Wayne Lurie, head of the South African Responsible Online Gambling Association, takes a close look at National Treasury’s proposed national gambling tax, and explains in detail why it makes no sense under the current legislative framework. On 25...
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Access to retirement funds on emigration from South Africa
Jenny Gordon, Head: Technical Advice at Alexforbes, explains the rules around your South African retirement savings when you emigrate. South Africans are a mobile nation. Many people build their careers abroad or decide to relocate permanently for...
Could that SARS letter of final demand be fake?
In recent weeks, a number of taxpayers have reported receiving “final demand” letters that appear to come from the South African Revenue Service (SARS). While some of these are legitimate notices requiring urgent attention, others are fraudulent...
The insurance debate: Do I really need all that cover?
In this episode of the My Money, My Lifestyle podcast, I facilitated a spirited debate between financial planners Henri le Grange and Ben Nel about the complexities of choosing the right insurance cover. What I learnt from the discussion is that...
Three concerns for investors to watch in an uncertain world
Adriaan Pask, CIO at PSG Wealth, considers the major areas of concern in a volatile global investment landscape – and how investors should approach them. With global economic shifts unfolding rapidly, investors often find it difficult to...
Money Bootcamp finale: Key lessons learned
As we wrap up the second season of our Money Bootcamp, it’s incredible to reflect on the transformative journey we’ve witnessed over the past six months. What started as a group of individuals struggling with various financial challenges has...
How to survive the retail bombardment
The retail marketing machinery is in full swing with the start of Black Friday and the festive season, as we face an onslaught of messaging to make us spend, spend, spend. Every year, it feels like Christmas spending starts earlier. Walking through...
South Africa’s scamming epidemic
South Africa is battling a relentless and rapidly evolving criminal threat: scamming. Far from being a niche problem, this sophisticated crime has metastasised into an epidemic, inflicting financial devastation on citizens and businesses alike....
The tricky business of valuing a living annuity in a divorce
A Supreme Court of Appeal (SCA) ruling in 2020 paved the way for the inclusion of living annuities in divorce settlements, but five years on, calculating fair values remains notoriously tricky. Willem Boshoff, a senior forensic actuary and member...
Money Bootcamp: Can you afford to retire before 80?
It is a depressing reality in South Africa that most people can only afford to retire comfortably at age 80 – if at all. In our latest Money Bootcamp episode, we unpack these figures and consider whether retirement at age 65 is even possible in...
Previous Articles
Are optimists better investors?
Adriaan Pask, CIO at PSG Wealth, looks at research that investigates how optimists – those who tend to hold positive expectations about the future – make better decisions that improve their financial outcomes. An optimist is defined as someone who tends to be hopeful...
Change to UK inheritance tax has expats weighing their options
South African billionaire, and Sygnia co-founder and CEO, Magda Wierzycka, has been in the news after saying in a TV interview that she is considering moving back to SA from the UK due to changes in inheritance tax laws. Wierzycka’s comments come in light of sweeping...
Money Bootcamp: Building wealth through smart investing
In today’s financial landscape, the gap between those who build substantial wealth and those who struggle financially often comes down to one critical factor: understanding the power of compound growth and making informed investment decisions. This was the focus of...
Navigating market speculation
Adriaan Pask, Chief Investment Officer at PSG Wealth, explains how investors can strategise for consistent and thoughtful investments. Twenty-four-hour trading apps, viral stock tips and a growing menu of leveraged exchange-traded products have created the most...
Five smart strategies to manage debt and interest rates
South Africans are learning to live and thrive in a financially uncertain world. The latest TransUnion Consumer Pulse Study (Q2 2025) shows that while 39% of households expect they may miss at least one bill or loan payment, many are actively reshaping their habits to...
Money Bootcamp: What you need to know before saying ‘I do’
In this Money Bootcamp discussion, we chat with attorney and mediator Lerato Seroke about the financial and legal implications of your marriage contract. When it comes to marriage, most couples focus on the romance, the wedding venue, and the guest list. But taking...
No direction without a will
Dying without a will could cause delays in winding up your estate, and your assets might not be distributed according to your wishes. Get your will drafted for free during National Wills Week, from September 15-19 2025. Former One Direction star, Liam Payne, passed...
SARS makes it official for social influencers
If you’re earning money through social media – whether through sponsored posts, affiliate links, or brand partnerships – SARS has some important news for you. The South African Revenue Service (SARS) has officially recognised social influencers as a distinct taxpayer...
Money Bootcamp: The real cost of disability and how to plan for it
In our latest Money Bootcamp episode, myself and co-host Mapalo Makhu are joined by Nonhlanhla Bakasa, founder of AdoWord Multimedia, to discuss the reality of living with a disability. Nonhlanhla has been a "wheelchair rider" since the age of 12 when she suffered a...
The capsule wardrobe for your finances
By Rita Cool, Head: Individual Consulting Strategy - Best Practice at Alexforbes I often like to think of financial planning through the lens of a capsule wardrobe – a timeless collection of essentials that can be adapted as your needs evolve. Just as your clothing...