#Knowledge Library

Budget 2022: SA takes a step back from the fiscal cliff but risks remain

There is cautious optimism that South Africa’s fiscal picture is improving after Finance Minister Enoch Godongwana delivered his maiden budget speech on Wednesday.

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Budget Speech 2022: How the government planned to stimulate sustainable growth

Our Private Wealth Managers unpack the detail of the 2022 Budget Speech and its implications for you.

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The importance of having a valid and updated will

Ensuring that your will is valid and updated will significantly reduce the emotional toll and stress that your beneficiaries experience in the event of your untimely passing.

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Emigration and access to retirement annuities and preservation funds

A significant change in legislation will now require you to be a non-resident for South African tax purposes for at least three years before being granted early access to your retirement annuities or preservation funds.

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View from the Chair – Proficio 2022 Issue 1

By taking the time to recalibrate and re-examine the purpose behind the things we do, we can better focus on those things that truly add value

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Finance minister likely to focus on better than expected state finances

Minister Godongwana will deliver South Africa’s Budget Speech on 23 February 2022. These are the important issues he is likely to address.

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SONA puts private sector at centre of economic recovery – but can promises translate into action?

Will Ramaphosa’s promises translate into action?

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Time value of money, budgeting, and priorities

It’s not an all-or-nothing game: enjoying life and retiring comfortably are not mutually exclusive, but achieving the latter may require a review of your priorities.

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Are retirement annuities still a viable investment platform?

Does the tax-deductibility of retirement fund contributions outweigh the desire for increased long-term international exposure and the threat of prescribed assets?

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The impact of the recent interest rate hike

The rate increase indicates the start of a normalisation of monetary policy but what does this mean for the man on the street.

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You have until end-Feb to make tax-savvy investment decisions – here is a guide how to

The time to take advantage of the tax deductions offered by retirement annuities and tax-free savings accounts is now. Let NFB guide you in making intelligent, tax-savvy decisions.

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Likely trends in 2022 – and how they may affect your wallet…

Three trends are likely to be relevant to how we think about and manage our financial affairs in 2022

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Uncertainty ahead for listed property sector

The pandemic has created uncertain future for many subsectors, including office space

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Money matters with the little ones

Teaching your kids good money habits – the earlier you start a child’s financial education process, the better

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[Podcast] Wealth creation and wealth management with NFB Private Wealth and NVest Securities

When and why to start, and how people slow out of the investment blocks can catch up.

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Is government taxing the wealthy out of SA?

Move would push more high-income earners to emigrate than is already the case

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[Podcast] How not to end up on ‘I Blew It’

Don’t become a statistic: your financial advisor is an asset in ensuring that you make the best decisions and avoid the pitfalls when a financial windfall comes your way.

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NFB Asset Management’s approach to asset allocation

‘We do not forecast. It is incredibly difficult to do that sustainably’

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The meaning-making-machine and money

How do early learnings of money affect our approach to finances in later life?

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The outlook for 2022

Sustainability of economic recovery remains questionable, but not impossible,

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