Global equity markets had a rocky start to August as job market data in the U.S. came in weaker than anticipated by the market. However, towards the end of the month, weaker inflation data implied that interest rate cuts …
Developed market equities performed well across the board in July. All major indices finished in positive territory, barring the Nasdaq, as central banks begin to soften their stance on higher interest rates. The Nasdaq was dragged …
Please note that any information in our posts, documents, infographics, emails etc is general information and should not be considered as providing financial advice. We therefore disclaim all liability and responsibility arising from any reliance …
The South African Revenue Service (SARS) has recently announced significant changes for the upcoming Filing Season. To enhance convenience and ease for taxpayers, SARS will expand the auto-assessment process to include a larger number of …
Please note that any information in our posts, documents, infographics, emails etc is general information and should not be considered as providing financial advice. We therefore disclaim all liability and responsibility arising from any reliance …
Adviser profile | 21 May, 2024 Advisers, meet Michael Papageorge The director of Helfin Financial Services (who doubles as a macaw breeder and beekeeper) believes one shouldn’t take uncalculated risks – especially with other people’s …
US equities have been dominating the global market headlines in June. Led mainly by AI and big tech optimism, the Nasdaq and the S&P 500 each closed at record highs multiple times this past month. Underneath …
In a recent article by André Daniels in Polity ZA, it was reported that the South African Revenue Service (SARS) has escalated its efforts to enforce tax compliance. Specifically, SARS is issuing criminal summons against …
Direct versus Feeder Funds As a South African investor, there are a number of ways to gain offshore exposure, namely investing directly in an offshore fund or investing in a feeder fund. The investment decision …
If you’ve recently acquired property in Greece through inheritance, you might be curious about the governing laws and tax implications. Navigating inheritance procedures from overseas can seem daunting. Below, we address some common queries to …
