November 3, 2025

Have a Little R.E.S.P.E.C.T for My Wishes

Your will gives you the final say – even after you’re gone. A Michigan court has ruled that a handwritten document from 2014 is Aretha Franklin’s […]
October 13, 2025

Rethinking Retirement Investment Risk

Why getting aggressive with your pension portfolio pays off. As retirement approaches, many people reduce their risk profile by shifting their pension investments to more conservative […]
October 13, 2025

Downsizing for Retirement: Making the Move That Makes Sense

Less space. More freedom. As retirement approaches or the kids move out, many homeowners start to rethink their living space. Downsizing isn’t just about getting a […]
October 13, 2025

Banking Fraud and Estate Administration – The Case That Put Banks on Notice

In a landmark judgment delivered by the Western Cape High Court recently, the court made it clear that banks cannot escape liability when they pay estate […]
October 13, 2025

How SARS Holds Individuals Accountable with Lifestyle Audits

When it comes to tracking down tax-dodgers, SARS has the tools, the people, and the will. Tax evasion and illicit financial flows are two areas that […]
September 3, 2025

How to Prepare for an External Audit

Getting ready for an external audit is an essential process for any business aiming to uphold compliance, ensure transparency, and strengthen its governance practices. External audits […]
September 3, 2025

Declaring Too Much Income to SARS?

It sounds crazy, but it happens more often than one would think… Many a taxpayer has experienced the wrath of SARS when failing to declare all […]
September 3, 2025

The ‘Big Three’ Tax Worries (part 1): Cars

What keeps taxpayers awake at night? Judging by the many questions that I’ve been asked as a tax practitioner over the years, there is a definite […]
September 3, 2025

Is Your Business Paying the Price for Not Investing in the Right Technology?

Financial operations form the backbone of every organisation, but when the technology that supports them is outdated, the ripple effect can be damaging. Slow systems increase […]
August 25, 2025

Protect Your Family’s Assets with Effective Estate Planning

Make sure your assets are managed and distributed according to your wishes. Estate planning is an important step in protecting your family’s future and avoiding any […]
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