Morningstar Quarterly Summary

The first six months of 2020 can only be described as a tale of two halves. Following the record falls in global equity markets across the globe in the first quarter amidst concerns around the economic impact of the spread of the Covid-19 pandemic, the second quarter...

Should I file a tax return for the 2020 tax year?

In response to COVID-19, the South African Revenue Service (SARS) has tried to simplify the tax filing process for individual taxpayers and remove the need to visit branches. SARS has introduced a four-phased approach to filing season this year:  1. Phase one:...

NO NEED TO FEAR NATIONALISATION

”In order to “collapse” the most diversified and influential economy on the African continent, one would obviously have to resort to some form of anarchy.” When a fairly senior office-bearer of the ruling political party in South Africa...

You can’t predict but you can prepare

July marks National Savings Month in South Africa. The article below from Debra Slabber of Morningstar Investment Management SA talks about the importance of good savings habits. Morningstar supports Southwood Financial Planning in the creation and management of...