RTA

Author name: Admin

Business Consultants vs. Advisors: Strategic Partners for Success

In the dynamic business environment of South Africa, distinguishing between the roles of business consultants and advisors is crucial for leveraging external expertise effectively. What is the difference and how does it affect you? Business Consultants: Specialising in targeted solutions, business consultants bring specialised knowledge to address specific challenges. Their problem-solving acumen, project-based engagement, and …

Business Consultants vs. Advisors: Strategic Partners for Success Read More »

Navigating Retirement Planning: RA’s vs. TFSAs

Personal finance is a journey of strategic decisions, particularly when planning for a comfortable retirement. Balancing contributions between Retirement Annuities (RAs) and Tax-Free Savings Accounts (TFSAs) offers a pathway to achieving this common goal among South Africans. Here’s what you need to know: Tax Efficiency: Both RAs and TFSAs boast significant tax advantages, though their …

Navigating Retirement Planning: RA’s vs. TFSAs Read More »

New deadline: CIPC beneficial owner’s submission

During 2023 there have been significant amendments made to the Companies Act. As part of these changes, the new requirements relate to “Beneficial Ownership information” and compulsory submission of this information to the Intellectual Property Commission (“CIPC”). A large emphasis is placed on the accuracy, completeness and truthfulness of the information submitted. Impact of the …

New deadline: CIPC beneficial owner’s submission Read More »

Unveiling a powerful Partnership: The successful merger with Real Time Wealth

I want to share exciting news about the evolution of our journey and how it will affect you.In 2010, I founded MP Insurance Brokers after more than a decade of experience in an independent firm. Our success over the years attracted the interest of the Stepp group, leading to them acquiring a minority stake in …

Unveiling a powerful Partnership: The successful merger with Real Time Wealth Read More »

Setting Your Financial Resolutions with RTA

Plan, Manage and Prosper Are you ready to set brand-new, ambitious financial goals? Whether it’s personal wealth management or business finance, RTA stands ready to help you craft and achieve your financial resolutions. Begin your journey with clear objectives and the support of RTA’s experienced professionals to guide your path to financial success: Financial resolutions …

Setting Your Financial Resolutions with RTA Read More »

Key Developments in the Regulatory Environment Governing Trusts

The Vital Role of Independent Trustees and Compliance Over the years, the regulatory environment governing trusts in South Africa has become increasingly complex, resulting in a growing administrative burden for both trustees and beneficiaries. Below we discuss some of the key developments that have amplified the complexities. These requirements have been implemented to enhance transparency, …

Key Developments in the Regulatory Environment Governing Trusts Read More »