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Trusts: Tax compliance more important than ever

SARS introduced a new income tax return for trusts in 2014, made further enhancements to it and the final updated return became available in October 2015. Consisting of a staggering 24 pages, the disclosure requirements are comprehensive and stringent, with cross checks built into the document. By Stanley ...
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The who, what, when and how of Retirement Planning

When you are young, you may be tempted to put retirement savings on the back burner on the assumption that you still have many decades to save before you retire. There is just one big problem with this rationale – you are working against your greatest investment growth asset: time. When it comes ...
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Keeping Customers Satisfied

This has always been an important component of business, even before Simon & Garfunkel turned the phrase into a hit song. A recent article on customer views of short-term insurers, led me to the website of the South African Consumer Satisfaction Index (SAcsi). They deal with a number of important ...
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Recoveries from Retirement Provision Funds

Strict process for companies wishing to recover stolen money from employee pension fund pay outs, cautions GTC. Employers cannot automatically claim money from an employee’s pension or provident fund when employees defraud them, in order to compensate for their loss. Even if a company wins the ...
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More Younger South Africans Planning Future Finances

Half of world’s largest independent financial advisory company's clients in their 30's prioritising estate & retirement planning   People are starting to plan their future finances at a younger age, according to one of the world’s largest independent financial advisory ...
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