Aurum Trust

08/09/2026

"For an average male earner, gross pension wealth across OECD countries is equivalent to 10.1 times annual earnings. For women, it is 11.2 times, partly because women are expected to receive benefits for longer because of their greater life expectancy.

For South Africa, the corresponding figures in the OECD model are just 1.4 times annual earnings for an average male earner and 1.7 times for an average female earner."

South Africa has a vast pool of retirement assets, but OECD data reveals a striking disconnect between the industry’s size and the retirement benefits workers can expect.

21/07/2026

https://citywire.com/za/news/south-african-hedge-funds-swell-to-r83bn-as-investors-chase-steadier-returns/a2494334?ea=2079284&utm_medium=email&utm_source=citywire-newsletter-za&utm_campaign=za-south-africa-daily&utm_content=2026-07-20&link_id=2266961

Strategiq Capital survey reveals how investors are increasingly turning to alternative strategies for diversification and downside protection. 

06/07/2026

Zelda Walley vier vandag haar 29ste diensjaar by Aurum Trust. Baie dankie vir jou betroubare goeie diens aan die die maatskappy en sy klante.

14/06/2026

For South African taxpayers, the 2026 SARS eFiling season opens on 13 July 2026 for standard (non-provisional) individual tax returns. Provisional taxpayers and trusts can also begin submitting their returns from this date.

Auto-Assessments: SARS will issue these between 1 July and 12 July 2026.
You will have until 12 July to accept or edit the pre-populated assessment before manual filing opens.Non-Provisional Taxpayers: The filing window runs from 13 July to 23 October 2026.

30/04/2026

"In an age where everything is automated and online, people will increasingly need human engagement. It is human nature to seek connection with those we trust during times of heightened anxiety or deep trauma. If your spouse dies in an accident, would you ask Claude to hold your hand and help you through one of the hardest periods of your life?"

How tech and AI will affect new and experienced advisers, asset manager fees and platforms in the near future.

28/01/2026

Less than 3 weeks to save tax for the 2026 tax year.

26/01/2026

"The most successful transitions happen when clients already know the incoming adviser before the formal handover."

12/12/2025

"‘Hedge funds perform quite differently from traditional long-only unit trusts. The hedge fund manager has a lot more tools in his arsenal that he can deploy to protect capital and generate higher returns.’"

Some reasons why the vehicles appeal to advisers and wealth managers include better risk-adjusted returns, improved risk management, uncorrelated assets and diversification.

11/12/2025

"Botha pointed out that between 2004 and 2024, there were only three years when the average tariff increase from Eskom did not exceed inflation as measured by the consumer price index (CPI).

In fact, he said average tariffs increased by 1,027% over this period, whereas CPI increased by 191%."

Andre de Ruyter previously warned that if Eskom keeps hiking its prices far above inflation, wealthier customers will dump the utility, presenting risks that are now materialising.

10/12/2025

Client’s golf weekend done and dusted at Fancourt.