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How Does Tax Impact Your Retirement Savings?

How Does Tax Impact Your Retirement Savings?

30 October 2018

Despite the tax benefits on retirement contributions and the tax free growth, the fact that pension income benefits are ultimately taxed has led people to question whether saving in a retirement fund really is better than making your own retirement savings arrangements with after-tax earnings.

Selecting the Correct Benchmark for South African Equity – adequate diversification paramount for prudent investors

Selecting the Correct Benchmark for South African Equity – adequate diversification paramount for prudent investors

09 October 2018

Retirement fund trustees often ask us how it is possible for every investment manager pitching for business to claim to be the top performing manager or that they have consistently outperformed their benchmark for all reporting periods over the past 10 years.

The reality of when South Africans can expect to retire

The reality of when South Africans can expect to retire

09 October 2018

According to popular adverts making the rounds on TV and radio the first person to live to 200 has already been born. Whilst this may seem a bit unbelievable, the advances we are seeing in medicine and diet, plus the adoption of much healthier pastimes and exercise regimes, has definitely led to longer life expectancies.

Are Fees Taking The Bonus Out Of South African Smooth Bonus Funds?

Are Fees Taking The Bonus Out Of South African Smooth Bonus Funds?

08 October 2018

Given the volatile nature of local markets in recent years, smooth bonus funds have increased in popularity among South Africans seeking a more stable ride to retirement. This most likely shows that South Africans, especially those who are most vulnerable, are opting for all the protection from market volatility that they can get.

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Factors to consider about your retirement plans when changing jobs

Factors to consider about your retirement plans when changing jobs

08 October 2018
Our take on US order to ease retirement regulations

Our take on US order to ease retirement regulations

11 September 2018
Voluntary Purchase Annuities (VPAs) – an underutilised but tax-efficient investment choice

Voluntary Purchase Annuities (VPAs) – an underutilised but tax-efficient investment choice

10 September 2018
Worried about your retirement? Keep these 5 important habits in mind

Worried about your retirement? Keep these 5 important habits in mind

30 August 2018
Moving towards transparency : What ASISA’s standardised cost disclosure for umbrella funds really means

Moving towards transparency : What ASISA’s standardised cost disclosure for umbrella funds really means

29 August 2018
Tips on stretching your retirement savings

Tips on stretching your retirement savings

29 August 2018
How the Fourth Industrial Revolution can make yours a happier family

How the Fourth Industrial Revolution can make yours a happier family

23 August 2018
Ensuring financial security in retirement

Ensuring financial security in retirement

23 August 2018