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It’s time to give your finances a spring clean

17 September 2014

Spring time is a season when we clean up our clutter – a season of newness – a season of freshness. It is a season of new beginnings and what better time to re-examine your finances.

Divorce: Redistribution orders and trust assets

03 September 2014

This week we look at an interesting court case I came across recently which deals with trust assets and divorce. The case of Miller and others v Miller [2014] JOL 32176 (KZP) (as discussed in detail below) again highlights that one must be careful of assuming trust assets will never be taken into account when dividing assets upon divorce.

A social experiment: the One Rand Man

25 August 2014

In a world of plastic money, debit orders and generous overdrafts, what would happen if we were forced to live entirely off coins? Would we feel more connected to our money? Would we spend less? Would we save more?

Leave a lasting legacy: charitable bequests

21 August 2014

In addition to leaving their estates to loved ones, many people these days also want to leave a lasting legacy by benefitting a favourite charity. A charitable bequest – which is simply a distribution from your deceased estate to a charitable organisation by a bequest in your will – is an easy and effective way to do this, says Carien Strauss, fiduciary and tax specialist at Sanlam Private Wealth.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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