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Automated advice a huge responsibility 25 Mar 2010 | 07:55 am
Rod Lowe and Nick Brummer spent almost two years automating the advice process for clients who are interested in making a unit trust investment. They could potentially provide a much needed low-cost s...
Complete your provisional tax form like a pro 10 Dec 2009 | 11:43 pm
South Africans registered as provisional taxpayers need to make their second payment for this tax year no later than 26 February 2010. MoreThanMoney has created a spreadsheet to help you calculate whi...
Client satisfaction, increased sales 20 Oct 2009 | 03:14 am
What do bottomless coffee, a public love affair and a digital camera in the bathroom have in common? They are all examples of the type of low-cost strategies that Mike Said uses to step up sales.
Are the performance figures lying? 12 Oct 2009 | 11:55 pm
Does it sometimes feel like you’ve earned less on your investment than the figures quoted by the insurer or the investment company? Chances are good that you did actually earn a different rate from th...
Buy-to-let: Now you can do the calcs 6 Oct 2009 | 12:33 am
Interest rates are nice and low by South African standards, and investors with spare capital may be tempted to dive straight into the buy-to-let property market. Because you can’t go wrong with proper...
Your home: to buy or to rent 29 Sep 2009 | 09:30 pm
When I just started working, I was amazed at how so many of my colleagues could bend their knees under the weight of a boulder of a bond just to own a home. Until someone pointed out (what should have...
How hiding from the taxman can hurt you Part II 24 Sep 2009 | 02:09 am
Last year almost one million taxpayers did not submit a tax return because they earned less than R120 000 during the year. While many of these employees rightly rejoiced in the fact that they may stay...
How hiding from the taxman can hurt you – Part I 16 Sep 2009 | 11:12 pm
I don’t know a single person who doesn’t enjoy getting something back from the taxman at the end of the year. But some prefer to stay as far below the taxman’s radar as possible, to their own detrimen...
Single stock futures: not all fun and games 24 Aug 2009 | 08:50 pm
On 31 August 2009 trading starts for the fifth Make a Million competition. Last year, instead of buying actual shares for their competition portfolios, entrants had to buy single stock futures (SSFs) ...
Get rid of your home loan: still the best investment 18 Aug 2009 | 12:28 am
Businesses would love you to channel the extra money left in your pocket after the bond rate cuts towards their cash registers, but should you not rather channel it towards your own bond repayments? C...
