Trevor Schoonraad, Health Manager at Axiomatic Consultants As a healthcare broker for the last 25 years, I’ve seen firsthand how overwhelming and confusing South Africa’s healthcare...
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The upside of down – Finding opportunities in times of turbulence and uncertainty
Debra Slabber, Director: Portfolio Specialist at Morningstar South Africa 2025 started off on an interesting, somewhat different note than most investors anticipated. There are signs...
Tariffs, turmoil and trade-offs
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth South African investors have been hit by a double whammy of geopolitical and domestic political uncertainty. Neither is...
Planning for Intergenerational Wealth Transfers in South Africa
Ettienne Bezuidenhout, Wealth Manager at Alexforbes Passing down wealth to future generations is more than just a financial strategy—it is about creating a lasting legacy. In South...
Earning more, taking home less: The hidden tax hike in this year’s budget
Carla Rossouw, Head of Tax at Allan Gray For the second year in a row, Treasury has left personal income tax brackets and rebates unchanged – effectively handing South Africans a...
Guidance on recent US tariff announcements – the importance of staying the course
Jaco-Chris Koorts, Portfolio Manager at Glacier Invest The US administration has declared sweeping import tariffs under the banner of “Liberation Day”, effective as follows: 10%...
Protecting South Africa’s orphaned minors with beneficiary funds
Advocate Sankie Morata CFP, CEO of Sanlam Trust One of a parent's biggest concerns is what will happen to their children if something happens to the parent. Who will care for the...
SA’s exclusion from Agoa not as catastrophic as many think, says Old Mutual Investment Group
Meryl Pick, Head of Equities, and Siboniso Nxumalo, Chief Investment Officer, at Old Mutual Investment Group With the announcement of reciprocal tariffs that affect all major US...
What happens to the remaining benefit if a member of a beneficiary fund dies?
David Hurford, CEO of Fairheads Benefit Services A beneficiary fund exists to make sure that the money left to minor children of deceased retirement fund members is used to meet their...
How innovation has revolutionised pension fund administration in the two-pot era
Siphamandla Buthelezi, Head of Platforms at NMG Benefits The introduction of the two-pot pension fund system marked a significant shift for fund administrators, requiring them to...
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