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Using Tax Free Savings Accounts and Retirement Annuities to benefit your financial well-being

South Africa’s national average savings rate is a dismal three percent, while the household debt to income ratio is a staggering 74. 4%. Perhaps consumers find the wide range of investment offerings overwhelming, and this could lead to South Africans faring badly on a global scale when it comes ...
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The financial advisors role in estate planning

By Willie Fourie, Head of Estate and Trust Services at PSG Wealth   Estate planning is a team effort   By the time an executor is appointed to a deceased estate, they can change very little to an existing will and estate plan to ensure a speedy and cost-effective liquidation of ...
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Sanlam Investments Market Review: December 2017

                Carl Roothman, CE of Sanlam Investments Retail Business                 Cape Town: December was another eventful month on the financial calendar ...
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How to make the tax act work for you

South Africa has a highly favourable tax environment for investors but a good awareness of the legislation is required in order to make the Tax Act work for you. Always do your research to ensure you’re getting the full advantage of the provisions made in the Act and consult a tax practitioner ...
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Professional Principal Executive Officer Qualification

Registration is now open for candidates who want to enrol for the first intake on 26 February 2018. The Professional Principal Executive Officer Qualification is a much-needed stimulus for the professionalisation of the role of the Principal Officer which has historically been unstructured and undefined ...
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Hedge Funds:

Funds which usually focus on absolute-return orientated investments and that employ varying investment techniques to achieve superior risk-adjusted returns.
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