Corporate Advisory Services

10/02/2026

It's been awhile since we posted and what better way than to start off with an updated version of Klaus, just couldn't resist sharing this.

19/09/2025

Article from Business Tech -

South Africans are keeping the economy afloat by accessing the Two-Pot System and Spending their Pension Money.

Fact, SARS collected R12.9 billion in revenue as at 28.02.2025

Please click on the following link to read more.

A prominent economist has warned that South Africa's economy is staying afloat by citizens sending their pensions, not because of productive growth.

17/09/2025

A message for all members of a retirement fund.

Don't forget about the advantages of Additional Voluntary Contributions.

You control your retirement outcomes.....

17/09/2025

Some Investment Tips from Klaus for those of you who do have large amount of monies sitting in 'Savings Account'.

Keep your eye out for more Investment Tips.

Please feel free to contact Klaus direct for more personal and valuable insights.

08/08/2025

Wishing the boss a fantabulous birthday. He's one in a billion and yes we spoilt him, despite the photo below.

Fantastic to have an awesome boss with a great sense of humour.

01/07/2025

Ever wondered exactly what Corporate Advisory Services offers?

Click on the link below and feel free to contact us..

This interactive flipbook is created with FlippingBook, a service for streaming PDFs online. No download, no waiting. Open and start reading right away!

24/06/2025

What members used their Two Pot Withdrawal for:

Two-Pot Withdrawals, Reveal Debt Strain

Article published by Old Mutual in Business Tech, issued on 13 June 2025 and echoed by the whole industry.

14/04/2025

A very interesting read - Pension fund warning in South Africa, both from the SARS perspective and the retirement fund industry.

Remember, members who access their 'savings pot' will pay marginal rates of tax on any withdrawal, may reduce their final retirement benefit by up to 1/3rd and have a higher possibility of moving into a higher income tax bracket.

Please click on the link below to read more.....

A second wave of two-pot withdrawals is coming, and experts warn pension fund members about the risks of accessing retirement savings too early.

17/03/2025

It has been a while since we posted. have a quick look at the key points (In A Nutshell) from the 2025 Budget Speech, compliments of Old Mutual.

22/07/2024

Ramaphosa taps the brakes on the NHI.

Relieved to see that a more mature approach has been taken with a more muted tone, with an emphasis on renewed collaboration with the private sector.

Accessible, affordable, and quality healthcare will be high on the agenda of the seventh administration over the next five years.

Please click on the link below to read more, compliments of Business Tech.

From “like it or not” to “let’s talk”, president Cyril Ramaphosa is looking to cool tempers around National Health Insurance.

09/07/2024

The Two-Pot System effective 1 September 2024 is coming into effect 1 September 2024.

Please remember that should you access the Savings Pot you are:

Borrowing from your future self...and possibly
Be pushing yourself into the next Income Tax bracket

Please click on the link below, compliments of Old Mutual which gives a simple explanation of what is going to happen...

Watch this easy-to-follow animated video that explains how South Africa’s proposed two-pot system for retirement savings – and accessing them before retireme...