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Advise your clients to top up their RA and provide a reason to smile this tax season

29 January 2018

Encouraging your clients to top up their retirement annuity before the end of the current tax season will give them a reason to smile.

Ensuring your retirement plan will succeed

16 January 2018

Knowing whether you have saved enough for retirement is one of the primary causes of financial anxiety for pre-retirement investors. The current investment environment, characterised by economic uncertainty, coupled with a choice of over 1 000 unit trusts and a myriad of different products, has made it increasingly difficult to make informed investment decisions.

Retirement savings vulnerable to tax increases

04 December 2017

South African taxpayers now find themselves in unchartered territory with the Presidential Fiscal Committee (PFC). We all know tax increases are on its way, the question is which tax types and by how much. Although this will remain a closely kept secret, many will undoubtedly feel they should have planned better.

Can alternatives transform retirement fund returns?

26 October 2017

Azola Zuma, Chief Executive for Sanlam Investment Management, debates with us the environment of ‘lower returns for longer’ that investment managers and retirement fund trustees have to face. In this context, she shares some of the thought-provoking insights offered by a panel of prominent professional trustees, CIOs and asset owners at the Sanlam Investments Institutional Insights conference in September. The panel were discussing their experiences of investing in alternative asset classes. TV anchor, Iman Rappetti, MC’d the event and set the tone for the discussion by asking the panel, including Mabatho Seeiso (Professional Trustee), Shainal Sukha (Investment Professional and Asset Consultant), Ndabe Mkhize (Chief Investment Officer of the EPPF) and Themba Mfeka (Principal Officer for the MWRF), “In the context of this low-return environment, surely it makes sense to add alternative investments to portfolios as a powerful diversification tool and source of alpha?”

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

View the Results

Retirement Month: An ideal time to help your clients assess, review and rethink their retirement savings plan

25 October 2017

Get serious about retirement saving

13 October 2017

As much income as possible at retirement, thank you!

04 October 2017

Is the SA retirement fund industry keeping up with the sustainable investing trend?

29 September 2017

How much is JustEnough in retirement for dementia sufferers?

18 September 2017

From 1960 to 2030: hindsight and foresight in SA’s retirement industry

06 September 2017

Steps approved to action Retirement Fund Reform

01 September 2017

Newly announced retirement funds default regulations will steer South Africans’ retirement outcomes in the right direction

30 August 2017

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Retirement / General