February 10, 2025
Revised agreements cast the cross-border dividends tax net wider
South Africa’s new dividends tax protocol impacts Kuwaiti, Dutch, and Swedish shareholders, imposing 5-10% taxes on earnings from South African subsidiaries. While boosting tax revenue, it raises compliance challenges and may deter cross-border investments. Retrospective application faces legal scrutiny.
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January 27, 2025
Discovery Bank Festive SpendTrend 2024/2025
Discovery Bank has released an analysis of its client transaction data during December 2024. It highlights interesting festive spend behaviours among the Bank’s clients and the value derived from their travel and lifestyle rewards.
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March 28, 2025
TFSA vs RA? A quick guide to choosing the right retirement investment products
Linda Kleynscheldt: Head of Actuarial and Product, PSG Wealth gives a comparison between a Tax Free Savings Account (TFSA) and Retirement Annuity (RA) to help you decide if either (or indeed both) of these products might be right for your needs.
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January 17, 2025
Old Mutual Wealth bolsters DFM offering with Bravura partnership
Old Mutual Wealth (OMW) South Africa has announced a strategic collaboration with Bravura, a leading financial services technology provider to the asset and wealth management communities, to enhance its Discretionary Fund Manager (DFM) functionality of its Linked Investment Service Provider (LISP) platform.
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February 10, 2025
2024 key learnings to take into 2025 for SA businesses: resilience is key
Friedrich Meisenholl, Regional Investment Manager at Business Partners Limited, believes improvements are on the horizon as we look ahead to 2025. However, the past year has taught businesses that anything from natural disasters to fuel price shocks can scramble even the most meticulous plans for business growth.
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January 2, 2025
New year, new financial you: Breaking the silence on money talks
As the new year begins, South Africans take stock of their aspirations – most of which all hinge on one thing – financial security. While fitness and career goals often lead the charge of resolutions, financial wellbeing should not be overlooked.
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