The single discretionary allowance (SDA) limit for private individuals has been increased from R1 million to R2 million per calendar year for all purposes, including travel, gifts, remittances, investments, and donations. Effective 08 April 2026. …
Polycystic Ovary Syndrome (PCOS) is a common health condition that affects many girls and women, but not enough people talk about it. If your periods are irregular, your skin is breaking out more than usual, …
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 …
The South African Revenue Service (SARS) and the National Treasury have released draft legislation for public comment that proposes changes to local tax laws, with a particular focus on foreign retirement funds. Specifically, the proposal …
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 …
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 …
