New AI tool helps untangle rules for moving money abroad
The Institute for International Tax and Finance says Clara can indicate when SARS approval may be required and which supporting documents users may need.
FATF sharpens focus on virtual assets as SA faces next evaluation
A targeted review of virtual-asset oversight coincides with South Africa’s fifth-round evaluation, which will examine the effectiveness of its financial-crime controls.
Car repossession: what the bank must do and what you should check
The process differs depending on whether possession is authorised by a court or the consumer agrees to surrender the vehicle voluntarily.
Hollard refreshes brand positioning around greater certainty
The insurer says its new positioning reflects the need to help customers navigate interconnected risks and make more confident decisions in a changing world.
What happens to your debt when you die
Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.
Opt-out rules bring financial services into the compliance net
The NCC’s draft guidelines include financial institutions and insurers, giving businesses five months to prepare for monthly database cleansing and enforcement.
RAF’s balance sheet delivers a brutal reality check
The return to the GRAP accounting standard has put R452.4bn of liabilities back on the books – more than nine times the RAF’s annual income of R48.1bn.
14 appear in court over alleged R3.99m VAT refund fraud
The case forms part of Project Jan Vas, a wider investigation into an alleged organised criminal network targeting the tax system across several provinces.
Brendan Dunn ‘goes one step further’ to win 2026 Planner of Year Award
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Wednesday night.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
Sanlam offers R505 a share to take Santam private
Sanlam wants to take full ownership of Santam in a deal that values minority shareholders’ exit at a 26.6% premium.
Sizwe Hosmed enters 2027 with 40% solvency and self-administration in place
Contributions will increase by between 7.5% and 8.5%, with Essential Copper introducing a lower-income band.
Momentum Corporate to acquire full ownership of Verso
The deal gives Momentum full ownership of the retirement fund administrator despite Verso’s recent losses, with scale and complementary businesses central to the rationale.
Warning over RE certificates bearing FSCA’s and Moonstone’s branding
The regulator says EduMe is not an approved examination body, although education providers may offer services that help candidates prepare for the examinations.
FSCA investigates Sanus after receiving client complaints
The regulator is examining possible contraventions involving the provider, which operates the EZInvest and Financix trading platforms.
Debarment set aside after call record contradicts key allegations
The Tribunal questioned Clientèle’s ‘free’ voucher advertising and sales script, while the insurer says its Royalty benefit is provided at no additional cost.
Your future self is counting on you
World Financial Planning Day is a timely reminder to reflect on your retirement plan, with MBSE’s Julette Wentzel asking whether your future self will thank you for today’s decisions.
Financial control improves, but households still have little room for error
The latest Sanlam index shows that greater control over monthly commitments does not necessarily mean people are better prepared for an unexpected financial shock.
