wealth redefined.TM
Thought leadership
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.
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Tax return warning for anyone earning more than R500,000
Not submitting a tax return to the South African Revenue Services (SARS) is a criminal offence, and the taxman will be quick to remind anyone
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Keep your savings pot invested
Retirement fund members will have access to a part of their retirement fund benefits in case of emergencies or financial hardship when the two-pot system
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Two-pot system: Five things you need to know
The savings pot will be accessible at any time to a fund member with only one withdrawal permitted in a tax year. While experts continue
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Kick in the teeth for interest rate cuts in South Africa
South Africans may have to wait longer for interest rate cuts, with the South African Reserve Bank (SARB) likely to follow moves in the USA.
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Closest election in 30 years as South Africans vote
South Africans are voting in the most pivotal election since the racist system of apartheid ended in 1994, which could see the African National Congress
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Blending security and flexibility for retirement
Retirement marks a major milestone filled with both emotional and financial considerations. One crucial decision people face at retirement is choosing an annuity. When you
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The future of unit trusts in South Africa
Unit trusts are a tried-and-tested investment wrapper. They’re a staple for portfolios of all sorts. For good reason. These wrappers are versatile, transparent and relatively
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4 Reasons why you should NOT cancel your medical health cover
With the National Health Insurance (NHI) Bill having been signed by the President this week, South Africans are more confused than ever before. While most