The Great Wealth Transfer
A global shift in generational wealth is quietly reshaping the future of financial advice. Over the next two decades, an estimated U$100 trillion in assets will pass from the hands of the baby boomer generation to their children and grandchildren. While this global phenomenon is already well underway in developed markets, South Africa is beginning […]
Rethinking Investing in an Age of Uncertainty
Focus on fundamentals, not forecasts. For much of the last century, investment success was often linked to foresight. The prevailing belief was that skilled investors could anticipate market cycles, economic inflection points, and policy shifts to stay ahead of the curve. However, that paradigm is shifting. Today, markets are no longer guided solely by fundamentals […]
The Impact of Recent Companies Act Amendments on Audit and Review Requirements for Close Corporations
Under the amended legislative framework, members of a close corporation are now required to prepare annual financial statements (AFS) within six months after the financial year-end. This timeline was shortened from the previous nine-month period due to the incorporation of relevant provisions from the Companies Act into the Close Corporations Act 69 of 1984. Section […]