Moving to Portugal? Don’t stop your planning process

by Cláudia Mendes | Mar 9, 2021

South Africans looking to emigrate to Portugal don’t have to put their plans on hold during the pandemic. In fact, there are important parts o...

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Your financial planner should be your wealth coach

by Cláudia Mendes | Mar 8, 2021

We live in an age where anyone with an internet connection can become an investor and financial advice can be delivered by an algorithm-driven...

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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...

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SARS 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...

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Provident 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’...

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Dimensional part 2: Tesla’s charge reveals the weak points of pure indexing

by Mike Abbott | Feb 25, 2021

Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...

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Flexibility in Practice: How Dimensional Handled GameStop

by Mike Abbott | 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...

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Peak infection and the aftermath

by Mike Abbott | Jan 29, 2021

2020 has proved to be one of the worst years in history for the global economy.

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The 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.

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