PF IOL 25Jul estate iol
Colin Daniel

Major shake-up of estate plans likely

The Davis Tax Committee has recommended that the tax breaks that couples enjoy on estate duty and donations tax should be curtailed.

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Trust only registered providers with your cash

Have you checked whether your financial services provider is registered with the Financial Services Board and what products it is authorised to sell?

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‘Pot of money’ approach is wrong

South African retirement plans that are designed to provide you with “a pot of money” at retirement have completely the wrong focus, a Harvard profe... Read Story

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Items 21 - 30 of 43

Coronation regains top ranking
July 17 2015 at 20:45

Coronation Fund Managers has reclaimed its position as the top manager of South African unit trust funds after losing its crown to Nedgroup Investments in the first quarter.

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High valuations of local shares a concern
July 17 2015 at 20:44

Top-performing asset managers are less concerned about global events than they are about the high valuations of shares on the local stock market.

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Lump-sum payouts to beneficiary fund members ‘illogical’
July 17 2015 at 20:43

Trustees of beneficiary funds believe they should have the discretion to decide whether it is prudent to pay lump sums to members of beneficiary funds once they turn 18.

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What drove actively managed funds down could drive them up again
July 17 2015 at 20:42

Research suggests that conditions in global markets and economies could be conducive to a reversal in the fortunes of actively managed funds in future.

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In Personal Finance on 18 July
July 16 2015 at 16:23

We put events in Greece and China into perspective for long-term investors

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How to pay less on your home loan
July 10 2015 at 19:13

Putting down a deposit will save you money when you take out a home loan, because a deposit will generally help you to secure the best possible interest rate.

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Doctors’ billing changes anger medical schemes
July 10 2015 at 19:06

Code and tariff guidelines needed to prevent higher costs for you, says body representing medical schemes and administrators.

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‘Employer RAs don’t benefit all members of retirement funds’
July 10 2015 at 19:02

Employers typically offer group RAs to middle- and high-income earners, with the result that their contributions no longer subsidise the costs and group risk benefits of low-income earners.

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NCR to investigate all Flemix attachment orders
July 10 2015 at 19:01

The National Credit Regulator will conduct a “widespread investigation” into the emolument attachment orders obtained by debt collectors Flemix & Associates.

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Is the EAO on your pay unlawful?
July 10 2015 at 18:59

There are the far-reaching implications of a High Court ruling by Judge Siraj Desai for debtors with emoluments attachment orders on their wages.

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Items 21 - 30 of 43