In this newsletter:
Benchtest 05.2016, regulation 28 compliance, the move towards umbrella funds, a generic ‘unclaimed benefits policy’, nominating a successor to your annuity, new Benchmark product to rid you of your fiduciary duties, tax & death benefits and more...
Please be aware that from 21 June 2016 the following rates apply when calculating the withholding tax on services rendered by non-residents:
Hartmuth van Alphen
C: +264 (0) 81 124 6892
In future newsletters we will consider the following matters also identified by NAMFISA as frequently missing:
How do you manage compliance with regulation 28 in the interests of your members?
Do not access your retirement funds when changing jobs, no matter how tempting it may be.
Some feedback: I find the newsletters very interesting. Although most of it has no applicability to my day-to-day it is good to be informed and to be aware of the wider industry issues. It is a real value-add. Keep it up!”
Read the full article by Brenda van Zijl in Moneyweb of 18 June 2016, here...
In the end, we are the ones who decide if we're engaged or not -- happy or not.”