PF 18Apr tax ioliol
Colin Daniel

Be tax-efficient in your retirement planning

At each step in saving for retirement, there are tax breaks. This is the fifth of six articles on the Ready Set Retire conference hosted by Personal Finance and... Read Story

PF 18Apr pg1 ioliol
Colin Daniel

Sharemax ruling tests ombud’s powers

A decision by the Appeal Board of the FSB raises questions on how widely the financial advice ombud can cast her net in finding parties liable for investorsR... Read Story

PF IOL secure fileiol
ISTOCK

Bank ombud’s report: internet fraud concerns

The bank ombudsman is seeking the power to investigate beneficiary banks in cases of internet fraud.

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Items 21 - 30 of 38

Queries about retirement savings
April 2 2015 at 18:35

In the question-and-answer session at the recent Personal Finance/Alexander Forbes Ready Set Retire Conference, a panel of experts fielded queries from delegates

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Cadac must pay its pension fund R3.7m
April 2 2015 at 18:32

Appliance company Cadac has been ordered by the Johannesburg High Court to pay its pension fund R3.7 million plus dividends on 3.7 million redeemable preference shares

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FSB wants to know if your policy was churned
March 27 2015 at 19:26

If an adviser recommended that you move your policy to a new company, the FSB is asking you to find out whether the move was in your best interests.

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How Cisca protects unit trust investors lost in storm over Belvedere
March 27 2015 at 19:24

It has taken a while for the message to emerge that investors’ money in registered local unit trust funds is safe

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Watch interest and costs on a debt in default
March 27 2015 at 18:33

The National Credit Act imposes a limit on the charges that can be levied if you default on your debt, but the overcharging of interest and collection costs persists.

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What are you, as a senior, paying in bank fees?
March 27 2015 at 18:32

Banking packages for people over 55 appear generous, but if you can’t afford to keep a relatively high minimum amount in your account or a linked account, many benefits fall away.

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Retirement isn’t all about the money
March 27 2015 at 18:18

Financial security is vital in retirement, but having enough money does not in itself guarantee that you will be content.

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Buying off-plan: what you should know
March 27 2015 at 11:55

Buying a property off-plan means buying home that doesn’t yet exist. There are pitfalls, so do your homework.

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The sectional title advantage when buying off-plan
March 27 2015 at 11:30

It’s complicated, but sectional title is a good option if you are buying a home off-plan.

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In Personal Finance on 28 March
March 26 2015 at 17:04

FSB acts to prevent you from becoming a victim of churning of life assurance policies

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Items 21 - 30 of 38