The use of Trusts in Estate Planning
June 2, 2011
A trust can support and protect COVER Magazine interviewed Brett Field of Fedgroup Trust regarding the use of trusts by financial planners in creating a holistic plan for their clients. COVER: Are financial…
Business assurance concerns
June 1, 2011
Business assurance is undoubtedly a lucrative area for the financial advisor to specialize in, as it is such a technical and specialist area that the bulk of advisors tend to avoid it out of fear….
The myths of risk tolerance
June 1, 2011
Risk is not always clearly understood when it relates to investments. It is described in a variety of terms – think of “risk tolerance,” “risk acceptance,” “risk appetite,” “risk attitude,” “risk profile” and “risk propensity”….
Advisors working within the business risk environment are sure to be familiar with the ‘Loan Account Redemption Plan’. Cynically, I have always viewed it as a solution suggested to clients as a means to earn…
Trusts are often used by estate planners in planning for administrative and tax efficiency after the planner’s demise – and correctly so. However, a much overlooked vehicle is the ‘special trust’, which has all of…
The boons of social media
May 1, 2011
Social media marketing is ideal for small business owners not able to carry out conventional marketing activities because of limited resources. It is defined as the ‘use of social networks or online collaborative media for marketing, communications, sales, public relations and customer service’. In South Africa, social networking sites such as Facebook, Twitter and MXit are consistently ranked in the top ten of the ‘most visited’ sites.
Staking a claim on Foreign Direct Investment
May 1, 2011
According to a new report by specialist risk consultancy, Control Risks, one of the primary threats South Africa will face in 2011 is difficulty in encouraging foreign direct investment. Dave Butler, MD for Southern and…
The retirement fund-related changes announced in the 2011/2012 Budget herald a significant change for the retirement savings industry and members will have to rethink their retirement planning carefully. The announcement by Finance Minister Pravin Gordhan…
