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Aligning strategies with tax-free savings

01 April 2015 | Features / Profiles

Following the National Budget Speech and amendment on March 1, Tax-Free Savings Accounts (TFSAs) have been launched which are aimed at encouraging medium to long-term savings, while giving clients the option to access their funds at any time.

A trail of sound financial advice

01 April 2015 | Features / Profiles

The importance of investing has often been highlighted, and is not a decision which should be taken lightly. This shows the value of proper advice and the need for advisers to go into great detail regarding all implications relating to the tax changes which took effect on March 1.

Tax-Free Savings: what does it mean for the adviser?

01 April 2015 | Features / Profiles

By now you must be quite familiar with the facts surrounding the tax-free Savings Accounts (TFSA) which took effect on March 1, so I am not going to review the basics but rather consider the product from a financial planning and client engagement perspective.

A thriving independent intermediary force

01 April 2015 | Features / Profiles

Since 1999, the South African financial industry has been going through significant regulatory changes. The recent Retail Distribution Review (RDR) is one such example, and we need to take a step back and look at what it hopes to achieve. I am of the belief that the RDR proposals are largely well thought out, and if implemented properly, over a reasonable timeframe, stand a good chance of success.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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