Risks of global stocks are high – is a fallout looming?
Soaring global equities should be seen in the context of the business cycle.
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Individual policyholder funds with assessed losses face higher tax bill
How the limitation on setting off assessed losses against taxable income affects life insurers and policyholders.
South Africa is at high risk, but not only on the downside
The country is in a position similar to the one it was in before the apartheid system collapsed.
Disputes with Sars: can you raise new grounds of objection?
Taxpayers should formulate comprehensive grounds of objection and appeal from the beginning of the dispute resolution process.
Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Two pots will add complexity to the tax treatment of retirement benefit withdrawals
Withdrawals from the savings and retirement pots will be taxed in different ways.
Is ‘bona fide inadvertent error’ a good defence when you’re slapped with an understatement penalty?
The Supreme Court of Appeal and the SA Revenue Service have different views on what exactly this term means.
Higher death rate among younger, upper-income earners – Discovery data
Another trend is the marked increase in death claims due to heart conditions and cancer.
FAIS Ombud told to reconsider complaint against Old Mutual for rejecting liability claim
Tribunal was ‘not afforded the courtesy’ of an explanation for the ombud’s failure to respond to questions from the deputy chairperson.
Crypto providers welcome FSCA supervision
They believe it will result in financial advisers including crypto assets in their investment recommendations to clients.
Key take-outs from the Consulta Life Insurance survey 2020
Why is this survey so important? The conclusionary note in the media release reads as follows: The SA-csi for Life Insurance is the most comprehensive survey of customer satisfaction, and is a causal […]
Key take-outs from the Consulta Life Insurance survey 2020
Why is this survey so important? The conclusionary note in the media release reads as follows: The SA-csi for Life Insurance is the most comprehensive survey of customer satisfaction, and is a causal […]
UK regulator aims to strengthen investment rules to avoid white noise in risk warnings
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
UK regulator aims to strengthen investment rules to avoid white noise in risk warnings
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
SCA ruling might prompt insurers to amend their policies
“A recent decision of the Supreme Court of Appeal, handed down on 13 April 2021, will have a material impact on South Africa’s insurers, requiring them to review their policies,” according to George […]
Tribunal finding that Industry is improving in debarment process
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
Tribunal finding that Industry is improving in debarment process
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
