July 26, 2024
How to get on top of your tax return
As a taxpayer, understanding what your filing obligations are is crucial to ensuring that you remain tax compliant. During this tax season, the South African Revenue Service is once again making use of the auto-assessment process and plans to impose harsher penalties on taxpayers who file their tax returns late.
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July 25, 2024
2024 FPI Financial Planner of the Year Finalists
The top three finalists for the esteemed 2024 Financial Planner of the Year Award, presented by the Financial Planning Institute of Southern Africa (FPI), have been unveiled.
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July 22, 2024
President Signs Pension Funds Bill. Two-Pot on track for 1 September
President Cyril Ramaphosa has signed the Pension Funds Amendment Bill, enabling the Two-Pot Retirement System, effective from 1 September 2024. Old Mutual Corporate supports this legislation, but emphasizes the need for patience and thorough readiness from retirement funds and administrators.
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July 22, 2024
Two-Pot legal hurdle crossed, now the race to prepare is on
Today, the President signed the Pension Funds Amendment Bill into law, following his signing of the Revenue Laws Amendment Bill last month on 1 June 2024. This means that all prerequisites for SA’s new Two-Pot retirement system to take effect from 1 September 2024 have successfully been concluded.
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July 22, 2024
FNB survey reveals that nearly 50% of South Africans don’t have a retirement plan
The 2024 FNB Retirement Insights Survey offers a glimpse into the current state and evolving dynamics of pre- and post-retirement planning in South Africa. In its second year, the in-depth research reveals persistent challenges around retirement in South Africa and highlights emerging opportunities
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July 18, 2024
Savings Month highlights how Two Pot can improve SA retirement outcomes
With July being national savings month in South Africa it’s worth remembering that beyond providing access to retirement savings in cases of emergency, the long-term intention of Two-Pot is to improve the country’s retirement outcomes by keeping South Africans in work and saving more, for longer.
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