“Focus starts with a single, measurable financial priority. Once the one number that matters for the next 12 months is identified, whether a debt-repayment target, a retirement contribution milestone or a specific savings goal, every subsequent…
"Many make a judgement error, believing that working and living abroad in a tax-neutral or tax-friendly jurisdiction takes them beyond the South African Revenue Service’s (SARS) reach – a mistake that can cost them dearly," says Sharon Hamman,…
"Few experiences rival the tension of receiving a section 46 request for information. The taxpayer reads the letter, heart pounding, scrolling to find the deadline. Relief follows when they see “within 21 days” - until they recall that SARS…
"It is crucial to only utilise the services of reputable lenders that are registered by the NCR, and ensure that all fees and terms are clear and easily understood. Where possible, consider budgeting, saving, or seeking other low-cost alternatives…
"By having money conversations with children, parents give them the tools to manage peer pressure, make better choices, and grow into confident adults who can use credit responsibly. To build a financially resilient future, we should start at…
"In a globalised world, many South Africans live, work and invest across borders. But when it comes to inheritance, domicile remains a deeply local issue. For same-sex couples, ensuring that South African law governs their estate can safeguard…
“This research confirms the transformative power of education when it comes to financial gain, but it also highlights the gaps that need to be addressed if we are to unlock the full potential of our graduates,” says Zandile Makhoba, Lead Specialist…
“Consumer financial education is key to empowering consumers when engaging with the financial sector and promoting financial inclusion. Thus, SAIA remains committed to providing consumer education initiatives that seek to promote consumer understanding…
During Mental Wellness Month of October, Therèse Havenga, Head of Business Transformation at Momentum Savings and qualified Research Psychologist, contemplates the psychology of saving.
“While the judgment may feel like progress in recognising digital documentation, this case highlights the importance of executing your Will in line with legislation to avoid delays in administration and potentially costly litigation,” says Nokuzola…
"A financial plan is like a map for a journey. You don’t just plot a route and never review it again. Weather changes, congested roads, or adding a new stopover may trigger a route change, which could impact the estimated time of arrival at…
"A good adviser can help you budget for cultural obligations, build intergenerational wealth plans, and open up honest conversations about money, especially in communities where it is traditionally taboo to talk about money," says Therèse Havenga,…
“The reason we’re so passionate about this – and why we launched a pretty brave campaign about it – is because we have seen the drama for families when a loved one dies without a will, or their will wasn’t updated and their affairs were not…
"Your will may be the most important document your will ever sign, because it is the primary document that will be used to implement your estate plan – or how you want your assets, liabilities and care for loved ones to be managed after death.,"…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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