Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South African tax residents. Although double taxation agreements can provide much-needed relief from …
On 17 April 2026, SARS implemented a number of system enhancements and Tax Directive changes, which accommodate for the changed de minimis announcements in the 2026 budget speech by Finance Minister Enoch Gondogwana. As a …
If you are considering living in Greece, understanding your residence permit options is essential. If you are a citizen of an EU/EEA country or Switzerland, you do not need a residence permit to live in Greece, …
The Pension Fund Adjudicator (“the Adjudicator”) set aside the board’s decision for failing to properly investigate dependency and for improperly deviating from the nomination form. This determination is a crucial illustration of the fund’s duty …
The South African Reserve Bank (SARB) has released Exchange Control Circular No. 15/2025, updating the Authorised Dealer Manual. This amendment establishes a new compliance obligation for non-residents who receive specific types of income from South …
Awards | 5 Nov, 2025 Citywire Top 50 IFA Recognition We are thrilled to share some outstanding news that reflects the exceptional quality of service and expertise within our organisation. We’re proud to announce that Michael Papageorge …
Helfin Private Wealth is pleased to provide a concise overview of the Approval for International Transfer (AIT) process, a crucial requirement for specific cross-border transactions. Understanding AIT and Allowances The AIT process is essential for …
Since the dawn of asset management portfolio managers have been grouped and forced to identify themselves into two sub classes namely, top down/ macro strategy or bottom up/fundamental strategy. This unrealistic dichotomy has become entrenched …
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 …
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 …
