Pick the right vehicle for retirement benefits
Beneficiary funds and umbrella trusts offer accessible, tax-exempt, and professionally managed options.
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Jou “goeie” aftreeplan kan baie foute bevat
Wouter Fourie, direkteur by Ascor, deel sy mening oor hoe om ’n goeie aftreeplan saam te stel.
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artificial insemination | biological children | Childrens Act | death benefits | Old Mutual | RETIREMENT
Twins conceived via artificial insemination not recognised as dependants
Complainant dissatisfied that her children did not qualify for sperm donor’s death benefit.
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How much you need to retire comfortably in South Africa
An expert highlighted three rules of thumb to work out the amount you have to save to retire comfortably in South Africa.
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Benefit counselling | Contribution design | financial education | Holistic planning | RETIREMENT | Soapbox
One year into the two-pot system: Lessons from the frontline
Two-pot withdrawals ease short-term strain, but risk deepening South Africa’s retirement crisis.
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10 financial planning myths that could be costing you
From thinking advice is only for the wealthy to assuming all debt is bad, here’s the truth behind common money misconceptions and how to take control of your financial future