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Articles tagged as "Regulation 28"

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Market update: Weighing up opportunity and risk in the face of volatility

By Duncan Artus on 23 Aug 2021

While the local market has been strong, South African assets still look cheap overall compared to many of their global counterparts. There is opportunity in...

Will prescribed assets be used as a policy tool?

By Sandy McGregor on 24 Aug 2020

Reports that the government plans to compel pension funds to invest in state assets and projects have understandably caused alarm among investors, spurring...

Do you need to rethink your offshore investment exposure?

By Earl Van Zyl on 19 Apr 2018

Treasury’s decision to increase offshore investment limits for unit trusts, investment managers and long-term insurers is great news for savers and their...

Retirement annuities: still an attractive choice for retirement savings

By Christo Terblanche on 09 Feb 2012

In light of changes to the legislation governing retirement funds, which now limits the exposure individuals may have to various asset classes (e.g. a maximu...

Do the more restrictive individual investment limits on RAs outweigh their tax benefits?

By Wanita Isaacs and Christo Terblanche on 30 Sep 2011

Previously, retirement funds were considered an obvious choice for many investors due to the tax benefits they afforded. However, changes to Regulation 28 of...

Making sense of the revised retirement fund regulations

By Ian Barow and Taryn Hirsch on 30 Jun 2011

A recent revision in South African pension fund regulations affects your ability to transact on your retirement fund investment account. Ian Barow and Taryn...

Working with the new retirement fund regulations

By Christo Terblanche on 01 Apr 2011

Regulation 28 of the Pension Funds Act sets out the maximum exposures that retirement funds may have to various asset classes. Previously this was monitored ...

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