How upcoming Regulation 28 changes will impact your retirement fund
by Julian Adshade | Mar 8, 2021
Regulation 28 is a retirement fund guideline that defines the percentage of capital that can be invested in various asset classes such as equi...
Read moreSARS proposal on the taxation of retirement funds of non-residents
by Niel Pretorius | Mar 1, 2021
As part of the 2022 budget, Treasury has made a proposal to tax pension funds irrespective of treaty provisions contained in numerous tax trea...
Read moreProvident fund rule changes – will they affect you?
by Julian Adshade | Mar 1, 2021
New South African provident fund rules came into effect on 1 March. If you are not yet of retirement age, or are considering emigrating, here’...
Read moreDimensional part 2: Tesla’s charge reveals the weak points of pure indexing
by Staff Writer | Feb 25, 2021
Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...
Read moreFlexibility in Practice: How Dimensional Handled GameStop
by Staff Writer | Feb 24, 2021
The foundation of our investment philosophy is an evidence-based approach that is informed by a continuous and rigorous review of academic and...
Read morePeak infection and the aftermath
by Staff Writer | Jan 29, 2021
2020 has proved to be one of the worst years in history for the global economy.
Read moreThe tax benefits of retiring in Portugal in 2021
by Cláudia Mendes | Jan 7, 2021
Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.
Read moreRobot Wors: Can an algorithm replace a cross-border financial advisor?
by Niel Pretorius | Sep 23, 2020
There’s nothing quite like a juicy boerewors roll braaied on an open fire. Getting it perfect is a skill in itself, and nobody likes a boerie ...
Read moreWhat an investment philosophy is and why you need one
by Bill Monty | Sep 10, 2020
In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to take a step back and focus on t...
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