A comparison of living and life annuities. When nearing retirement and having to consider your options of where and how to invest your retirement savings (i.e., savings from a retirement annuity, pension or provident fund, or pension and provident preservation funds),...
Crypto assets: Are you prepared for the taxman?
AUTHOR: DIANE SECCOMBE, NATIONAL HEAD OF TAXATION AT MAZARS ACADEMY - Article sponsored by GraySwan SARS and SARB have been quick to follow other international jurisdictions in seeking greater transparency, regulatory framework and disclosure in respect of crypto...
Are Fund of Funds more expensive?
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The honour of being appointed as your financial confidant is a responsibility we deem paramount. Our client’s loyalty is earned through repeatedly proving that our value proposition is not only lip-service but the pinnacle task we set ourselves each day. When we wake...
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How do you decide between retirement income options in the retail market? Part 3
With a hybrid annuity option, you can have your cake and eat it too. Now that we’ve drawn a comparison between living (investment-linked) annuities and life (guaranteed) annuities in Part 1 and Part 2 of this series of articles, we can elaborate on the hybrid annuity...
How do you decide between retirement income options in the retail market? Part 2
It is crucial to note that no one financial solution will suit all investors. In my previous article, which you can read here if you have not yet done so, I compared a living annuity and a life annuity, narrowing it down to the differences between “investment-linked...