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.

Read Story

PF IOL save logo copyiol

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?

Read Story

business-default

‘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

Browse Personal Finance

Items 31 - 40 of 43

Is your tax practitioner registered?
July 10 2015 at 19:13

Watch out for fraudsters and phishers this tax-filing season, warns the SA Institute of Tax Professionals.

Read Story
0 comments

Retire when you have enough
July 10 2015 at 19:02

When you retire should not be determined by your age, but by your financial readiness to retire. This key message came out of the Institute of Retirement Funds Africa conference.

Read Story
0 comments

Unclaimed benefits: beware ‘dodgy’ outfits
July 10 2015 at 19:00

An estimated R20 billion of unclaimed benefits in retirement funds has spawned a number of “dodgy organisations” and an industry of lawyers and tracing agents

Read Story
0 comments

Many trustees ‘not doing their duty’
July 10 2015 at 18:57

Serious governance failures by retirement fund trustees have resulted in an increase in complaints to the Pension Funds Adjudicator.

Read Story
0 comments

Nominations to sectional titles council
July 10 2015 at 18:18

The deadline to nominate people to serve on the Sectional Titles Schemes Management Advisory Council is Friday, July 17.

Read Story
0 comments

In Personal Finance on 11 July
July 9 2015 at 16:07

“Group” retirement annuities may not be good for all fund members

Read Story
0 comments

It’s tax time of year
July 3 2015 at 18:37

Tax filing season 2015 opened on Wednesday July 1, and you have five months to submit your income tax return if you are an eFiler and do not pay provisional tax.

Read Story
0 comments

‘Be wary’ of new living annuity findings
July 3 2015 at 18:45

An actuary has poured cold water on research done by a Stellenbosch University academic that shows that, since 1960, living annuities have provided a better pension than guaranteed annuities.

Read Story
0 comments

3rd-party cover for your car
July 3 2015 at 18:41

In the third article in this series on short-term insurance, in association with Santam, we look at third-party vehicle insurance.

Read Story
0 comments

The only way to true wealth
July 3 2015 at 18:35

July is National Savings Month, the month in which the problems of South Africa’s massive savings crisis are highlighted.

Read Story
0 comments

Items 31 - 40 of 43