Breaking SA tax residency – navigating the two-pot maze

Breaking SA tax residency – navigating the two-pot maze Janine Langenhoven: Senior Legal Council Ninety One Do you understand how you can access your retirement fund benefits when ceasing tax residency from South Africa? Here’s how the two-pot retirement system will...

Morningstar Market Commentary for September 2024

Market and Economic Summary Global markets delivered strong returns in September, buoyed by a larger-than-expected interest rate cut by the US Federal Reserve and Chinese authorities’ policy support. This led to a strong risk-on sentiment towards most asset...

National Wills Week

Law Society of South Africa’s National Wills Week 2024 What is Wills Week? Wills week was introduced by the Law Society of South Africa to bring awareness to the importance of having a valid Will. Many South Africans are unaware of the importance of having a Will,...

Morningstar Market Commentary for August 2024

Market and Economic Summary Global equity markets recorded strong gains this month. However, these positive headline moves masked the volatile nature of global markets, as most experienced a sharp sell-off during the first week of the month. This sell-off was due to...

Maybe She’s Born with it…

The month of August is marked as Women’s month as a tribute to the 20 000 women who marched to Union Buildings on the 9th of August 1956. While progress has been made, there are still so many gaps in today’s society; one of them being financial knowledge....

Current Market Volatility

Dear Southwood Clients For those of you who enjoy your sport, we hope you’ve been relishing the Olympics. Amid the headlines about our great athletic achievements, the current market volatility is also very much in the spotlight. To address this, we’d like to share...