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Why the tax-free savings account deserves a place in every portfolio
Diane Behr, Director & Operations Manager at Foord Asset Management Despite being available for many years, TFSAs remain underused or are often not used to their full potential....
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The importance of financial literacy
Denise Neethling, Head of Marketing at Paymenow Financial literacy is once again making headlines as South Africans begin to withdraw from their retirement savings under the new...
The importance of an emergency fund in the two-pot era
Tebogo Marite, Communications Specialist at Allan Gray The two-pot retirement system, which was implemented on 1 September 2024, aims to combat both immediate and long-term hardship by...
Storm clouds, silver linings
Izak Odendaal, Investment Strategist at Old Mutual Wealth Storm clouds are building over the Middle East as the long-feared escalation of the conflict there arrived in recent days. The...
Cybersecurity Awareness Month: Secure your business in a digital world
Makolo Kalambaie, Business Head: Financial Lines and Cyber at Santam Cybercriminals are no longer only targeting large corporates. Whether your business is big or small, in a city or...
Death benefits and section 37C – the duty to identify and trace dependents
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate Introduction When a member of a retirement fund dies before reaching retirement age (and if the rules of the particular...
Markets anticipated an escalation in the middle east conflict
Maarten Ackerman, Chief Economist at Citadel As the Middle East conflict continues to escalate, investors may be understandably concerned about the potential impact on their...
The US interest rate cycle and what it means for SA bonds
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers The path of US rates is arguably the most important debate for SA bond investors, alongside SA’s...
Dealing with the financial implications of getting divorced in your older years
Leonie O’Connell, Financial Adviser at Momentum Financial Planning Divorce is a time of immense stress – mental, emotional, and often financial; and this can be exacerbated when you...
Two-pot truths for SA’s burning retirement questions
LIze de la Harpe, Senior Legal Advisor at Sanlam Corporate Just over a month into the rollout of South Africa’s Two-pot retirement system thousands of citizens have navigated the...
Death and taxes: A South African tale
Prof Haroon Bhorat, Chair: Investment Committee at Sygnia One of the most important relationships in economics, almost intrinsically understood, is that taxes are both necessary for an...
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