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| Is an investment a gift worth giving? |
| Henry van Deventer, acsis Financial Planning Coach, looks at the merits and pitfalls of giving investments as gifts. | 
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| Nominating beneficiaries on retirement funds |
| Megan Young, acsis Head of Legal and Compliance, discusses the importance of regularly reviewing beneficiary nominations, especially for retirement fund benefits. |
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| Retirement riches |
| Riëtte Brune discusses retirement payment options available from a Government Employee Pension Fund. |
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| Pension potential |
| Riëtte Brune advises on withdrawal options available from your pension or provident fund upon resignation from employment. |
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| Pension off the RA? |
| Riëtte Brune advises on the tax implications of having both an RA and a pension fund at the same time. |
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| The wheels just had to come off |
| Andrew Bradley, acsis CEO, is quoted in this article about the global economic and market decline. |
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| Get real, stay diversified & look for value |
| Andrew Bradley, acsis CEO, encourages investors to do a reality check and ensure that their portfolios are properly diversified to meet their long-term needs. |
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| TV interview with Andrew Bradley |
Andrew Bradley briefly discusses the current market decline. To view , Click here
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| Time to be ‘cautiously greedy’ |
| Andrew Salmon, acsis investment strategist, is quoted in this article about the current investment environment |
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| Radio interview with Riëtte Brune |
Riëtte Brune gives some vital tips on how to only spend what you can afford during the holiday season., Click here to listen
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| Ask the experts 11: Retiring a government pension |
| Riëtte Brune discusses the tax implications of withdrawing from a government employee pension fund. |
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| Check out, cash in? |
| Riëtte Brune discusses withdrawing from separate retirement vehicles while living outside of South Africa. |
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| TV interview with Henry van Deventer |
Henry van Deventer, acsis Financial Planning Coach and John Campbell of Chartered Wealth Solutions discuss ways to spring clean your finances. To view , Click here
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| Radio interview with Henry van Deventer |
Henry van Deventer talks about ‘cleaning up’ your finances and gives advice on how to spend your annual bonus, Click here to listen
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| Retired, yet working? |
| Riëtte Brune discusses the various retirement vehicles and withdrawal options available, should you decided to continue working after your retirement maturity age. |
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| 'Trustees missing out on 'SRI bond funds |
| Tracy Burton, acsis Senior Investment Analyst, looks at socially responsible investment in bond funds. |
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| Socially responsible bond funds |
| SRI bond funds have been around for a decade, yet they remain relatively unknown to many trustees. This is partly because there is a lack of understanding of the benchmarks, costs and risks involved, as well as the appropriate asset allocation. This article by Tracy Burton, acsis senior investment analyst explains these factors on the basis of recent research conducted by acsis. If trustees take the time to understand the principles involved, they need not be concerned about the long-term financial consequences of SRI bond investments. The pursuit of social benefits has not, over time, come at the expense of a weaker bottom line performance and overall it can be concluded that SRI is viable for both private and large institutional bond players. |
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| He that filches from me |
| Bevan Heslop, acsis practice management coach, advises on ways to improve your employee selection process. |
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| Radio interview with Shaun Latter |
Shaun Latter talks about inflation and explores its effect on consumers, Click here to listen
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| Draw up a financial plan to build the lifestyle yo |
| Gerrit Viljoen, Director of Ultima Financial Planners Pretoria, presented the November acsis/Personal Finance financial planning club and advised on what to consider when drawing up your financial plan. |
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