Savings & Investments

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The release of the cost paper by National Treasury could be the much needed answer to boost retirement savings

16 July 2015

Every rand that is funnelled towards the cost of managing a fund, rather than the members’ own savings, has a significant impact on their overall retirement pot. As a result, it is critical for the industry to partner with Government to reduce the cost in order to improve the level of savings among South Africans.

Social experiment: a rethink on financial matters

16 July 2015

The key to financial success is simple: buy less and save more. Yet this easy-to-comprehend truth is extremely difficult to follow.

Investec IMS launches TFSA offering wide choice of funds

26 May 2015

Investec Investment Management Services (IMS) today announced the launch of its Tax Free Savings Account (TFSA), which offers investors access to a wide range of underlying unit trust funds from Investec Asset Management and other third party managers.

Endowments often overlooked

26 May 2015

Decreases in cost and increases in transparency and choice regarding underlying investment options make endowments a viable option to consider for discretionary (non-retirement funding) savings. In addition to estate planning benefits, the latest budget changes further strengthen the tax benefits of the endowment, encouraging high income investors to revisit the case for this often overlooked product.

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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