Event hub 2025
We host a range of events to share fresh perspectives on markets, the economy and long-term investing. We also cover personal finance themes for investors and topics specifically tailored to financial advisers – from legal, ethics and tax to advice and practice management-related matters. Browse through our event recordings and explore related content below.
Tax and legal update 2025
2025 Budget highlights
While much of the attention in the 2025 Budget was on Finance Minister Enoch Godongwana’s contentious proposal to increase value-added tax (VAT), there were several other aspects worth noting. At the Tax and legal update, held on 20 March 2025, manager in the...
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Two-pot: Insights, updates and trends so far
With March 2025 marking seven months of the two-pot retirement system, it is an opportune time to reflect on key lessons, trends and challenges. At the Tax and legal update, held on 20 March 2025, senior legal adviser Felicia Hlophe provided a legislative update...
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Navigating the complexities of advising non-resident clients
In today's globalised world, advisers are increasingly engaging with non-resident clients who maintain financial ties locally. Meanwhile, legislative changes are reshaping how distributions to non-resident beneficiaries of local trusts are handled. At the Tax an...
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Tax and legal update: Burning questions answered
At the Tax and legal update, held on 20 March 2025, offshore specialist in the IFA Proposition team Guané Coetzer hosted Meagan Fraser, a manager in the Tax team, and senior legal adviser Felicia Hlophe to field a wide range of questions, including the potential...
Read moreFrom FAIS to COFI: A financial adviser’s guide to the transition
Preparing for the transition from FAIS to COFI
As the financial advice industry gears up for the introduction of the Conduct of Financial Institutions (COFI) Bill, the transition away from the Financial Advisory and Intermediary Services (FAIS) Act will reshape ethical and regulatory guidelines for the great...
Read moreAllan Gray Fund Provider 2025
Rethinking global inflation and rates after the 2024 super-election year
The introduction of the Allan Gray Income Fund in May 2024 has broadened Allan Gray’s offering, providing a more comprehensive selection of lower-risk investment options. Thalia Petousis discussed the first nine months of positioning and provided interest rate,...
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In conversation with chief investment officers
Managing a range of portfolios across mandates and regions has become increasingly complex in light of significant geopolitical shifts in recent years. In conversation with Tamryn Lamb, the chief investment officers of three South African asset managers...
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Navigating South Africa's post-election economy
Following the well-received formation of a government of national unity and with loadshedding suspended for almost 300 days, sentiment around South Africa’s prospects improved significantly in 2024. But there are still numerous, complex, structural challenges...
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In conversation with SARS Commissioner Edward Kieswetter
2025 is a crucial fiscal year for South Africa, as we host the G20 Summit against a backdrop of escalating geopolitical tension and rapid global change. In conversation with Alishia Seckam, SARS Commissioner Edward Kieswetter shared a range of views on pressing...
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What can we learn from Fartcoin?
Graeme Forster provided an update on the Orbis Global Equity Fund, reflected on performance, shared insights on today’s eventful investment environment, and discussed how he thinks about positioning for the next decade...
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Could 2025 be the most consequential year in our lifetime?
Acclaimed Irish economist David McWilliams posited that 2025 may prove to be the most consequential year in our lifetimes as key shifts take place in various parts of the world. He discussed a range of global developments, such as the return of Trump and how a...
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