Introducing PROpulsion: The financial professional’s catalyst to exponential growth Francois du Toit is very pleased to be launching a new free initiative that is designed to bring the industry together and to help financial advisors run successful businesses. PROpulsion is a series of podcasts for ambitious advisors wanting to take their businesses up to the…
Financial Planners are starting to ditch the traditionally written newsletter in favour of video newsletters. The question is if that is the right, or rather more appropriate solution? We are not convinced. Newspaper, radio and television These are three different forms of communication of which the newspaper is the oldest, then radio and then television. …
Should you formally emigrate? Is financial emigration the best route or can South African expats rely on Double Taxation Agreements (DTAs)? The changes to Section 10(1)(o)(ii) of the Income Tax Act is looming for South Africans working abroad. With just more than twelve months to go, South African expats are scrambling to determine what their…
Our online platform, Circulus Online, launched the Infinity CPD Membership in July 2018 with the purpose of providing financial professionals with the best content at the best price to enable their continued professional development. All content has one aim. To grow your business. All CPD content, programs, and courses are designed and built to achieve this. That is what makes…
On Thursday 20 September 2018 we launched our brand new offering called Session Privée. Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance is limited to only 8…
I am convinced we all agree that information is extremely valuable. The right information at the right time in the right place can change our lives. How can we really attach a value to that? Stewart Brand said at the first Hackers Conference in 1984 that information wants to be expensive because it is so…
The FSCA published a new consultation paper on “Exemption of Services under Supervision” dated 31 July 2018. We highlight the proposed changes that impact the Fit and Proper requirements specifically. The paper addresses more than just the Fit and Proper requirements and we will provide more details in a follow-up article. You can download the consultation…
LinkedIn is, by far, my favorite social networking platform when it comes to building professional relationships, providing value to others and marketing my business and services. I am always looking at the different ways people act, engage, talk and post on the platform. I am always learning from what others are doing. Over time I…
The draft Taxation Laws Amendment Bill, 2018 has been published on 16 July 2018. A number of changes that were not discussed in the budget speech and that will impact individual taxpayers, have been proposed. We will focus on 3 specific changes: Changes to the Medical Tax Credits regime; Tax treatment of transfers to pension…
The majority of financial planners I have the privilege to engage with say they avoid the area of income tax when it comes to their clients’ planning. Why? They believe it is a specialist field that is best when left to tax practitioners and accountants. They believe it is a high-risk area due to its…