Asset Solutions - Economic Report - 2018-01
Monthly Investment Insights - 31 January 2018
UNCLAIMED RETIREMENT FUND BENEFIT SEARCH ENGINE HAS BEEN IMPLEMENTED
1. Unclaimed retirement benefit search process
1.1 An enquirer will be provided with a unique reference number for each enquiry logged through the FSB search engine. This reference number must be used for future correspondence or enquiries regarding the specific case with the FSB.1.2 The search engine will establish if there is a possible match on each of the search criteria provided.
Our quarterly investment review
A presentation to mCubed Asset Solutions regarding Overview MMI Investments, Our investment philosophy, The current investment environment and Performance analysis - 20 October 2016
The Gupta’s, the Rand and the ugly
Will President Zuma need to go? That is the burning question after the past weeks shenanigans. Both Vytjie Mentor’s and Deputy Finance Minister Mcebisi Jonas’s revelations about the Gupta’s have helped break the Rand through the R16.00 to the US Dollar mark.
The rand’s weakness comes at a time when ratings agency Moody’s is in the country to assess whether it should downgrade South Africa’s credit rating. Another important announcement today is whether the South African Reserve Bank will raise interest rates in an already difficult economic environment that is on the brink of recession.
Members' Categories - Special Rules
Members are placed on joining the fund in a category, which is most circumstances is "as designated by the employer". The member must then remain in this category throughout his/her membership of the fund unless the designation of that member is altered by the employer at any given time...
Compulsory Membership June 2015
TAXATION LAWS AMENDMENT BILL, 2014- WHAT HAS CHANGED?
The Taxation Laws Amendment Act, 2013 brought about far reaching amendments impacting the financial planning/employee benefits environment and insurers, financial advisors and clients have been planning and positioning themselves for the pending changes that were to be effective on 1 March 2015.
The March 2014 budget announced changes that effect the retirement fund industry, click the below link to view these changes.
Retirement funds a guide to the proposed reforms
Over the last half century various attempts to reform the South African pensions system have been explored. In late 2004 , National Treasury published a 70 page document on its' recommendations for the future of retirement funding for all South Africans...