B2B Central

Financial Planning

18 Jul 2017

Top Signs of an Unreliable Tax Return Preparer

By Janice Roberts

In these troubled economic times, some are seeking to earn extra earnings as tax return preparers despite their lack of training and experience, says the SA Institute of Tax Professionals. Others are seeking to use their so-called expertise to defraud SARS and / or you as the client.
17 Jul 2017

Rising demand for international residency and citizenship

By Janice Roberts

Pam Golding Properties’ International Division has partnered with global investment-migration firm Henley & Partners to provide buyers seeking international property assets with a view to acquiring dual residence or citizenship, an end-to-end service.
12 Jul 2017

Tax transgressions and pitfalls

By Janice Roberts

SARS is committed to stamping out tax crime in South Africa, according to Ilsa Groenewald, Associate Director for tax at the Durban office of BDO South Africa, the audit, advisory and tax firm. Here, she reviews tax morality, common transgressions, and pitfalls.
07 Jul 2017

How financial advice models evolved in the UK

By Janice Roberts

With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear – as long as it embraces the priorities of RDR, which are to put the client first and take full responsibility...
05 Jul 2017

Empower yourselves now to avoid retirement cliff: Old Mutual

By Janice Roberts

With the South African economy in recession and households under increasing financial pressure, South Africans need to urgently review their financial situation and consider adjusting their lifestyles.
04 Jul 2017

Signs you are misusing your credit card

By Janice Roberts

If you constantly find yourself impulsively spending on your credit card, yet dreading to check how much you owe on your statement at the end of the month, there is a high likelihood you are misusing your credit card.
28 Jun 2017

5 Habits that stop you from building your savings

By Janice Roberts

The extent to which a person is able to save depends largely on their attitude towards money and not how much they earn.
26 Jun 2017

FAIS clearly unclear!

By Janice Roberts

By Gary Moore, senior legal researcher at the Free Market Foundation. A norm cannot be regarded as a “law” unless it is formulated with sufficient precision to enable the citizen to regulate his conduct. —European Court of Human Rights The Financial Advisory and Intermediary Services Act (“Fais”) is unclear about which intermediary services require licensing....
23 Jun 2017

Partnering to increase the number of accredited financial advisers

By Janice Roberts

The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body and a SARS approved Recognised Controlling Body, is proud to announce a new partnership agreement with Old Mutual and PPS Insurance aimed at training and developing financial planners and advisers within these organisations into ultimately attaining the CERTIFIED...
22 Jun 2017

The lack of financial education could cost a fortune

By Janice Roberts

While it used to take two generations to lose a fortune, now it takes just one. This is according to a PwC 2016 Billionaires Insights report that showed that globally, 70% of inheritances are squandered in under five years. 
20 Jun 2017

FPI receives SARS Recognised Controlling Body status

By Janice Roberts

The Financial Planning Institute of Southern Africa (FPI); a South African Qualifications Authority (SAQA) recognised professional body; has recently been approved by the South Africa Revenue Services (SARS), in terms of Section 204A of the Tax Administration Act, as a Recognised Controlling Body (RCB).
20 Jun 2017

Protect your heir’s interests with a testamentary trust

By Janice Roberts

A paragraph or two in your will is not always enough to ensure your wishes are fulfilled after you’ve died. To protect the inheritance and financial wellbeing of your child or spouse, you might need to consider a testamentary trust.