PROFILE: Loving the hustle and bustle of London
Pedro De Matos has been fortunate to have been able travel the world and meet different cultures and people. It something he believes that everyone should do sometime in their life time. Pedro believes that it helps us to understand each other better that will hopefully work towards a common good by learning to respect…
ANALYSIS: Update on IAASB: Project Revisions to Quality Control for Firms
In September 2017, Karin French, Chair of the Quality Control Task Force (Task Force), presented a webinar which provided an overview of the proposals that the International Auditing and Assurance Standards Board (IAASB) are considering in relation to the IAASB Project: Revisions to Quality Control for Firms. This is a high-level overview of the webinar…
VIEWPOINT: Understanding trusts: Providing for your dependants
Despite pursuing a financial career, chartered accountants seldom obtain proper advice when it comes to managing their own personal finances. This includes dealing with their last will and testament. One of the best ways of protecting any money or assets left behind for your children or other dependants when you pass away is by creating…
THOUGHT LEADERSHIP: Business adventures: The importance of people
Surround yourself with the right people to give you the best shot at success along your journey. After all, business still has a human factor, says F R (Rhys) Robinson What do the movies Star Wars: A New Hope, The Lion King, Karate Kid, and Zootopia have in common? My answer is that they’re all…
VIEWPOINT: Trusts and B-BBEE
Family trusts, business trusts, property trusts, employee share trusts and even unit trusts – a trust is an age-old vehicle used for various purposes around the world. So why the large-scale speculation whether a trust can be used as an investment vehicle in B-BBEE equity transactions? The reason, in my opinion, is that trusts are…
VIEWPOINT: Sustain business by sustaining society
Today, global society demands that organisations do well by doing good – make profits while sustaining society. It’s an expectation driven by global financial crises, savvy millennials, the effect of digital technologies on freeing the flow of information and more. Today’s healthcare insurers have a powerful social role to play. Alongside government, they can directly…
FEATURE: Plan ahead: 12 month financial guide
While it may be daunting to plan your finances a whole year in advance, it is possible to break it up into more manageable chunks by dealing with one area per each month. January: Create a budget Develop a budget template by recording both expenses and income so that you can easily identify areas of…
VIEWPOINT: Trials and tribulations dismantling trusts
I chaired the session on this topic at the 2017 Tax Indaba. The experts on the panel that provided valuable input into the discussions on stage and also reflected below were Cheryl Howard CA(SA) from Talaria Wealth, Johann Jacobs from CDH Legal, and Louis Venter from Wealth Succession. There are various reasons for creating a…