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Understanding Annuities - Insights from FAIS Ombud

02 October 2023 | FAIS Ombudsman

Retirement is a significant milestone in one's life, a time when the financial resources accumulated over years of hard work should provide peace and security for the golden years ahead.

FSCA launches its new Trustee Training Toolkit e-learning platform

28 September 2023 | Financial Sector Conduct Authority (FSCA) (was FSB)

The Financial Sector Conduct Authority (FSCA) has launched the first eleven modules of the newly revamped Trustee Training Toolkit (TTK/toolkit) e-learning platform.

The compliance game is changing

28 September 2023 | General

Documentation and enforcement matters are more likely to soak up the billable hours of South Africa’s tax enforcement professionals through 2023-2024, as legislators take a break to allow recently introduced changes to take effect. “The tax law has not changed that much year-to-date 2023,” said Professor Keith Engel, CEO of the South African Institute of Taxation (SAIT) during the introductory ‘recap’ to a pre-indaba workshop, jointly hosted by SAIT and Tax Consulting SA. He said minor changes around distributions from trusts had been somewhat overshadowed by the practical application and enforcement of existing laws by the South African Revenue Services (SARS).

Understanding Voluntary Excess in Vehicle Insurance: A recent case

20 September 2023 | FAIS Ombudsman

Finding insurance that fits your budget and provides the appropriate level of cover is a careful balancing act that remains a grudge purchase for most.

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