#Budget2021 - All that is certain is that nothing is certain
#Budget2021 - All that is certain is that nothing is certain
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Investment Indicators | 22 February 2021
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#Budget2021 - Focus on tax increases and improving tax collection capabilities
#Budget2021 – Will Section12J tax incentive be extended?
Working with your client to develop good savings habits
Skills development levy - How to get some of your money back
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Secured Investment Rate
Please note that (G) indicates a Guaranteed and (L) a Linked product. In order to understand the difference between guaranteed and linked rates, kindly click here for an explanation.
R100 000
Company This week Last week
ABSA (L) 5.040% 4.465%
Clientéle Life (G) 4.850% 4.600%
Discovery (G) 4.457% 4.161%
R1 000 000
Company This week Last week
Clientéle Life (G) 5.050% 4.800%
ABSA (L) 5.040% 4.465%
DIscovery (G) 4.996% 4.698%
Money Market Funds
R100 000
Company This week Last week
Cadiz 4.660% 4.700%
Allan Gray 4.250% 4.240%
Prudential 3.890% 3.850%
Please bear in mind that our figures, though based on the actual quotations that you also use, are for information purposes only, and can never replace the official quotation from the product house. In terms of the guarantees, you are requested to clarify the exact extent of such guarantees with the product house prior to advising clients.
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Service and engagement Medihelp's commitment to advisers

Assisting your clients in choosing an affordable medical aid that meets their needs, requires a solid support system.

At Medihelp we follow through on our commitment to advisers by providing you with active support and access to information, including:
Digital brochures with click-through functionalities and product videos;
Electronic application forms and digital tracking of membership applications, which eliminates paperwork, saves time and keeps you and your clients in the loop with emails and SMSs;
The Adviser Toolbox, an online service platform where you can upload and submit documents, get the latest information and track processes;
The adviser app, which gives you mobile access to all your Medihelp business; and
Dedicated adviser consultants, an online chat functionality and the adviser call centre to assist you.
The results of the 2020 South African Customer Satisfaction Index (SA-csi) show that Medihelp is an industry leader across all metrics of quality service delivery, with members rating us the best choice for fair treatment, clear communication and excellent service.
#Budget2021 - All that is certain is that nothing is certain
Finance minister, Tito Mboweni, will deliver the National Budget speech on 24 February 2021 at 2pm. With our economy in such a vulnerable position, what will the key announcements of the 2021 Budget Speech be? Industry experts share their views.
Read full article
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#Budget2021 - Focus on tax increases and improving tax collection capabilities
On the eve of the Budget, with a vaccine programme to fund, Carla Rossouw, tax lead at Allan Gray considers what levers government has to pull. She expects the 2021 Budget to centre around tax increases and improving the tax collection capabilities of SARS.
Read full article
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#Budget2021 – Will Section12J tax incentive be extended?
Considering the current economic climate, with the SMME sector literally on its knees, business South Africa could do with some good news by way of extending the Section 12J incentive. James Rothmann of Anuva Investments explores this in light of the upcoming budget speech.
Read full article
Working with your client to develop good savings habits
When setting a savings goal, Behavioural Economist Erik Vermeulen suggests keeping certain criteria in mind to help focus your efforts and avoid getting side-tracked by impulsive spending - a good framework to work through with your client and to guide your financial planning discussion and assessment.
Read full article
Skills development levy - How to get some of your money back
Did you know? Employers who are up-to-date with their levy payments can claim a grant from the appropriate SETA if they submit a report each year on the implementation of their workplace skills plan before the date stipulated by the SETA, in most cases 30 April. Moonstone can assist with the rather tedious process.
Read full article
Featured Position
Administrative Assistant / Relationship Manager: Galileo Capital (Pty) Ltd, Johannesburg. Galileo Capital is looking for a self-managed, self-motivated, and coachable young individual to join as a personal assistant/relationship manager. The role incumbent will work in a team and assist the financial planner and para planner with all administrative tasks in respect of managing client relationships and be responsible for all service requirements from clients.
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Office Assistant: Moonstone Information Refinery, Stellenbosch. Moonstone requires an Office Assistant. The successful incumbent will be responsible to maintain an effective and accurate administration and support function in relation to all logistical functions within the Regulatory Examination Body and Moonstone Group in order to minimise delays and increase client satisfaction. Minimum requirements include at least 2 years administration and customer service experience.
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Senior Investment Analyst/Senior Para Planner: Global & Local Investment Advisors, Emmarentia, Johannesburg. We are looking for a highly capable person who can grow with the company in the role of a Senior Investment Analyst/Senior Para Planner, which is centred around client servicing and not sales. Minimum 5 years industry experience is required. The successful candidate will have a strong knowledge of investment solutions both locally and globally.
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Financial Planners - Investments & Long-term Risk Benefits: Wealth Preservation Strategies. We are an established Cape Town-based practice which has served clients in SA and abroad for more than 20 years. We have opportunities which are open to all SA citizens. Work from our office or remotely. Minimum requirements include a relevant bachelor's degree; at least 3 years' experience in financial planning and a proven track record of prospecting, new client acquisition and relationship building.
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Loan Officer/ Loan Specialist: MAP Cash Loans, Johannesburg. We are looking for an experienced Loan Officer to act as liaison between customers and our financial institution and to assist qualified applicants in acquiring short term loans in a timely manner.
Read more
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9 tabs open, 3 of them are frozen and I have no idea where the music is coming from.

(Thanks for sharing, Roche Cowley)

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