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March 2015 version of The Fund in Detail

We are releasing herewith the March 2015 version of The Fund in Detail document. The updates to this new version have been summarised in the document below. Consultants are advised to discuss with their clients the...

Changes to the taxation of Disability Income Benefits

We remind consultants and their clients about the amendments to the Income Tax Act introduced by the Taxation Laws Amendment Act 31 of 2013. These will have an effect on the tax treatment of disability income policies...

Managing Longevity

The emerging trend of increased longevity is one of the most significant risks facing South Africans as they plan for retirement. The challenge advisers face is that they need to bear the responsibility of helping...