SENSIBLE CONTENTS MARCH 2017
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4 DISCUSSING ESTATE DUTY Issues to keep in mind when making estate planning decisions. By Phomolo Moreng, Financial Paraplanner- NFB East London.
6 APPAREL RETAILERS: LOOKING MORE
ATTRACTIVE Could it be time for Prudential to buy? By Rehana Khan, Portfolio Manager- Prudential Investment Managers.
8 IF I WERE A BETTING MAN It is imperative that one has a game plan in place. By Alex Grunewald, MD / Private Wealth Manager- NFB Port Elizabeth.
10 RAGING BULL AWARDS NFB Asset Management Wins! By NFB Asset Management.
11 BEWARE- BURGLARIES ON THE INCREASE! How to improve security and minimize losses. By Michelle Wolmarans, MD- NFB Insurance Brokers.
12 TRUSTS UNDER TAX ATTACK A tax efficient avenue in estate planning curtailed. By Grant Berndt- Abdo & Abdo.
14 PLANTING THE SEEDS FOR A MARKET
RALLY A catalyst is needed to unlock the value. By Liam Graham, Portfolio Manager / Trader- NVest Securities.
16 LOOKING AFTER YOUR RETIREMENT
INVESTMENT Will you be working past the age of 60 or 65? By Zukiswa Sonjica, Financial Paraplanner- NFB East London.
18 FINAL DEMARCATION REGULATION Changes to some healthcare products. By
Xolisa Funani, Financial Paraplanner- NFB Port Elizabeth.
19 TAX-FREE SAVINGS ACCOUNTS A vital part of any financial plan. By Roenica Tyson, Investment Product Manager- Glacier by Sanlam.
21 TRUSTS – INTEREST FREE LOANS Solutions developed for clients ' unique situations. By Kim Doolan, Tax Consultant- Klinkradt Chartered Accountants.
22 ENDOWMENTS ARE OFTEN OVERLOOKED Income and capital gains tax benefits which you may be able to utilize. By Bryce Wild, Private Wealth Manager- NFB East London.
23 CAN IT BE ARGUED THAT OUR QUALITY STOCKS ARE BOND PROXIES? By Clyde Rossouw, Head of Quality and Portfolio Manager of the Investec Global Franchise Fund- Investec Asset Management.
24 USUFRUCT AND FIDEICOMMISUM These tricky terms explained. By Debbie Jacobs, Senior Estate Administrator- Independent Executor & Trust.
25 SEVERE ILLNESS COVER Why this benefit should be enhanced regularly. By Xintol Schoeman, Financial Paraplanner- NFB Gauteng.
26 Q & A. You ask. We answer. Advice column answering your investment, personal finance, life and / or risk insurance questions with Travis McClure, Director / Private Wealth Manager- NFB East London.
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