Which annuity is right for you?
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Knowledge Hub
Welcome to the world of investing. We know it can be daunting, it sure was for us. Ata and I, Nomnikelo, will journey with you and help you understand things like the stock market, hedge funds and cryptocurrencies. And how you, as a member of a retirement fund, are playing your part in the South African economy.
Guarding the nest egg: Trustees and investment fees
IN A NUTSHELL: As a trustee, you’re legally responsible for safeguarding retirement funds. This means, among other things, diligently tracking and reporting all investment fees, ensuring members get a clear financial benefit for the fees paid, and ensuring fees don’t unnecessarily erode members’ savings. As a
Why investment fees matter
IN A NUTSHELL: Although investment fee percentages might seem negligible, over the years these fees can significantly impact the money your investments earn. When you invest your money for the long-term in a unit trust, exchange-traded fund (ETF) or retirement fund, you want your money
Understanding investment fees
IN A NUTSHELL: Whether you invest in a unit trust, retirement annuity or ETF – all investment products have a cost. The trick is figuring out which investment product offers you the best return at the lowest costs. The two most popular investment products are
Lekgetho le pitsa tse pedi
Sistimi ya ho beha meja fatshe ya pitsa tse pedi e kene tshebetsong ka Lwetse. Ho tloha hona jwale karolo ya 1/3 ya tlatsetso ya hao ya ho beha meja fatshe e tla kenngwa pitseng ya dipolokelo mme 2/3 e kenngwe pitseng ya ho beha
Tax and two-pot
Take-home message: The Two-pot retirement system came into effect in September. From now on 1/3 of your retirement contribution will go into a savings pot and 2/3 into a retirement pot. Amidst all the changes one thing remains the same: The best thing to do
Learning opportunities
Contact us for member education offerings
To learn more about Atleha-edu’s bespoke member education offering – via both published awareness publications, videos and podcasts, or interactive awareness and experiential learning workshops – please contact us via info@atleha-edu.org