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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.
Why you should say no to (savings) pot
South Africa’s two-pot retirement system came into effect on 1 September 2024. The two-pot system divides retirement contributions into two pots: a retirement pot and
Two-pot: Retirement withdrawals explained
Withdrawals from the savings component pre-retirement do not disqualify fund members from drawing R550 000 tax-free when they retire. With the two-pot retirement system effective
Medical schemes: What you need to know about pre-authorisation
Re-authorisation is often required before hospital admission, day hospital procedures, scans, scopes, or before beginning expensive treatment. Schemes need to specify in their rules which
Dark clouds for remote workers and offshore investors in South Africa
The International Fiscal Association (IFA) has warned that remote workers—so-called ‘digital nomads’—and high-net-worth individuals with investments in different tax jurisdictions should expect increasing scrutiny from
Morningstar Market Update – October 2024
Listen to a podcast by Debra Slabber, Director and Portfolio Specialist at Morningstar Investment Management South Africa, as she unpacks the latest in local and
Is it possible to become a millionaire on an average SA salary?
Yes, you can. How quickly you hit that target depends on the route you take. There’s a saying among the rich that making the first
Two-Pot Retirement System in review
The first week of the two-pot retirement system was a historic milestone for South Africa’s retirement industry. This significant reform marks one of the largest
Getting medical aid in your 20s is a smart move
You’re young, you’re free, and you’ve just landed your first real job with a decent salary. You’re also healthy, you exercise regularly, and follow a