Empowering you to make good money decisions
An ASISA initiative
Subscribe
Search
Search Results
Hot topics
Two-pot system
Two-pot system
Videos
Watch and learn
Planning for life
A good financial footing
Settling down
Mid-life
Your own small business
Getting financial advice
Estate planning
Debt
Working with credit
Managing debt
Saving and Investing
Investment basics
Getting to know your manager
Sustainable investing
Collective Investment Schemes
Unit Trusts
Exchange Traded Funds
Hedge Funds
Insurance
Insuring your life
Disability Cover
Income Protection
Severe Illness Cover
Funeral Cover
Group Life Cover
Credit Life Cover
Healthcare cover
Retirement
Getting to retirement
At retirement
Tax
Taxes we pay
Tools and calculators
Financial health check
Budget planner
Debt repayment calculator
Savings goal calculator
How much will my savings grow calculator
Fund classification tool
Tax deductible retirement fund contributions calculator
Living Annuity Drawdown Calculator
Retirement savings calculator
Home
Hot topics
Path of least resistance to NHI: a 4% tax for healthcare free-riders
Are you getting retirement benefits counselling early enough to ensure you retire in comfort?
Why some members didn’t get savings pot withdrawals quickly
Stay balanced this Black Friday
Protect your income when you need it most
Franchises better positioned to succeed
Discretionary investments - your safety net for unexpected costs
New unit trust categories make it easier to find funds investing only in SA
Get some tax advice before you work your way around the world
Don't worry about the world, just save enough for your retirement - Fink
South Africans pay R40 billion for denied medical scheme claims - are you one of them?
How to spot a fake financial services company
Why are passive funds more popular in the US than in SA?
Your brain may need to be managed when it comes to money
Say no to (savings) pot
Legislation to support people living with dementia is still missing in SA
If you have minor children, be sure your will has these provisions
Pre-authorisation does not mean your scheme will pay your bills
Even after death: Costs. Costs? Costs!
Use the two pot system wisely and reach all your goals
How an enterprise and supplier development programme could help your SME
Why procrastination costs you twice
Life insurance pays, but only by the rules
How profit and purpose are enmeshed in investing
Are you avoiding making a plan for your retirement?
Small steps, big results: building wealth on any income
You, SARS and your duty to declare and pay tax
Don’t believe FX trading sites’ get-rich-quick hype
The tricky job of managing a living annuity through retirement
Two pots: Insufficient funds, tax and other hurdles facing members who want to withdraw
How can you live a rich life
Two-pot retirement system: why advice is so important
Offshore remains best return target while local risks should be managed
It's a wild world – there’s a lot of bad out there so beware
Is it time to give money its rightful role in your life?
Digital tools help small businesses master their money
Schemes get costlier as reform takes back seat to NHI
Why life cover is crucial for young families
Why schemes will contest the NHI Act now that it is signed
Play to win: the five-step process to winding up an estate
Two-pot retirement system: don't just focus on the cash
Employers pay arrear retirement contributions after shaming
Can’t get no satisfaction? It is getting easier to complain to an ombud
Do these financing models suit your business?
Don’t be a fool this April
A small business survival kit for tough economic times
Swix indices on the way out as JSE simplifies benchmarks
Diversify your investments as managers disagree on global equity outcomes
Expect multi-asset fund returns to diverge further in future
10 traps to avoid with buy-and-sell agreements
Keith Engel: only one way to stop average tax rates rising
More tax from you will plug the hole in the national budget
Effective tax planning saves SMEs time and money
Six financial planning tips for DINKs
Is love enough to bridge a money gap?
Tax year-end alert: Have you maximised your tax deductions?
Expect inflation-beating returns amid a noisy year in investment markets
Palesa Dube's lessons learnt as an entrepreneur
What happens to your retirement savings when you emigrate?
Savings hacks: Four New Year’s resolutions for new entrepreneurs
Living annuity drawdown rate is personal
Investing: Should you DIY, take advice or something in between?
Don’t be a victim of investment fraud - be vigilant all the time
Small business, big decisions: mastering the art of financial decision-making
The personal finance lessons we can all learn from 2023
Active ETFs have arrived in SA – should you care?
One of your most important financial decisions is the partner you choose
Two pots – don’t bank on getting access to your money in March
How to get creditworthy when you don’t have credit
Three top financial habits of successful entrepreneurs
As citizens of the world, South Africans need more specialised advice
Enjoying the holiday season without a budget blowout
Minimising the hidden retirement cost of maternity leave
Greater need for fairly priced pensions
10 tips for a bulletproof business plan
Tweaked two pot system likely to be delayed
Can money play a spiritual role in your life?
How to deal with medical scheme contribution increases and benefit reductions
When life cover starts costing an arm and a leg
How you can recoup some expenses for learning difficulties
How to choose the right capital structure for your small business
How much equity exposure will ensure your retirement income grows?
Unlocking financial freedom in seven micro steps
Challenges at the Master of the High Court for deceased estates
Planning your money around your life
How financially literate are you?
