Blog Archives

What happens to your retirement fund benefits when you die?

The first few months after losing a loved one can be traumatic. To lessen the impact of this stress, it’s important that you and your family understand the complex process behind retirement fund claims

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The top four mistakes to avoid when saving for education

As parents, we all want the best for our children, and this often includes being able to give them the best education that we can afford

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How to invest in challenging times

A braai over the weekend inevitably reminds us of the significant challenges our country faces

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Facing the facts around retrenchment

With the latest GDP growth figures showing that the economy contracted 0.6% in the third quarter, SAA heading into business rescue, and the problems at Eskom persisting, it looks like we are in for a difficult year ahead. This suggests that the prospect of retrenchment is a very real threat for many South Africans

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Avoid being scammed this festive season

Aware that most of us are less vigilant as we ease into the festive season, scammers will be pulling out all the stops to line their pockets with our hard-earned money,

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How to implement your New Year’s resolutions

As the end of the year approaches, it is a good time to reflect on resolutions committed to in earnest back in January and take stock before the resolution season begins again

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How not to break the bank this festive season

The end of 2019 is fast approaching and with many looking forward to downtime during the festive season, this shouldn’t mean breaking the bank

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What Taxes Do I Pay When I Invest offshore?

Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay?

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How your retirement fund benefits are allocated when you die

The purpose of retirement funds is to save for retirement, but when members die prior to retirement, the purpose changes to provision for those who were dependent on the member at the time of their death.

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Are you comfortable swimming against the tide?

Following trends is comfortable. It’s human nature to want to be in with the crowd, or part of the herd. This is especially true when it comes to our finances: As individuals, we take comfort from sameness.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.