Unit trust portfolios that attracted the most money over the past 12 months
Assets under management increase to R3.27 trillion.
Appeals Board ruling puts Centriq–Dis-Chem partnership on the line
In Circular 48, the CMS signals tougher enforcement against exempted insurers, warning that non-compliant branding and failure to notify regulators will attract decisive action.
Statutory ombud for small businesses is back on the legislative agenda
The ombud will be able to make awards in respect of non-payment for goods and services.
This is how much you will be able to transfer to your savings pot on 1 March 2024
Retirement fund members who are expecting a big pay-out will be disappointed.
New do-it-yourself FICA compliance solution for accountable institutions
The FICA Toolkit is ideal for accountable institutions that have recently initiated their FICA compliance programmes or have relatively simple products and distribution channels.
Latest proposals on how the two-pot retirement system will work
A guide to the features of the three components: savings, retirement, and vested.
Treasury wants to exclude these ‘legacy’ RA funds from the two-pot system
Plus: the proposals for defined-benefit funds, inter-fund transfers, section 37D deductions, and the taxation of contributions and growth.
Understand when tax is triggered on crypto assets
Clarity on when a gain is considered revenue or capital.
Sanlam Umbrella Fund expects group risk premiums to fall over the next two years
What is a fair long-term profit margin on group risk business?
Road Accident Fund compensation: is a forklift a motor vehicle?
The Supreme Court of Appeal considers whether a forklift that knocked down an employee who was working on Spar’s premises was used on a road.
No, you did not receive a WhatsApp from the head of the FSCA
The impersonator pretends to have information about an investigation … and solicits a ‘settlement payment’.
Two-pot retirement system: who will be the winners and the losers?
Sanlam’s modelling looks at the impact of the system’s conflicting aims: higher preservation rates and access to savings.
Give yourself the edge – apply today for MBSE’s Advanced Certificate in Financial Planning
This qualification will give you the skills and knowledge to provide a holistic financial planning service.
Benchmark Survey: 1 in 5 South Africans doubt they will be able to retire
Report also flags the decline in employers making it compulsory for employees to join a medical scheme.
What accountable institutions should consider when screening employees
Complying with the FIC’s Directive 8 without falling foul of the Employment Equity Act, which protects employees from unfair discrimination.
Shift in Discovery Life claims as Covid moves from pandemic to endemic
The reduction in Covid-19-related death claims in 2022 was offset by increasing morbidity trends.
Features of accidental death product lead consumers to think they’re buying a funeral policy
An insurer has a duty to draw a policyholder’s attention to any usual term or condition, the ombudsman says.
A handy guide to the payment of retirement fund contributions for trustees
What you should know about reporting, calculating penalty interest, the in duplum rule, and the employer’s liability.
