From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
After much debate, consensus was finally reached on how advisers on life risk business in Australia will be remunerated in future. The ifa online newsletter states: The agreed policy will consist of a […]
The Central Bank of Nigeria (CBN) announced additional capital controls on June 24. CBN Governor Godwin Emefiele listed up to 40 items that would henceforth not be eligible for the purpose of purchasing […]
We recently warned against candidates underestimating the challenge contained in writing the regulatory exams. A reader responded as follows: We recently employed a young lady whose only experience was as a secretary in […]
A recent High Court judgment warns that ignoring the prescriptions of the Promotion of Access to Information Act can have serious implications for those who take it lightly. Walkers Incorporated of Cape Town […]
The FSB published guidelines on the correct interpretation and application of section 13(1)(c) of the FAIS Act which states: A person may not render financial services or contract in respect of financial services […]
With all the attention shifting to the Rugby World Cup in September in England, my colleague André Marais recently invited a few of us to put on our thinking caps about a possible […]
The latest decision by the FSB Appeal Board contains an interesting perspective on the impact of remorse in cases where a review of a decision by the Regulator is requested. The reasons for […]
It is disconcerting to hear how many candidates totally underestimate the level at which the exams are pitched. This is often enhanced when one uses study material containing self-assessment tests which are not […]
Intentions by the Department of Health to amend regulations concerning prescribed minimum benefits in terms of the Medical Schemes Act were challenged by Genesis in court on 18 June 2015, asking that the regulations be […]
The ill-fated Promotion of Access to Information Act of 2000 is rearing its head again. Moonstone Compliance provides all its clients with a PAIA manual. The cost of producing such a manual varies […]
Earlier this month Morningstar released its 2015 Global Fund Investor Experience report. The study rates the collective investment scheme (CIS) industries in 25 countries based on how customer friendly they are. Morningstar gave […]
At some point before or during the 25th African Union (AU) summit held in Gauteng during June 7-15, the South African government crossed an extremely dangerous line. The executive took a decision to […]
Last week’s publication of the Everlytic Guide to Navigating POPI proved to be very popular with readers. It is an easy to read, colourful document, and ideal to use in training sessions for […]
Two financial advisers in KZN turned to the High Court in Pietermaritzburg after being debarred by their former employer. According to an article in the Mercury, the reason for the debarment, given by […]
A study, conducted amongst independent financial advisers by Insight Discovery, could not have come at a better time, given the current review of retail distribution in South Africa. One of the areas currently […]
On Monday night, I stopped watching the Springbok under-twenty match about fifteen minutes before the end. It was just too humiliating watching them self-destruct when their plan A failed. What is even more […]
FSPs with a financial year end of 28 February, have until the end of June to submit their Financial Statements to the FSB. The Exemption of FSPs and Representatives from Section 13(1)(c) of the […]
