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Mastering cross-border estates and trusts

16 March 2026

Advisers and financial planners will have to up their game to capitalise on the opportunities presented by interjurisdictional estates and trusts, and the associated tax and administrative complexities, as cross-border wealth becomes a defining feature of modern financial planning. FAnews attended Momentum Investments’ Global Citizen Masterclass to learn more.

Five forces changing what financial advice looks like today

13 March 2026

The most significant change in financial advice right now has little to do with products, and everything to do with how advisers work with people, says Johan Minnie, CEO at Consult by Momentum

Why the higher CGT exclusion won’t prevent deceased estate delays

10 March 2026

When a client dies, SARS doesn’t “close the file”. Any outstanding tax returns, assessments, or unpaid tax become a priority claim against the deceased estate, and unresolved tax affairs remain one of the biggest reasons estates get stuck in administration.

Reinventing advice for 2026

26 February 2026

The financial advice landscape is transforming faster than ever before, driven by data, technology, and shifting client expectations. According to Lizelle van der Merwe, CEO of the Financial Intermediaries Association (FIA), the financial adviser’s role has already evolved far beyond simply recommending products.

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Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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