On 25 February 2026, Finance Minister Enoch Godongwana delivered the National Budget Speech. This year’s budget included several positive developments for investors. The focus remained on encouraging long-term saving and financial security, with a number of tax...
As the tax year draws to a close, it’s now time to take stock and review whether you’ve taken full advantage of the available tax benefits. The tax year ends on 28 February, and there is still time to make a lump-sum top-up to your retirement annuity and/or tax-free...
A phased approach to your retirement journey Written by: Nshalati Hlungwane, Allan Gray For most of us, retirement planning represents the longest and most important personal finance project we will undertake. This has become more pronounced in recent decades as the...
The proposed two-pot system for retirement savings is due to come into effect on the 1st of September 2024. We have summarised the most pertinent points below: The system intends to divide retirement contributions into two separate pots: a ‘savings pot’ and a...
AUGUST 2022 Market and economic summary Global markets experienced a volatile August and ended the month lower. Investors turned their focus to the hawkish comments received from the US Federal Reserve’s Jerome Powell at the Jackson Hole Economic Symposium. Concerns...
