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Home / Author: Moonstone Information Refinery / Page 41

Author: Moonstone Information Refinery

Videos

Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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Budget: Key changes for taxpayers and investors

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Staying ahead of regulatory change: why ongoing training is non-negotiable

As regulatory enforcement escalates, MBSE’s specialised FICA, POPIA and NCA short courses provide financial professionals with the most practical way to stay compliant, avoid costly penalties, and build lasting client trust.

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Flexible income now, guaranteed income later: Discovery’s answer to longevity risk

Discovery Invest’s new retirement offering combines a living annuity’s market exposure and income flexibility with a lifetime guarantee that kicks in from age 80.

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Collusion investigation: Wesbank and Toyota to pay R30m fine

The agreement resolves a probe into alleged market-division in Toyota vehicle finance and removes restrictions that blocked WesBank from competing at dealerships.

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Tribunal upholds debarment over ‘ghost quotes’

The FST found that repeated creation of phantom quotes and unauthorised ITC checks breached honesty and integrity standards.

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Treasury official to run GPAA amid probe into procurement transactions

National Treasury has opened a forensic investigation into procurement deals after irregularities in contracts totalling more than R1.2bn were reported.

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Retirement funds urged to harness trillions for Africa’s transformation

IRFA president Geraldine Fowler calls on retirement funds to invest for impact, strengthen operations, and shape reforms, stressing their power to drive both financial security and societal change.

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Banxso will contest provisional liquidation order

Judge says there is a prima facie case that the trading platform does not operate within the confines of the law.

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Umbrella funds boom – advisers should assess fit, not just fees

For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.

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Proactive regulation key to market integrity, says Kamlana

The FSCA is closing the prudential gap between banks and non-bank OTC derivative providers, signalling higher capital and risk-management standards.

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When estates stall: why liquidity planning is critical for families

Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.

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Competition Commission backs Fedhealth–Medshield merger

Fedhealth’s acquisition of Medshield comes after Sanlam named Fedhealth its exclusive open medical scheme partner.

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SARB moves to liquidate community bank

Ditsobotla is in worse financial shape than previously thought, and the resolution process is unlikely to turn things around.

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When algorithms collude: how AI may break competition law without intent

Experts warn that AI tools may quietly drive price-fixing and collusion, posing a new threat to competition law.

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Group benefits are a safety net – if they’re understood

Employee benefits specialist and Certified Financial Planner® Johann Peens unpacks the common pitfalls that can leave members exposed.

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Average living annuity drawdown rate drops below 6% for the first time since 2011

Strong market returns and rising balances have prompted many retirees to reduce withdrawals – a trend ASISA encourages annuitants to maintain.

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Treasury publishes tax changes affecting pensions, trusts, and individuals

In addition to foreign pensions and trust income, the measures affect death benefits, child maintenance, capital distributions by unit trusts, and assessed losses.

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VAT-registered schools may face cashflow shock

The proposed blanket exemptions for goods and services supplied by schools will force VAT-registered schools to deregister and lose input-tax recovery.

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Investment Rates

 

Updated 6 July 2026

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Money Market funds

Updated 6 July 2026

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Declining costs benefit retirement fund members
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