Purple Wealth and Advisory director Cobus Kruger offers a few tips on expanding your services. By Eleanor Becker. It is undeniable that SA is fast losing skilled and affluent citizens to emigration – and this is a concern that is …
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NEWS
Guernsey’s comprehensive life insurance offerings for South African institutions
By Grant McLeod. South African institutions have a history of developing international investment policies in the form of endowments, stemming in part from an increasingly global client base. These are international insurance wrappers assisting policy holders with, amongst other things, …
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Financial Planning Summit 2023
Where have all the clients gone? FPS panel with Lauren Walker; joined by Cobus Kruger, Andreas Krensel and Alexa Horne.
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“Financial Emigration” – A can of worms, especially when it comes to retirement assets.
The emigration process changed dramatically from 1 March 2021, when the process was abruptly moved from the South African Reserve Bank (SARB) to the South African Revenue Services (SARS). The result being that the term “financial emigration” have become a …
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The threat of greylisting
The Financial Action Task Force (FATF) was established in 1989 to coordinate an international effort to combat money laundering. As South Africa’s economy is deeply integrated with the global financial system, the threat that it may be greylisted by the …
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Currency views in a South African Context
View on the US dollar: 2022 was the year of the USD. Have the FED’s interest rate hikes tamed inflation? The market believes it has. Sticky inflation is less of a debate now. The stickiness and the recession aspects …
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Proposed changes to withdrawal from retirement funds in South Africa.
(Tax Laws Amendment Bill 2020) Currently, the definitions of “pension preservation fund”, “provident preservation fund” and “retirement annuity fund” in section 1 of the Act make provision for a payment of lump sum benefits when a member of a pension …
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Investing Mistakes
These are the 8 biggest investing mistakes, according to financial professionals – Christy Bieber, The Motley Fool. Investing is key to building wealth, but you could undermine your efforts if you make some common errors. Recent research from the Natixis …
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UK Pension Funds
Do you have a UK Pension Fund? And is it being reviewed regularly? Contact us if you need help, especially if you believe you were ill-advised or mis-sold solutions like QROPS, QNUPS or OPES.
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