How small businesses can master financial planning
A special reminder to women to consider the “what ifs”
With a little knowledge and confidence, you too can be a great investor
Too many choices may be increasing your anxiety
The pitfalls of investing in buy-to-let property
Unpacking the four-letter word: debt
How to make money
Cash flow is the key to keeping small businesses afloat
An increase in your earnings could kickstart your savings
The savings KISS - keep it separate and simple
The value of a financial planner
What should you do if you inherit a firearm?
Saving & Investing: Some lessons from history
Filing the correct tax return is your responsibility
How your grief case and other baggage is a drag on how you manage money
The new global investment reality
Keeping-it-simple diversification
Guaranteed pensions offering best rates in a decade
7 things you should know about the latest two-pot retirement proposals
You can improve your retirement income with the right decisions
When costs keep rising
Get legal help if you wish to bequeath rights to property
Hundreds of thousands of taxpayers hit with penalties for outstanding returns
Public and private health care remain broken as we await grandiose NHI
Retirees with multiple incomes need to carefully consider SARS tax directives
Employer short-paying retirement fund ordered to make good
New measures to stop employers from failing to pay retirement fund contributions
Do I need a financial adviser?
Home equity release: shady scheme or lifesaver?
Trading platforms - where scamsters love to hide and other high risks
Do you understand the ins and outs of your marriage contract?
Contributing regularly gives you the benefit of rand-cost averaging
When life happens … are you anchored?
Retirement fund death benefits aren’t a right for the nominated
Homeowners need to be prepared for interest rate hikes and other costs
Bursting the bubble and other myths about passive investing
Volatility sees more investors diversify with hedge funds
Things are bad in SA, but managers are still choosing local
How are Retirement Fund excess contributions treated in retirement?
Choosing to live child-free puts a new focus on your financial plans
What will bracket relief save me in tax?
What does the 2023 Budget mean for your finances?
Opposites attract but can love conquer all?
Do you need to buy or top up a retirement annuity?
What can you do if your retirement annuity is worrying you?
Instant wealth's allure often has hellish consequences
Match your new year goals with your budget
Look after your mind, wallet and soul this festive season
Christmas gifts for children that keep on giving
How to get good value from your medical scheme
Delays in winding up estates continue
Why you need to be alive to changes in your group life cover
Don't let black put you in the red
Should you use buy now, pay later credit?
Property can be a great investment until it goes pear-shaped
Recession looms but offshore investors’ pain may ease
It’s a real risk to have a large gap in your life cover
How to plan a career break to pursue an adventure of a lifetime
Focus on things that matter for your financial well-being
Crypto assets are now financial products – what does that mean?
Why social media is not the place for solid financial advice
Does the taxman need to know about your side-hustle?
The real-life financial horror story
How not to get scammed when you try get out of debt review
Beware the will that is too simple for your affairs
Can you claim a home office tax deduction?
Help your child spend their allowance effectively
Don't let being the nurturer disempower you financially
This should make sense even at age 25
Planning for retirement and a good chance you will live to 100
Take care when choosing a tax practitioner
It's Savings Month: just start
Inflation - and interest rates - will things get worse before they get better?
The worst investment decision you can make
Paying for financial advice: fees on investments or professional fees in rands?
Life policy and investment proceeds worth R33.5bn unclaimed
The tax savings many retirees miss
Investment markets are complicated, but you can still make money
Hard-earned money grows faster in a tax-free savings account
Get ready, tax filing season is coming
Finding a good manager – is high conviction the key?
Survive the cost of living crisis – what you need to do now
Balloon payments are no party
A deathly get-rich scheme you do not want to be part of
More tax on my pension – can that be right?
How much offshore exposure should you have?
The investment grass isn’t always greener on the other side
Keep your goals in sight as markets react to Ukraine and other threats
Retirement funds can invest more offshore now but many are likely to take their time
Learning years ahead? Take some lessons on how to lighten the school fees
A little relief for South African pockets
Retirees on more than one pension should expect more tax to be withheld from March
Valentine’s Day trigger a money moment?
Be my Valentine, and ask me anything about my budget
More rights for life partners, but it still pays to protect yourself
Watch out for penalties as tax return deadlines come and go
Be more mindful about your money in the new year
Home insurance claim rejected for wear and tear. Is that fair?
Investors continue to move offshore
How to be sure your life insurance will pay out
Don’t be led into holiday season temptation
Covid reinforces the need for income protection for shorter illnesses
Despite lower medical scheme increases, your cover may still need a check up
Scheme increases below salary increases on average, but it may still be a heavy dose
Finding a suitable investment - conservative or aggressive is not enough
New proposals could give dismal pension numbers a big boost
The cost of not getting advice
Thinking of raiding your retirement savings? Think small and think twice
Choosing a pension more about blending than choosing one over the other
Will your family finances survive the loss of a breadwinner?
Investors losing out on growth with fund choices
How to cope in tough times
It's a really bad time to die without a will or an estate plan
Beware the man-in-the-middle of your transaction emails
Tax return deadline looms with penalties for those who miss it
All you need to know about two-pots and retirement
Hot topics
Filter by Topic:
All
All
Buying on credit
Debt
Estate planning
Financial advice
Healthcare cover
Insurance
Investments
Life insurance
Planning for life
Retirement
Small business
Tax
Filter by month:
All
All
January
February
March
April
May
June
July
August
September
October
November
December
Show more topics
Show more topics
Show more topics
Show more topics