How upcoming Regulation 28 changes will impact your retirement fund
Regulation 28 is a retirement fund guideline that defines the percentage of capital that can be invested in various asset classes such as equi...
View articleSARS proposal on the taxation of retirement funds of non-residents
As part of the 2022 budget, Treasury has made a proposal to tax pension funds irrespective of treaty provisions contained in numerous tax trea...
View articleProvident fund rule changes – will they affect you?
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’...
View articleDimensional part 2: Tesla’s charge reveals the weak points of pure indexing
Dimensional Fund Advisers provide the core of our model portfolios. Their enhanced indexing approach utilizes complex trading strategies acros...
View articleFlexibility in Practice: How Dimensional Handled GameStop
The foundation of our investment philosophy is an evidence-based approach that is informed by a continuous and rigorous review of academic and...
View articlePeak infection and the aftermath
2020 has proved to be one of the worst years in history for the global economy.
View articleThe tax benefits of retiring in Portugal in 2021
Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.
View articleRobot Wors: Can an algorithm replace a cross-border financial advisor?
There’s nothing quite like a juicy boerewors roll braaied on an open fire. Getting it perfect is a skill in itself, and nobody likes a boerie ...
View articleWhat an investment philosophy is and why you need one
In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to take a step back and focus on t...
View articleCyber Essentials
Our Cyber Essentials certification reflects our ongoing commitment to cybersecurity best practices, ensuring that we safeguard sensitive data and operate with a high level of digital integrity.