Treasury’s recommendations for business growth welcomed
September 2, 2019
The economic policy paper released by Finance Minister Tito Mboweni last Tuesday, shows that Treasury is finally taking new business growth in South Africa seriously. The document’s recommended measures
Momentum Securities’ International Equity portfolio would have ranked top quartile over one, two and three years for the period ending 31 July 2019 in comparison to the recently released ASISA statistics
Treasury’s Economic Growth Plan
August 29, 2019
The Economic Growth Plan released by Treasury yesterday is generally positive and should be viewed positively by the markets. The ideas contained in the report are mostly pragmatic, given it is not too ambitious
RDR calls for a more Outcomes-Based approach from advisers
August 27, 2019
The phased implementation of the Retail Distribution Review (RDR) is well underway in South Africa, with suitability of financial products to a customer’s needs remaining a core focal point. This means that the burden
Schroders Global Investor Study 2019
August 21, 2019
The Global Investor Survey 2019 explores the behaviours and attitudes of more than 25,000 people who invest from around the world. Overall, the results show that, against a backdrop of market turbulence
Invest like a woman
August 21, 2019
A recent study by the Warwick Business School, which analysed the behaviour and returns of 2800 investors over three years, found that women outperform men by 1.8%. By looking at a range of criteria,
As part of the TLAB, it has been proposed that the tax deduction for an investment in a Section 12J company be limited to R2.5 million per investor, per annum, effective from 21 July 2019.
OUTvest and OUTsurance Life partner to build a tax efficient endowment direct to the public
August 20, 2019
OUTvest, the pioneering digital investment service that sits within OUTsurance Holdings, is enabling South Africans to go beyond goals-based saving and to invest in a five-year endowment through a
