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Industry News

03 Aug 2021

Risk - What investors need to know

Risk comes in many forms. In the investment industry “risk” is often used as shorthand for “volatility”, as in the risk/return scatterplots that are a staple of fund performance presentations.
02 Aug 2021

FPI releases 2020 Integrated Report

The Financial Planning Institute of Southern Africa is pleased to announce the release of its 2020 Integrated Report. This comprehensive document is structured to inform members about the institute’s learnings from the previous year, as well as its plans for the year ahead and beyond.
02 Aug 2021

Independent virtual Financial Planning Summit brings latest thought leadership to FAs

Launched in 2020, the inaugural Financial Planning Summit was an outstanding success, with nearly 1000 delegates enjoying the market-leading content. The virtual conference will be brought to delegates in 2021 by The Collaborative Exchange and in conjunction with Investec and Adviceworx as the lead associate sponsors
02 Aug 2021

Absa reinstates urgent payment relief measures in response to unrest

Following the devastating scenes of unrest and violence in parts of South Africa, and the vandalising of infrastructure, Absa has introduced a range of customised relief measures for customers impacted by the recent disorder.

02 Aug 2021

Tax Bills propose additional exit tax on emigrating South Africans

National Treasury published the latest Draft Tax Bills on 28 July 2021, which incorporate the tax proposals made in the 2021 Budget. The Draft Taxation Laws Amendment Bill (TLAB) contains a particularly jarring amendment which proposes to tax retirement fund interests of individuals when they cease South African tax residency.
01 Aug 2021

Growing Schroders’ private assets capabilities a key strategic focus

Schroders has united its specialist private assets investment capabilities under the newly launched Schroders Capital brand, created to deliver an enhanced service for our clients.
01 Aug 2021

Fiduciary update with Louis van Vuren, CEO of FISA

The Fiduciary Institute of Southern Africa (FISA) is well known to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers.
30 Jul 2021

Discovery Life clients can now get higher PayBacks if vaccinated

Discovery Life has announced a ‘first-of-its-kind’ underwriting determinant for the South African life insurance market, stating that being vaccinated against COVID-19 is now an additional consideration in determining life insurance premiums and benefits for new clients, effective from the 29th of July 2021.
30 Jul 2021

New Tax Bills published – Five key proposals

National Treasury published the latest Draft Tax Bills on 28 July 2021, which incorporate the tax proposals made in the 2021 Budget. Highlighted below are five key changes proposed by Government that taxpayers need to be aware of.

30 Jul 2021

SASRIA claims deadline looms

Time is ticking for business owners to submit their claims for damage caused by the recent civil unrest – or they will miss out. There is a 30-day time limit from the date of the event for business owners to ensure that their claim is lodged with the South African Special Risks Insurance Association (SASRIA).

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za