Budget 2026: why advisers should revisit every client plan

From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.

Read More

FSP Numbers

The latest figures released by the FSB shows that 313 FSPs had their authorisation suspended between 4 December 2012 and 24 January 2013. There were relatively few other “offs” and “ons”, with the […]

Read More

Compliance Officer Exemption from REs

Board Notice 207 of 2012 was published on 14 December 2012, and now stipulates that the compulsory regulatory exam for COs must be written by 31 December 2013. “Compliance officer” means a compliance […]

Read More

FSB Newsletter 13

The latest newsletter from the FSB focuses on communication with the FSB. A number of readers were unable to open the link contained in e-mail sent on Friday. We obtained a copy this […]

Read More

Understanding the Male Psyche

This is a story which is perfectly logical to all males: A wife asks her husband: “Could you please go shopping for me and buy one carton of milk, and if they have […]

Read More

Expediency and the Ombud

“The FAIS Ombud’s role is to resolve disputes between financial services providers and their clients in a procedurally fair, informal, economical and expeditious manner.” Thus reads the home page of the Ombud’s website, […]

Read More

Regulatory Changes Envisaged for 2013

New legislation will entail changes to the wording of contracts between insurers and juristic representatives. Alan Holton explains the legislation, and how you can address the changes: Hi Paul Thanks for the most […]

Read More

From Heroes to Zeroes

To describe the series loss as a disappointment, is an understatement.  Although the Proteas seemed to be cruising to a win at a 160 for 1 the side imploded to lose the game […]

Read More

A Beguiling Tale

One day, when a seamstress was sewing while sitting close to a river, her thimble fell into the river. When she cried out, a good fairy appeared and asked, “My dear child, why […]

Read More

Pension Fund Transgressions now Criminalised

We publish below a press release by Bowman Gilfillan: Employers failure to pay pension fund contributions to become a criminal offence An employer’s failure to pay contributions to a pension fund will become […]

Read More

Minder Rompslomp vir Maatskappye, BK's

Alle maatskappye en beslote korporasies is wetlik verplig om jaarliks opgawes in te dien by die kommissie vir maatskappye en intellektuele eiendom (CIPC). Lesers sal onthou dat daar so ‘n paar jaar gelede […]

Read More

Problems downloading FSB Circular 1 of 2013?

This document, entitled “Disclosure of Fees and other potential Conflict of Interests on Third Party Collective Investment Scheme Portfolios” proved to be difficult for some people to download. Please click here to download […]

Read More

The weekend that was

Ek raak nou al uitgehonger vir die Super 15, en na die naweek se teleurstellende uitslae in die krieket en sokker, begin ek maar solank oplees oor wat vir ons op die rugby […]

Read More

Treasury Response to Comments

A document containing National Treasury’s responses to comments on the Financial Services Laws General Amendment Bill was published recently. The 110 page document makes for heavy reading if you are not a legal […]

Read More

Compliance Audits and Appointments

Appointments We are happy to confirm two new appointments at Moonstone to assist with the increasing demand for our compliance services. Jaconette de Beer will bring her vast experience and expertise to the […]

Read More

Regulation of Tax Practitioners

We found the following on the SARS website: Analysis shows that the compliance of tax practitioners is low. For example, tax practitioners owe more than R260 million to SARS in their own personal […]

Read More