2020 Budget speech update

by Faizil Jakoet Head of Retail Client Services – AllanGray During the much-anticipated Budget speech, the Minister of Finance announced tax relief for individual taxpayers, signalling that tax brackets will be adjusted and personal income tax rebates will...

Coronavirus: An Investment Perspective

Morningstar Investment Management Insights The Impact of Coronavirus for Investors Public health outbreaks and epidemics like the recent coronavirus can quickly scare investors and, eventually, affect economies and businesses. The recent coronavirus outbreak has shut...

Getting back from the Taxman

The end of the 2020 tax year is fast approaching with many of our clients looking to maximise the benefits afforded to them by the tax man. This can be done by “topping-up” your retirement annuity and tax-free savings account. Retirement Annuities Currently all...

Discovering a way through the maze of points and miles

From points to miles…a hot topic at the moment for Discovery members. Charlene Steenkamp discusses the changes and breaks down the differences between the two. Members of Discovery’s Vitality rewards programme no longer earn Vitality reward points but are now...

OLD MUTUAL SUPERFUND – MEMBER INVESTMENT UPDATE

SUSTAINABILITY OF INVESTMENTS You may have heard people talking about sustainable or socially responsible investing. This is investing which considers both the financial aspects – will the investment achieve an acceptable investment return in relation to inflation? As...