Bertie Nel, Head of Financial Planning and Advice at Momentum In the run up to the 2024 National Budget Speech, there has been much speculation about a possible increase in Value-Added...
Financial Planning
Use tax concessions to optimise your retirement savings
Marius Du Toit, Managing Director - Efficient Benefit Consulting Many South Africans contribute to a company’s retirement fund or a retirement annuity to save for their retirement....
Government needs to raise an extra R15bn, which means tax increases are likely headed our way
Lullu Krugel, PwC South Africa Chief Economist and Kyle Mandy, PwC South Africa Tax Policy Leader Amid continued large fiscal deficits, National Treasury could look at increasing...
Tax hike risk: Don’t do it, Mr Finance Minister!
Jurgen Eckmann, Wealth Manager at Consult by Momentum If this year’s State of the National (SONA) address was more of an election manifesto rather than an X-ray of our nation that...
Alexforbes Cautions Against Misinformation on South Africa’s Two-Pot Retirement System
Avishal Seeth, head of retirement consulting at Alexforbes As a prominent stakeholder in South Africa's retirement funding sector, Alexforbes has the responsibility of educating and...
How to set SMART money resolutions
Nomi Bodlani, head of direct clients at Allan Gray Many South Africans make money resolutions at the start of the year. But come mid-year, when the optimism of the new year has faded,...
South Africans are living hand-to-mouth
Brina Biggs, Senior Manager at 1Life Insurance Over 50% of consumers have taken out a microloan or an advance on their salary to put food on the table - 1Life Insurance survey reveals...
Tap into tax benefits this February
Carla Rossouw, head of tax at Allan Gray If you’re saving for your retirement, both retirement annuities (RAs) and tax-free investments (TFIs) are good investment choices. But which...
Equities crucial to grow retirement savings in excess of inflation
Adriaan Pask, Chief Investment Officer at PSG Wealth The rise in life expectancy poses a significant challenge for individuals planning for retirement, necessitating a shift in the...
Getting SARS To Sponsor Your Retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo "It is a lost opportunity not to invest in a retirement product." Times are tough. We hear it from...
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