Further education boosts confidence and expertise in financial planning
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
Latest FATF review puts South Africa under a harsher spotlight
Treasury says the country already has most of the rules it needs; the challenge now is proving that institutions are using them effectively.
How the new employment equity rules impact your business
Moonstone Compliance’s webinar will provide practical guidance on aligning your employment equity plan with the amendments to the Act.
Insurance pioneer Douw Steyn passes away aged 72
His legacy includes a groundbreaking approach to selling insurance, building Steyn City, and a commitment to community development.
FSCA fines funeral service R4.4m for unauthorised insurance operations
The two directors of Hernell Funerals have been debarred for 10 years and five years, respectively.
VBS scandal: six convicted, 35 arrested – and more to come
Authorities have convicted six individuals in the VBS Mutual Bank fraud case, including former executives and municipal officials. However, with 29 accused still on trial and 43 more suspects under investigation, the case is far from over.
SARS ramps up scrutiny as trust and provisional tax filings surge
With more tax returns submitted, SARS is intensifying efforts to ensure full compliance, particularly among trusts, using AI and data-driven enforcement.
SARS anticipates up to R12bn from two-pot withdrawals
This is double the initial estimate of between R5bn and R6bn.
Latest warnings against unauthorised operators soliciting ‘investments’
The FSCA has issued warnings about individuals and entities promising unrealistic returns while lacking the required authorisation to offer financial services.
Key compliance issues for FSPs in 2025/26
Mark Bechard talks to Billy Seyffert, Moonstone Compliance’s chief operating officer, about regulatory developments shaping the compliance landscape. Billy provides his views on the OMNI-Risk Return – why it’s better than the OMNI-CBR […]
Interview with Nicola Langridge, 2025 Financial Planner of Year
The Financial Planning Institute of Southern Africa on 3 November named Nicola Langridge as the winner of the Financial Planner of the Year Award. Mark Bechard of Moonstone Publications spoke to Langridge, a […]
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
Court ruling on SRD grant could deepen the government’s fiscal crisis
The judgment strikes down restrictive aspects of the grant regulations, ordering the government to increase the grant and ensure that no eligible applicants are excluded.
Gross two-pot withdrawals top R43 billion
SARS highlights common errors that can lead to application rejections and warns against attempts to evade tax.
US market dominance: exceptional growth or hidden risk?
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
Most South Africans can only afford to retire at 80, says Sanlam
Employer interventions, including automatic contribution increases and making finance advice more accessible, are required to bridge the retirement age gap.
New draft code on dismissals: what employers need to know
The guidelines provide for more flexibility, particularly for small businesses, while redefining how issues such as misconduct and poor performance are handled.
Holiday season spending soars: cash remains king amid festive shopping frenzy
BankservAfrica data shows cash demand remained high in December, with online shopping also seeing record growth.
