Finance Minister, Mr Tito Mboweni, presented his latest budget speech on 24 February 2021. Focusing on the tax aspects of the budget speech, Treasury anticipated that tax collections in 2020/21 are expected to be approximately R213 billion less than the 2020 Budget expectations. This shortfall is the largest on record and with the current […]
2021 Budget Commentary Read More »
I find it inexplicable that people, without hesitance, insure their vehicle or house but are resistant to insure their own life. Life insurance is crucial to have a sound financial plan and protecting your wealth. Calculating how much life or disability coverage you need and what different benefits are required is complicated. Autus Private Clients
Keep you and your family safe NEVER CLICK ON ANY LINKS IN AN EMAIL UNLESS YOU ARE 100% CERTAIN THAT IT WAS SEND FROM A TRUSTWORTHY SOURCE–IF IN DOUBT CALL THE SOURCE AND DOUBLE- CHECK. With fewer face-to-face interactions and more communication happening over email and other electronic devices, cybercriminals are taking advantage. An increasing number
FUND IN FOCUS: AUTUS PRIME GLOBAL EQUITY FEEDER FUNDBy Timothy RangongoPublication: 4 June 2020, Finweek Magazine A four-pronged approach to choosing shares has delivered solid results for investors. Fund manager insights:Autus Fund Managers’ global equity fund aims to provide capital growth over the long term. At the end of April, a little over 90% of the fund’s
Stock selection skewed to new-generation companies Read More »
Wie sou aan die begin van die jaar kon raai dat ‘n onsigbare virus soveel fisiese, sosiale, en ekonomiese verwoesting kon saai? Die eerste reaksie van mense wanneer hulle met onsekerheid gekonfronteer word is selfbehoud. Om terug te trek vir beskerming en ‘n veilige posisie te neem is ‘n natuurlike reaksie. Meeste van ons
‘N ONSIGBARE VIRUS WAT ONS ALMAL RAAK Read More »
Who would have thought, at the start of the year, that an invisible virus would cause physical, social, and economic mayhem globally? For many people, the first reaction, when confronted with uncertainty is to self-preserve. Retreating into a safe space and protecting yourself and your family is an instinctive response. Many of us are
AN INVISIBLE VIRUS AFFECTED US ALL Read More »
February is the month of love – what better time to discuss the serious side of romance? Choosing how you get married has financial and legal implications. No, I’m not talking about whether you tie the knot on a wine farm or at the courthouse; I’m talking about the marriage contract that you and
What to do before you say ‘I do’ Read More »
Article by Hardi Swart, CFP®, Personal Finance, 14 August 2019 Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments against the Rand, and to gain from the higher economic growth rates in other countries. The use of endowments to house offshore discretionary portfolios is often overlooked,
An offshore window of opportunity for investors Read More »
Article by Hardi Swart, CFP®Publication: 29 September 2019, Business Live Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs. Usually, an adult child has to step in, and it’s a tricky business: you have to take control, keep the rest of the family
Managing your parents’ wealth takes tact, diplomacy and skill Read More »
Interview by Nompu Siziba with Hardi Swart, CFP®Publication: 3 September 2019, Moneyweb ‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’ Listen to the interview podcast: How to manage your parents’ finances when they no longer can on SAfm Market Update with Moneyweb. Click on the link: http://ow.ly/uv4E50wLr3w. NOMPU SIZIBA: Old
How to manage your parents’ finances when they no longer can Read More »