Session-Privee-Crucial-Income-Tax-Aspects

Crucial Income Tax Aspects

We discuss the most crucial aspects of Income Tax in a financial planning context, including the many opportunities that it holds.  There are 9 business and value adding opportunities that can be identified from an IT34 assessment for an individual.  We discuss these and how to explore these opportunities. Join us Read more…

Session Privée

Session Privée for Financial Professionals

On Thursday 20 September 2018 we launched our brand new offering called Session Privée.  Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance Read more…

Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements

The FSCA published a new consultation paper on “Exemption of Services under Supervision” dated 31 July 2018. We highlight the proposed changes that impact the Fit and Proper requirements specifically.  The paper addresses more than just the Fit and Proper requirements and we will provide more details in a follow-up Read more…