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Don't be confused about the new medical scheme deductions

The new dispensation will apply to 2007 tax returns - With five working days to go before the July 14th tax deadline, SARS officials and tax specialists are reporting that many tax payers have been...

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Proposed Medical Scheme rules will ensure more expensive administration

Formula fraught with both conceptual and practical difficulties - Provisions in the Draft Bill will increase the cost of the administration of medical schemes, says veteran financial advisor Ian Dodds,...

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Equity investments the clear winners of the year, but many unit trust...

Only 30% of unit trust investors are investments in equity-only unit trusts - After three fabulous years of investment returns, equity-based unit trusts came out tops again during 2007, says Ian Dodds,...

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Who are the winners and who are the losers?

Details sketchy on integration with existing retirement schemes - Finance Minister Trevor Manual released the second discussion paper on social security and retirement reform on Friday. At this stage...

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Foord Asset Management first to calculate Total Expense Ratios

Remember that a higher Total Expense Ratio does not necessarily imply a poor return - Foord Asset Management has been the first collective investment management company to grab the bull by the horns...

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Are preservation funds worth preserving?

Proposed legislation attempts to block the leaks in the system - Retirement experts are divided on their responses to the longer term future of preservation funds.

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