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10 years after sub-prime crisis global finance sector still ignores long-term risk

Published: Fri, 24 Feb 17

Markets unprepared for impact of energy transition and artificial intelligence   LONDON/NEW YORK: Ten years after the start of the subprime mortgage crisis analysts and investors still largely ignore long-term financial risks, warns a report launched today by the think tank 2° Investing Initiative and ...
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Tax benefits of retirement annuities and Tax-Free Savings Accounts

Published: Fri, 24 Feb 17

By Roenica Tyson, Investment Product Manager at Glacier by Sanlam   Findings from the 2016 Sanlam BENCHMARK Survey show that many retirees’ income – even in the affluent market – is not keeping pace with inflation, leading to a reduction in the buying power of their post-retirement incomes ...
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Liberty continues to preserve value despite challenging operating environment

Published: Fri, 24 Feb 17

Management takes active steps to address some of the shorter-term challenges   Financial Highlights Normalised headline earnings per share up 904. 5 cents Capital adequacy ratio strong at 2. 5% Normalised operating earnings down 37% Assets under management (AUM) of R676 ...
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Budget 2017: Long-term wealth planning essential to limit effects of new super tax rate in SA

Published: Wed, 22 Feb 17

Johannesburg: A total R28 billion in tax hikes were announced in the 2017/18 Budget, with personal income taxes for South Africa’s wealthy making up the bulk of these increases. In combination, amendments to the personal income tax tables are expected to provide additional revenues of R16. Notably, a new top ...
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Budget 2017 - Still at the crossroads

Published: Wed, 22 Feb 17

            Arthur Kamp, Sanlam Investments                   Cape Town: There were no surprises in Budget 2017 relative to pre-Budget expectations, which maps out a credible path to ...
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Notes from the Budget 2017

Published: Wed, 22 Feb 17

By Lesiba Mothata, Chief Economist at Investment Solutions   The focus of the 2017/18 national budget was to raise R28 billion by increasing taxes. This has resulted in the tax burden increasing from 26% to 26. 7% of gross domestic product (GDP), which is still in the middle range relative to similar countries ...
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Budget 2017 commentary

Published: Wed, 22 Feb 17

By Chris Veegh, CIO of 10X Investments   Key points from the Budget Speech:   The Budget Speech was very light on matters affecting retirement fund investors, and did not reference retirement reforms at all. Most significantly for retirement savers, the marginal tax rate for those earning ...
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Boost your retirement savings and pay less tax

Published: Wed, 22 Feb 17

Good news is always welcome, especially when it means paying less tax. Allan Gray’s Carrie Furman explains how SARS is helping you save more for your golden years. SARS is offering generous tax deductions when you make contributions to your retirement annuity (RA), pension or provident fund. Since ...
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Rising life expectancy means you must rethink your assumptions about financial planning

Published: Tue, 21 Feb 17

Are you hoping to retire in your early to mid-sixties? If you’re under 50, you should probably rethink your plans. As life expectancy soars thanks to healthier lifestyles and the latest advances in medicine, most of us should be expecting to retire later as well as looking to increase the amount of money we ...
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Just Retirement rethinks retirement and launches new brand identity

Published: Mon, 20 Feb 17

Just Retirement, a subsidiary of the JRP Group Plc (UK) launched its new brand identity, “Just” last week, locking in the descriptor “Rethink Retirement”. “The name ‘Just’ was carefully chosen. It means ‘fair’, and we want all our clients to have a fair and secure ...
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South Africans urged to engage with 2017 Budget

Published: Mon, 20 Feb 17

Pretoria: South Africans are urged to engage with the 2017 National Budget Speech that Finance Minister Pravin Gordhan will table in Parliament on Wednesday. “The presentation of the National Budget is an important part of our open and accountable budget process. It outlines the finances available for the implementation ...
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A tough budget in a tough environment

Published: Mon, 20 Feb 17

By George Herman, Head of South African Portfolios, Citadel   This year’s budget will be delivered in a very challenging environment. Revenue is under pressure from sluggish economic growth, while demand for higher spending is rampant. The simmering “fees must fall” campaign, struggling ...
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Determining the right level of Fidelity Insurance for Retirement funds

Published: Mon, 20 Feb 17

By Greg Preston FQ Financial Skills The LI-MIT (Limit of Indemnity – Marsh Indication Tool) is currently the retirement industry’s most effective solution in assisting fund advisors and boards of trustees in setting their level of compulsory Fidelity Insurance. The tool also aims to identify training ...
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How to use tax free benefits to ease possible rise in tax

Published: Mon, 20 Feb 17

Consumers running out of time to use current tax free allocation Johannesburg: Consumers are encouraged to use tax free savings vehicles to ease the possibility of increased tax burden after 2017 National Budget Speech. Consumers have until 28 February 2017 to make use of their R30 000 maximum tax free allocation ...
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Unleash the business spirit of South Africa dear Minister

Published: Fri, 17 Feb 17

By Lesiba Mothata, Chief Economist, Investment Solutions   The Davis Tax Committee, established by the National Treasury to look into domestic tax issues, solicited work from the World Bank – work which has preoccupied the imagination of many since its publication a few weeks ago. The Bank was tasked ...
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Budget 2017: Only growth can balance the books

Published: Fri, 17 Feb 17

              Arthur Kamp, Investment Economist Sanlam Investments                 Lest we forget how far we’ve come   The improvement in the Main Budget primary budget ...
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SA investors commit a healthy R166 billion to local Collective Investment Scheme portfolios in 2016

Published: Thu, 16 Feb 17

The local Collective Investment Schemes (CIS) industry attracted strong net inflows of R166 billion in 2016, pushing assets under management over the R2 trillion mark. In 2015 the local CIS industry recorded net inflows of R101 billion compared to R109 billion in 2014. The annual CIS industry statistics ...
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Focus Shifting from Wealth Taxes to Fiscal Accountability as Gordhan’s Tax Options Diminish

Published: Thu, 16 Feb 17

Finance Minister Pravin Gordhan is under increasing pressure to extract more wealth taxes when he delivers his budget on 22 February. But South Africans are already heavily taxed compared to citizens of our BRICS (Brazil, Russia, India and China) peers. “South Africa’s tax rates are, on a whole, ...
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Market Update: January 2017

Published: Wed, 15 Feb 17

                Carl Roothman, chief executive of retail business Sanlam Investments               Cape Town: The year 2017 started with world leaders decisively executing on voters’ ...
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The Times They Are A-Changin’

Published: Tue, 14 Feb 17

    Jac Laubscher, Economic Advisor: Sanlam Limited       With Bob Dylan having been awarded the 2016 Nobel Prize for literature, putting him in the illustrious company of inter alia winners of the Nobel equivalent in economics, I assume it is acceptable to quote ...
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