First edition of the Ombudsman’s Briefcase for 2021 In our first edition of the Ombudsman’s Briefcase for 2021 we take this opportunity to wish you a safe and prosperous year ahead. We face this year with a little more hope having emerged from a second wave ...
Read More » | | | POPIA 101 All businesses with employees, customers and suppliers must comply with POPIA, which comes into effect on 1 July 2021. Here is a practical guide to the most important aspects
With the commencement ...
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STATUTORY MANAGEMENT OF SECURITY SECTOR FUND FAILS TO IMPROVE EMPLOYER COMPLIANCE A pension fund has been requested by the Pension Funds Adjudicator to notify some of its members of the failure of their employer to pay contributions on their behalf and to report the non-compliance with the Act ...
Read More » | | | Local hedge funds industry finding its feet in a regulated environment The South African hedge funds industry ended 2020 with assets under management of R73. 27 billion. Statistics released by the Association for Savings and Investment South Africa (ASISA) show that assets under management ...
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Risks in retirement are increasing – but you don’t have to tackle them alone An increasing risk in retirement is that you will outlive your savings. More retirees feel less confident now that their savings will last, highlighted by a 10% year-on-year drop in confidence reported ...
Read More » | | | Treasury further tightens the noose on retirement assets of emigrants The Budget Review 2021 includes a proposal to impose a deemed retirement withdrawal tax on retirement assets of emigrants as an exit tax. The proposal is unclear and has numerous issues.
Data from various ...
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How the T-Day retirement reforms could affect you A number of retirement fund rule reforms will come into effect on 1 March 2021, also known as T-Day. These new rules will not only standardise the way in which benefits can be accessed across different funds at ...
Read More » | | | ADJUDICATOR SLAMS PRIVATE SECURITY SECTOR PROVIDENT FUND FOR NOT TAKING ACTION AGAINST DEFAULTING EMPLOYERS Regulatory compliance in the private security industry remains a sore point as more complaints land on the desk of the Pensions Funds Adjudicator.
The majority of the complaints prevalent in this sector ...
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ADJUDICATOR RULES EMPLOYER IS ENTITLED TO PENSION DEDUCTION AFTER DOUBLE SALARY PAYMENTS The Deputy Pension Funds Adjudicator, Advocate Matome Thulare, has ruled that an employer was entitled to claim a deduction for double salary payments made to the complainant for over two years.
Advocate ...
Read More » | | | Introducing our new eNews App Insurance Gateway is thrilled to introduce our brand new electronic newspaper. The final product is available as both a mobile and desktop application. Our aim with the app was to develop an electronic newspaper ...
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FOR YOUR EYES ONLY-POPIA ESSENTIALS The Protection of Personal Information Act (POPIA) has been in the making for a while, with certain aspects already introduced. It is finally set to come into full effect after President Cyril Ramaphosa said, in ...
Read More » | | | SA retirees don’t want to gamble on their retirement savings New research shows a 25% jump in the number of retirees less willing to take risks with their money for saving or investment
Percentage of respondents who now set goals and are planning for their financial future ...
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The importance of having a Will Drawing up a Will can be a very sensitive and uncomfortable subject but as death is inevitable, it is always better to be prepared. As a legal document expressing your last wishes, a Will may well be the most important ...
Read More » | | | Increasing need for cross-border estate planning as more SA investors look offshore What advisers should consider with offshore structures and complicated cross-border estate planning
27 October 2020: Market volatility, a weakening rand, and a steep Gross Domestic Product (GDP) decline ...
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Wealthy families support the fight against COVID-19 New research from international family office Stonehage Fleming has revealed that the COVID-19 pandemic is leading to a significant shift in the key priorities of many wealthy families. This finding and others ...
Read More » | | | Review your will to account for COVID-19, advises JustMoney The COVID-19 pandemic is a timely reminder of the importance of ensuring your personal finances are in order – and a key component of this is an up-to-date will. This legal document, that should take into ...
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