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RA or TFSA? Which is better?

21 February 2020

It’s nearly the end of the tax year and across the industry investors are urged to max out their tax-free savings account (TFSA) and retirement annuity (RA) before 29 February 2020.

How to get tax back if you belong to your company’s group retirement savings scheme

20 February 2020

If you work for a company, chances are that you are saving a portion of your salary in a group retirement savings scheme every month, such as an umbrella fund.

Retirement annuities: Is the tax refund worth it?

17 February 2020

When it comes to tax, government rewards taxpayers for making choices that benefit society. Donating money to approved charitable organisations is one way to get some tax back from SARS; paying family members’ medical aid contributions is another way.

Flawed financial thinking revealed by Just retirement tracking study

12 February 2020

Over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability, as revealed in an independent tracking study commissioned by retirement income specialist Just[1]. Eight out of 10 said they’ve set financial goals and are working towards them, while two thirds felt they’ve become quite frugal with their money and are putting more thought and planning into their finances.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results