Billions of rands remain unclaimed in South Africa across pension funds, insurance policies, unclaimed dividends, and dormant bank accounts. The Financial Sector Conduct Authority (FSCA) estimates that approximately…

For Gavin Harvey, financial advising has never been just about the numbers—it has always been about the people. His career, spanning over 40 years at PW Harvey &…

1. The Greatest Generation (born 1901 - 1927)This generation lived through the Great Depression and World War ll. They are characterized byresilience, sacrifice, and a strong work ethic.…

Navigating Today's Insurance Landscape: Strategies for ClientsAs we progress through 2024, the insurance industry is navigating a landscape shaped by several pivotal factors, each presenting unique challenges and…

Challenges faced by South African Taxpayers with SARS' updated eFiling Security Protocols The South African Revenue Service (SARS) recently altered its protocols, significantly impacting taxpayers and tax practitioners.…

 BYD, founded in February 1995 by Wang Chuanfu, initially focused on rechargeable nickel–cadmium (NiCd) batteries. However, their journey has taken them far beyond batteries. BYD is now the…

TAX BITES – Understanding the IT88 Many South African taxpayers find themselves facing administrative penalties from the South African Revenue Service (SARS) due to failure to submit their…

What is Regulation 28? Regulation 28 of the Pension Funds Act aims to reduce excessive risk on investor’s pre-retirement savings by limiting the exposure to certain asset classes.…

SARS continues to warn taxpayers that they are targeting non-compliant taxpayers, and their information-gathering tools become stronger and stronger each tax period. SARS has recently made headlines with…