Articles

October 25, 2018

The importance of growth assets for living annuity investors

This article is the third in our series on how to manage a living annuity to provide an inflation-proof income over a period of 30 years. We […]
October 25, 2018

Has Sars disallowed your medical expense claim?

Tax practitioners have been caught by surprise after the South African Revenue Service (Sars) disallowed medical expense claims due to failure to submit the correct […]
October 25, 2018

Nearly half of SA’s workforce estimated to have no retirement plan – survey

About 41% of economically active South Africans are estimated not to have any retirement plan in place, according to a survey by 10X Investments. It […]
October 25, 2018

There is an energy revolution on the way – Stellenbosch Professor

The reality is renewables are much cheaper than fossil fuels and investment in renewables have thus increased, according to Professor of Sustainable Development at the […]
October 25, 2018

Mini-Budget 2018 – what you need to know

Highlights (or lowlights?) 2018/19 budget deficit increases to 4% of GDP from 3.6% in Feb, and grows to 4.2% in 2019/20 We’re spending R181bn this […]
September 19, 2018

10 tips to spring clean your budget

If the last time you reviewed your budget was in January, consider the significant changes that have taken place since then. Spring is in the […]
September 19, 2018

Paul McCartney scores US No. 1 after nearly four decades

Paul McCartney is back on the top of the charts, on Sunday earning his first solo number-one album in the United States in 36 years. […]
September 19, 2018

6 important elements every financial plan should have

Cape Town – Any financial plan needs to be a “living, breathing” plan – it needs to be fluid and flexible, just like life, says […]
September 19, 2018

Market performance. Why you should stick to your strategy.