Beplanning onderwerpe
By: Meg SteynIT’S ALWAYS heartbreaking when a client comes to us, and we have to inform them that a diamond is not what they thought it was.With the rise of synthetic diamonds and the vast price difference between them and natural diamonds, it has become easier to find those shopping for…
By: Siyakhe MasiyeConsumers often query the cost of their insurance premiums, questioning why an asset belonging to one individual may cost more to insure, in comparison to another individual who owns the same asset type. The answer lies in the fact that premiums are determined according to an…
By: Thabo Qoako“DIRTY John”, “Tinder Swindler”, “The Most Hated Man” on the internet – it seems our screens are ablaze with stories about those who mislead, exploit, or are abusive to others for their own financial gain. Despite this growing awareness, it’s happening every day– yet we never seem to…
By Ethan RuskinIn a realm where the pen commands more authority than the sword, media conglomerates wield significant power, shaping public sentiment and possessing the capability to either build or demolish reputations. Yet, this power isn't always exercised responsibly, as evidenced by the…
Fairtree, a relatively young asset management firm based in Bellville, Western Cape, has outperformed the more established players in South Africa’s investment industry to win the coveted South African Manager of the Year trophy at the annual Raging Bull Awards gala dinner, held at the Cape Town…
• Raging Bull Award: Best South African Multi-Asset Flexible Fund on a Risk-Adjusted Basis over five years to December 31, 2023Salvo Investment Managers is a discretionary fund manager based in Bloemfontein whose core functions include managing unit trust funds and private client portfolios, and…
PSG Diversified income fund won:• Raging Bull Certificate: Best South African Multi-Asset Income Fund for Straight Performance over Three Years to December 31, 2023• Raging Bull Award: Best South African Interest-Bearing Fund for Straight Performance over Three Years to December 31, 2023This is the…
PSG Global Equity Feeder Fund won:• Raging Bull Award: Best (SA-Domiciled) Global Equity General Fund for Straight Performance over Three Years to December 31, 2023The PSG Global Equity Feeder Fund is a rand-denominated fund that invests solely into the PSG Global Equity Sub-Fund, a sub-fund of PSG…
INVESTEC BCI DYNAMIC EQUITY FUND• Raging Bull Award: Best South African Equity General Fund for Straight Performance over Three Years to December 31, 2023• Raging Bull Award: Best South African Equity General Fund for Risk-Adjusted Performance over Five Years to December 31, 2023The Investec BCI…
Just SA’s weekly jargon buster aims to give simple, plain English explanations for typical words and phrases used in the financial industry, in particular, words relating to guaranteed life annuities and living annuities. This week, we look at the letter: GGuarantee periodAlso called a Minimum…
Fairtree, a relatively young asset management firm based in Bellville, Western Cape, has outperformed the more established players in South Africa’s investment industry to win the coveted South African Manager of the Year trophy at the annual Raging Bull Awards gala dinner, held at the Cape Town…
Coronation Global Capital Plus Fund won:• Raging Bull Award: Best (FSCA-Approved) Offshore Global Asset Allocation Fund on a Risk-Adjusted Basis.The Coronation Global Capital Plus Fund belongs to Coronation’s stable of offshore funds, denominated in US dollars and domiciled in Ireland. Launched in…
Aylett Balanced Prescient fund won: • Raging Bull Certificate: Best South African Multi-Asset High Equity Fund on a Risk-Adjusted Basis over five years to December 31, 2023• Raging Bull Award: Best South African Multi-Asset Equity Fund on a Risk-Adjusted Basis over five years to December 31,…
• Raging Bull Award: Best (FSCA-Approved) Offshore Global Equity Fund for Straight Performance over Three Years to December 31, 2023Contrarius Investment Management is based in Jersey, with offices in Bermuda and South Africa. It was founded in 2008 by former Allan Gray chief investment officer…
There has been an increase in email and text message scams by fraudsters claiming to represent the post office, the joint business rescue practitioners of the SA Post Office warned on Friday.“The emails and SMS messages appear to originate from the Post Office when in fact they are fraudulent,”…
Kisses and hugs on Christmas Day, during the height of Covid 19, came at a price for two women, both hospitality workers at a hospital, after they were fired.But the CCMA earlier ruled that their dismissals were substantively unfair. The commissioner ordered reinstatement and back pay.The Empact…
By Carla RossouwIf you are considering relocating or working abroad, it is important to understand the tax implications that come with these decisions. Failure to be well informed about your tax residency status and obligations could result in significant tax liabilities.There is a myriad of…
By: Tyrone LowtherFollowing the recent budget speech, delivered by Finance Minister Enoch Godongwana, many South Africans are concerned about “tax bracket creep”, where, due to tax brackets not being adjusted with this speech, those receiving increases could end up paying more tax.However, with…
By PSG Asset ManagementThere can be little doubt that the past few years since the advent of the Covid-19 pandemic has marked some of the most challenging times for investors in recent memory.We believe this is symptomatic of some deep-seated changes taking place in the investment environment. At…
By: Khosi JiyaniThe relationship with money is shaped from an early age. Growing up in a household filled with material comforts can lead to taking money for granted, while growing up with shortage can strain a negative money mindset.However, regardless of our upbringing, the decisions we make as…