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Tax

Everything you should know about tax auto assessment

By Isabelle Coetzee

In 2019, the South African Revenue Service (SARS) launched a system, which was dubbed an “auto assessment”, to assist taxpayers with their annual tax returns. But what does this system entail, and how will it impact you?

Everything you should know about tax auto assessment
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Loans

What does it mean to be a registered Financial Services Provider?

By Isabelle Coetzee

You may have noticed that financial institutions state that they’re registered Financial Services Providers (FSP). But what does this actually mean, and how does this benefit you as a consumer?

What does it mean to be a registered Financial Services Provider?
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Retirement planning

Should the retirement age change?

By Isabelle Coetzee

Across the world, people are retiring later than they used to. However, retirement products are centred around set retirement ages at which point you’d be able to access your retirement savings. But how applicable is the current retirement age in South Africa?

Should the retirement age change?
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Life Cover , Funeral Cover

Everything you need to know about wills

By Athenkosi Sawutana

Death can leave a lot of confusion and chaos. What happens to your possessions when you die can have a profound effect on those you leave behind. But you can soften the impact by drawing up a will.

Everything you need to know about wills
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Finance

Young professional? Set up your personal finances for long-term success

By Isabelle Coetzee

As a young professional, you may have just started your first job and become financially independent from your family. This is a unique financial position to be in. So how should you arrange your personal finances for long-term success?

Young professional? Set up your personal finances for long-term success
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Insurance

How to negotiate lower insurance premiums

By Isabelle Coetzee

Paying monthly insurance premiums can feel like a grudge purchase because you don’t see the benefits unless you find yourself in a sticky situation. But would it seem less so if you could pay lower premiums?

How to negotiate lower insurance premiums
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Credit

Is your credit score valid internationally?

By Isabelle Coetzee

Without a credit score abroad, you won’t be able to get decent rates for home loans or be approved for vehicle finance. We found out what happens to your credit score when you leave the country.

Is your credit score valid internationally?
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