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...
Sanlam Tax-Free Investment products
The South African Finance Minister, Nhlanhla Nene, confirmed in his recent 2015 National Budget Speech that
Stable Bonus – Is this the appropriate portfolio for your clients?
The objective of the Sanlam Stable Bonus portfolio is to provide investors with exposure to the financial markets, while protecting them against adverse movements in the markets. This is achieved by smoothing the...
How will the 2015 Budget Speech affect you?
See a visual on how the Budget Speech will affect individuals. See a visual summary of the implications of the Budget Speech on our Industry.
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...