Latest News

Momentum & the repudiated claim.

Commentary by Anton Muller

Momentum has had a rough patch.
They were 100% right to repudiate the claim (Denise Ganas).

In the event of material non-disclosure - whenever it...

New legislation around Medical Aid

Commentary by Anton Muller

 

https://businesstech.co.za/news/government/253207/these-are-the-10-massive-medical-aid-changes-you-need-to-know-about/?fbclid=IwAR2HA9bEjhEK3iYINsZF...

Take off the Rose-coloured glasses

Anton Muller - Attached an article by Dave Foord of Foord Asset Management on why return...

Life is a journey, not a destination - Let us help you plan for an uncertain future...

EB Specialisation

  • Compliance with Surplus legislation introduced in December 2001 - still proving a challenge to retirement funds.
  • Converting Defined Benefit funds to Defined Contribution - an involved process requiring extreme care to succeed.
  • Converting “stand alone” funds to the often more efficient “umbrella” offering - needs careful consideration and guidance.

next >>>