Understanding the importance of insurance for high-net-worth individuals

Michael Whitehead|Published

As climate-related risks escalate, high-net-worth individuals must reassess their insurance strategies to protect their assets and ensure financial stability.

Essential steps to prepare financially for your home loan

Gavin Lomberg|Published

Discover the essential steps to prepare your finances for a home loan application. From improving your credit score to budgeting for additional costs, this guide ...

Consumer Protection Act: how one lawyer fought back against unfair contract terms

Dieketseng Maleke|Published

A conveyancer successfully challenges a R250,000 claim, revealing widespread non-compliance with the Consumer Protection Act in South Africa's telecoms and office ...

Point of view: navigating Sars's new tax filing requirements

Dieketseng Maleke|Published

With SARS tightening its grip on tax compliance, South African taxpayers must adapt to new filing requirements and avoid costly penalties. This article explores ...

Understanding the insurance implications of solar energy for South African businesses

Ryno de Kock|Published

Explore how the rise of rooftop solar power in South Africa is impacting commercial insurance policies. Learn about the importance of updating insurance coverage ...

Understanding the hidden costs of side hustles in South Africa

Sharon Hamman|Published

Explore the complexities of side hustles in South Africa, from tax implications to managing irregular income, and learn how to navigate the gig economy while safeguarding ...

The evolving landscape of family trusts: what emigrating families need to know

Dieketseng Maleke|Published

With the emigration of South African families, the effectiveness of long-established family trusts is being challenged. Financial planners urge families to reassess ...

Ombud rules in favour of cancer patient against Discovery Life

Dieketseng Maleke|Published

The National Financial Ombud Scheme rules that the date of a life-changing event for Severe Illness Benefit claims is determined by the illness itself, not the paperwork, ...

Scammers know exactly who to call

Nicola Mawson|Published

South Africa’s elderly are being deliberately targeted by cybercriminals who exploit loneliness, trust and retirement savings.

Beware of Sars impersonation scams targeting South African taxpayers

Dieketseng Maleke|Published

South African taxpayers are urged to remain vigilant as fraudsters impersonate the South African Revenue Service (Sars) with fake notifications demanding payments. ...

Entrepreneurship and financial literacy: how churches are supporting communities

Staff Reporter|Published

Amid rising unemployment and economic challenges in South Africa, churches and community organisations are taking on new roles by offering financial literacy and ...

Civil debt cases dip as more South Africans seek debt counselling

Nicola Mawson|Published

Civil debt summonses and judgements declined slightly in the first quarter even as rising financial pressure drove more consumers into debt review and counselling. ...

Understanding Sars v Poulter: Tax Court representation and legal strategy

Willem J. Oberholzer|Published

Explore the implications of the Supreme Court of Appeal's judgment in SARS v Poulter, which affirms the right of taxpayers to be represented by non-legal practitioners ...

Sars secures victory in Tax Court over State Capture-linked taxpayer

Dieketseng Maleke|Published

SARS has achieved a significant victory in the Tax Court against a taxpayer involved in the controversial locomotive procurement deals from the State Capture era, ...

Maximise your financial potential: the importance of the tax year start

Adrian Hope-Bailie|Published

Discover why the beginning of the tax year is more important than the deadline. Learn how early financial planning can lead to better outcomes and set you up for ...

Why your most valuable items need insurance beyond your front door

Sherry Sibeko|Published

Discover why the most valuable items you carry daily, from smartphones to jewellery, are at risk and how portable insurance can protect you.

Why high-net-worth taxpayers are turning to tax opinions

Danielle Luwes|Published

High-net-worth taxpayers are increasingly seeking tax opinions to navigate complex tax positions and reduce risks. This article explores the benefits of obtaining ...

Why traditional salary models are failing South African employees

Rene Richter|Published

An analysis by Paymenow reveals that South African workers have lost over 40% of their purchasing power against essential costs over the past decade, highlighting ...

How behaviour, not volatility, affects wealth

Mark MacSymon|Published

Mark MacSymon CFP® wealth manager at Private Client Holdings writes that staying invested during uncertain times is the hardest and most important decision investors ...