IRFA Dispatch



IRFA DISPATCH: Thursday, 18 January 2018

LOCAL NEWS - Choices choices … living annuity or conventional life annuity? - Unlocking the POPI-code - Ensuring your retirement plan will succeed - How to make the tax act work for you - Asset classes: what they mean and why they matter INTERNATIONAL NEWS - Carillion collapse: will pensions still be paid? - OUT OF INTERENST NEWS - Rand weaker, stocks boosted by retail data

Continue reading

IRFA DISPATCH: Friday, 12 January 2018

LOCAL NEWS - Save on tax by diversifying your retirement savings - What access do you have to your retirement money? - When do tax rates become unaffordable? - INTERNATIONAL NEWS - Fidelity retirement funds take multiyear hit from commodities bet - Looking to retire abroad? Revenue has just made it harder - OUT OF INTEREST NEWS - Rand falls as cheer gives way to hard reality of Ramaphosa’s job.

Continue reading

IRFA DISPATCH: Friday, 15 December 2017

LOCAL NEWS - What the amendments to the Taxation Laws Amendment Bill mean - Is your nest egg JustEnough to afford a nest in a retirement village? - Complex pension trends are leaving retirees cash-strapped - Gigaba to assess damages to pension funds caused by Steinhoff saga - Change from spender to saver for peace of mind at retirement - INTERNATIONAL NEWS - Vanguard launches retirement funds for the young - OUT OF INTEREST NEWS - Sars: Tough economic times undercut tax returns - Global growth set to continue in 2018

Continue reading

IRFA DISPATCH: Tuesday, 05 December 2017

LOCAL NEWS - Retirement savings vulnerable to tax increases - The (not so bright) future of retirement for South Africans calls for more savings - Lessons from retirees who got it right - How have balanced passive funds been performing? - Re-engineering retirement plans for better outcomes - INTERNATIONAL NEWS - Steelworkers lured into transferring millions out of pension funds - OUT OF INTEREST NEWS ECONOMIC WEEK AHEAD: Slower growth likely

Continue reading

IRFA Dispatch - Wednesday 29 November 2017

LOCAL NEWS - Retirement funds scorecard left out of Financial Sector Code - Let’s be frank about retirement - Your guide to saving for retirement - Can you rely on your home to fund your retirement? INTERNATIONAL NEWS - Millennials will have similar pensions to baby boomers, says report - OUT OF INTEREST NEWS - Too many plans, little implementation harming SA’s economy Why bother saving?

Continue reading