Trustworthy: key lessons for trustees from the Sars tax case
Explore the critical lessons for trustees and trust funders derived from a recent Sars tax case, highlighting the importance of accurate record-keeping, accountability, and the need for skilled tax practitioners.
Words on wealth: the importance of financial regulation in protecting consumers
This article explores the critical role of financial regulation in protecting consumers from exploitation and ensuring fair market practices, highlighting recent challenges faced by regulatory bodies.
The importance of understanding your insurance policy: a cautionary tale
Thulani Cele's struggle with Old Mutual highlights the critical need for consumers to understand their insurance policies. After being retrenched, Cele discovered he had a potential safety net that he was unaware of, raising important questions about transparency in financial services.
Point of view: essential tips for the 2025 Sars tax filing season
Prepare for the 2025 tax filing season with essential tips and insights from Sars. Learn how to avoid common mistakes, ensure timely submissions, and maximise your refunds.
Why voluntary disclosure to Sars is crucial to avoid severe penalties
With R7. 5 billion allocated for enforcement, Sars is intensifying its crackdown on non-compliant taxpayers.
Why a medical report isn't enough for disability insurance claims
Discover the critical differences between employer medical boarding processes and disability insurance criteria as highlighted by the National Financial Ombud Scheme of South Africa. Learn how these distinctions can impact your disability claims.
How to plan your retirement cash flow for financial security
Discover essential strategies for planning your retirement cash flow to ensure financial security. Learn how to budget effectively, manage healthcare costs, and take advantage of discounts to enhance your retirement lifestyle.
Why you should start saving today: finding your purpose
Discover how understanding your dreams and purpose can motivate you to start saving today. Learn practical steps to make saving tangible and meaningful for your future.
Rising cancer claims highlight health challenges in South Africa
Sanlam's latest claims data reveals a worrying trend of rising cancer and cardiovascular claims in South Africa, highlighting the impact of lifestyle diseases and the ongoing effects of the Covid-19 pandemic on health screenings.