Future-proofing advisory practices
Future-proofing advisory practices

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Moonstone Monitor | 31 October 2024
IN THIS WEEK'S ISSUE
Top stories
FSCA announces proposed levy increase for 2025/26
Future-proofing financial advice: key strategies for a changing landscape
No-cost webinar on FICA compliance in the agricultural sector
In the news
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
How financial advisers can attract millennials with income protection solutions
Deadline looms for Classic Financial Services’ victims: final call to claim
SARS will tighten the compliance screws to hit R1.84 trillion tax target
ASISA says revised classification standard will make unit trust comparisons easier
Fiscal challenges: insights from the 2024 Medium-Term Budget Policy Statement
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In Lighter Wyn
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ADVERTORIAL
GTC banner 2023-10-02

Have your fund members been advised on Two-pots options?

Are your members using Two-pot responsibly? A GTC perspective on the matter.

Are your members knowledgeable about the impact of their Two-pot decision?

Are you on top of your clients’ claims and payouts. What members are saying about

GTC’s Two-pot engagement process.

Have you used Two-pot to improve your relationship with your retirement fund clients? 

Contact CEO, Gary Mockler at gmockler@gtc.co.za  

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TOP STORIES
FSCA announces proposed levy increase for 2025/26
The increase is below the 6% CPI-related increase permitted by the Levies Act.
Top story read button
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Top story read button
No-cost webinar on FICA compliance in the agricultural sector
If you’re in the agricultural sector and deal in high-value goods, you may be subject to FICA. Moonstone Compliance’s free webinar will unpack what compliance entails.
Top story read button
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IN THE NEWS
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
Itn read button
How financial advisers can attract millennials with income protection solutions
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
Top story read button
Deadline looms for Classic Financial Services’ victims: final call to claim
The liquidators of Classic Financial Services One are continuing with the collection of debts ‘to collect as much funds as possible for the estate’.
In the news 3 read button
SARS will tighten the compliance screws to hit R1.84 trillion tax target
The MTBPS shows tax revenue will be below the Budget estimates, but SARS is adamant it will do everything in its power to collect as much money as it can.
In the news 4 read button
ASISA says revised classification standard will make unit trust comparisons easier
The higher offshore investment limit necessitated a review of the standard.
In the news 5 read button
Fiscal challenges: insights from the 2024 Medium-Term Budget Policy Statement
The Medium-Term Budget Policy Statement reveals a budget surplus and reduced wage bill, but it warns of ongoing financial pressures due to modest economic growth projections.
In the news 6 story read button
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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
Commercial Lines Admin Assistant (Underwriter): Porcupine Union, Centurion, Gauteng. Our client is looking for a Commercial Lines Admin Assistant (Underwriter) who will be responsible for generating commercial business quotations on new clients and existing clients, file preparation and activation with product provider on completion of the other marketer’s advice process..
Read https://careers.moonstone.co.za/job/porcupine-union-centurion-gauteng-commercial-lines-admin-assistant-underwriter/more
Treasury Trader: Remgro Management Services Ltd, Stellenbosch, WC. Remgro Management Services Ltd is a category 1 FSP, offering a position to a representative with experience in money market instruments, deposits and derivative instruments to facilitate various companies’ cash needs according to their individual mandates.
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Broker Support Administrator: Intellisure Insurance Brokers, Newlands, Cape Town. A bright, highly capable, organised, hardworking and adept full time Broker Support Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.
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CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
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IN LIGHTER WYN
No need to panic

Irish words of wisdom 3

 

Irish words of wisdom 3

 

Man 1: Hey, bro?
Man 2: Yeah, bro?
Man 1: Can you pass me that pamphlet?
Man 2: Brochure.

Doctor: I’m just waiting for your X-ray.
Patient: But doctor, I’ve never dated anyone called Ray.
Doctor: And we might just do a brain scan.

HR representative: Can we contact your previous employer to make sure you’re a good fit for our company?
Job applicant: Sure! As long as I can ask your previous employees why they quit.

I accidentally got some body spray in my mouth today. Now everybody says I talk with an Axe scent.

Where do bad rainbows go? To prism. It’s a light sentence, but it gives them time to reflect.

Many people think the grass is greener somewhere else. But the grass is green where you water it.

I finally know why they call me a grown-up. I groan every time I get up.

The inventor of autocorrect died. The funnel will be held tomato.

Two silkworms were in a race. It ended in a tie.

The Energizer Bunny was arrested and charged with battery.

Family generations successively having fewer and fewer children is called a receding heirline.

I’m not short, I’m just more down-to-earth than most people.

I don’t mean to brag, but I completed a jig-saw puzzle in one day, and the box said, “2 to 4 years”.

The first time I used an elevator it was an uplifting experience. The second time it let me down.

Eyelashes are supposed to prevent things getting into your eyes. But whenever I have something in my eye, it’s an eyelash. Eye-ronic, isn’t it?

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Irish words of wisdom 3
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