Duma Mxenge, Head of Business and Market Development at Satrix* National Treasury introduced Tax-Free Savings Accounts (TFSAs) almost 10 years ago, on 1 March 2015, to encourage South...
Financial Planning
Back to school, investing for education and the offshore advantage
Shaheed Mohamed, Head of Group Savings and Investments at Allan Gray With the new school year in full swing, South African families may be wondering how to finance the growing cost of...
Offshore tax regulations: Implications for South African investors, business owners and emigrants
Lance Lawson, Business Development Consultant at Sovereign Trust SA With South Africans being able to invest up to 45% of their retirement savings, and up to R11 million in total per...
Expropriation – what it means for your finances
Warren Wilkinson, Franchise Principal and Financial Adviser at Consult by Momentum Expropriation, in South Africa, is currently the kind of topic you avoid if you want to enjoy arm’s...
Don’t let tariff headlines trump your retirement income
Bjorn Ladewig, Head – Business Development and Marketing at Just SA In President Trump’s first term in office, he was famous for firing off tweets to broadcast his thoughts and...
To be (married) or not to be
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate Introduction We see it every day; couples living together instead of getting married (commonly referred to as a...
Joint finances vs. separate accounts: what works best when debt is involved?
Sebastien Alexanderson, Head of National Debt Advisors As Valentine’s Day approaches, love is in the air—but so are financial decisions. With nearly one in five individuals having...
Surviving the waithood: when children stay home or boomerang back
Lee Hancox, Head: Channel and Segment Marketing at Sanlam Just when you thought you could finally enjoy your own money, they move back! Globally, many young people are either waiting...
How to maximise your tax benefits in a two-pot era
Carla Rossouw, Head of Tax at Allan Gray Since the two-pot system was introduced in September last year, more than two million pension fund members have made use of the withdrawal...
Four ways for couples to achieve financial harmony this Valentine’s Day
Mariné van Brakel, Deputy CEO at RCS Building a life together means sharing dreams, overcoming challenges, and working towards common goals. Just as strong relationships thrive on...
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