In this newsletter:
Benchtest 02.2016, how not to circumvent the new death benefits tax regime, the Income Tax Act needs an urgent overhaul, regulation 28 breaches require a practical framework, new ERS reporting format, commentary on investment markets and more...
Death benefits – does it make sense to remove it from the fund’s rules?
The following topics were addressed during this industry meeting:
Download our internal notes from the meeting here…
It will be interesting to see whether and if so, how asset managers will respond to the increasing cost pressures these requirements will bring about without any doubt.
Old Mutual PLC announces break up of group into four separate businesses
Read the article by Dr Travis Bradberry in Linkedin of 2 March 2016, here...
1. Build trust: Show your client that you are invested in their success
Read more here...