reserves by 2029 – but emerging risks could still put its resilience to the test.
