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IOTA Articles

22 Jun 2023

Trustees and their duties

This document highlights trustees’ duties which are derived from legislation such as the Trust Property Control Act, Financial Intelligence Centre Act, Master of the High Court Directives, and the Common Law.

Trustees and their duties
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01 May 2022

Marriage regimes and your assets

If you were married after November 1984 with an ante-nuptial contract (ANC) the ability of a spouse to seek a redistribution of assets if you are married out of community of property...

Marriage regimes and your assets
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20 Oct 2021

Need for Co-habitation Agreement between long-term partners


A Co-Habitation agreement is designed to protect unmarried couples as the contract sets out the financial consequences of a long-term domestic...

Need for Co-habitation Agreement between long-term partners
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30 Sept 2021

Business continuity of sole shareholder and director dying

Sole director of a company is also the sole shareholder of a company. Shareholders appoint directors.
Company becomes incapacitated if sole director passes away...

Business continuity of sole shareholder and director dying
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Partner Articles

June 2024

Value Investing in the Age of Intangibles

What’s the state of value investing? It’s a perennial question, but it has gained new interest after the death of famed value investor Charlie Munger and the renewed dominance of growth investing over the past year...

Dodge & Cox

May 2022

Diversified Income
Fund

An actively managed, well diversified fixed income portfolio with multiple sources of return. A global approach to fixed interest investing, capturing opportunities that South African and global fixed interest markets offer...

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April 2022

Connecting the dots

Steve Jobs famously said that one can only connect the dots backwards. We have been connecting the dots on government’s economic policy since 2018...

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March 2022

SARS Para 2(2B) tax directives i.r.o. annuitants

Further to Practice Note 311, SARS has recently provided Ninety One Investment Platform (Pty) Ltd (Ninety One IP) with an updated bulk tax directive file to withhold tax at a higher rate for a number of our annuity investors, taking into account changes to the 2022/2023 PAYE tax tables...

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May 2020

Four Pillars of Capital

This, our latest publication in the Four Pillars series, outlines the results of our findings from research carried out in May of 2020, surveying 183 contributors from families and advisers across the jurisdictions we operate in. Respondents to the 42-question survey represented four generations of wealth, the oldest being over 80 years old...

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