HomeHome SearchSearch MenuMenu Our productsOur products

Asset Protection

  • Two pitfalls that most retirees never see coming
  • Have you ever asked yourself, “Will you live as well as your parents did when you retire?” That's a question thousands of South Africans ask themselves everyday when they reach retirement. The sad truth is, the answer is probably always, “No, I won't” And, it's no surprise... You know the statistics that say, only a quarter of South Africans will retire comfortably. The rest wi... ››› more
  • [23 May 2016]
  • The JSE fights hard against negative data
  • Friday morning proved to be a good day on the JSE as it recovered from Thursday's sell-off which was triggered by news that US interest rates will increase sooner than expected. Global markets like the US and Asia are still struggling but the European markets joined the JSE in its recovery. Considering that May is usually the worst month for the JSE, things are not looking as bad as investors... ››› more
  • [23 May 2016]
  • The impact of irresponsible rumours on the South African economy
  • This morning, the rand is trading at R15.51 to the dollar. In 11 days it's lost 54 cents against the greenback. This is only the beginning of the rand's fall. If you think this is bad, keep an eye on the rand this week. I expect to see a significant weakening against the dollar thanks to new rumours in the media related to the arrest of our finance minister, Pravin Gordhan. “Pravin Gordhan fa... ››› more
  • [16 May 2016]
  • Are you ready for the rand to hit R60 to the dollar?
  • Chris Hart, regular contributor to the South African Investor predicts that the rand will hit R60 to the dollar by 2019. He also believes that credit ratings agencies will soon declare South Africa's junk status before the end of this year. This is bad news for South African Investors. But just how worried should you be? And is there anything you can do to hedge your investments against this event... ››› more
  • [16 May 2016]
  • Can a trust really help you protect your generational wealth?
  • To find out if trusts can help you protect your family's financial situation after you're gone, Aiden Sookdin spoke to one of the foremost trust experts in South Africa, Albert Vorster, Senior Fiduciary Specialist at Momentum Trust Limited. Here's what you need to know...   Albert agrees that trusts are still relevant for effective estate planning, asset protection and generational continu... ››› more
  • [10 May 2016]
  • Four benefits that could make trusts your perfect investment solution
  • The best legal way to make sure you don't lose your money is to distance yourself from it. Let me explain... Putting your assets into a trust means that you don't personally own them anymore. The assets are held in trust for the benefit of the beneficiaries. The trustees simply manage these assets. When everyone involved signs this contract the Mater of the High Court registers the trust. ... ››› more
  • [05 May 2016]
  • Financing planning 101: How to name and register your Trust
  • If you've decided to hold and protect your assets in a Trust, there are two important things you need to do. Firstly, you need to give your Trust a name. And secondly, you need to register your Trust. So how can you go about this? Read on to find out… How to pick a name for your Trust You can name your Trust whatever you want to. Whilst you may want to give it your family name,... ››› more
  • [10 July 2015]
  • How to find the best offshore haven for your investments
  • When searching for the best offshore haven for your investments, it comes down to your unique requirements. But there are some keys factors you should consider before making a decision. So what are these factors? And how can you find the best offshore haven? Read on to find out… Six factors to check when searching for an offshore haven Offshore haven factor #1: Independence Is th... ››› more
  • [19 June 2015]
  • Three reasons why you should hold your assets in a Trust
  • One of your top priorities when it comes to your financial planning should be protecting your wealth. No-one knows for certain what lies ahead, so it's vital to take steps now to protect your assets. And one option you have is to hold your assets in a Trust. So why should you consider holding your assets in a Trust? Read on to find out… Why you need to protect your wealth I... ››› more
  • [05 March 2015]
  • Bitcoin's two big advantages over gold
  • It's a good idea to own some physical gold. It's been the store of value, and the preferred method of asset protection for more than 5,000 years. It's irreplaceable. But it could also be a good idea to own at least some of the new digital money known as Bitcoin. Read on to discover two advantages of owning Bitcoin… You see, most of the people buying Bitcoin are interested in the explosive grow... ››› more
  • [24 December 2013]
  • Don't risk your fortune on true love like JLo, use a Trust to protect your assets!
  • It's emerged that Jennifer Lopez won't draft a prenuptial agreement if she marries again despite her multimillion dollar fortune. Big mistake! After all, the singer has been divorced three times already. But prenuptial agreements aren't the only way you can protect your assets, a Trust is perfect for the job. If you have one and your marriage breaks down, your assets WILL be protected… Jennife... ››› more
  • [03 July 2013]
  • Warning: Placing assets in your spouse's name isn't the best form of wealth protection
  • The number one wealth preservation rule is to protect your assets. And while you may think you're taking the right step to protect your assets by placing assets in your spouse's name, you may be doing yourself a disservice. Read on to find out why… There are a number of options you might consider to protect your assets from creditors. So while placing assets in your spouse’s name may be the... ››› more
  • [21 May 2013]
  • Naming and registering your Trust? Use these two tips
  • Holding assets in a Trust is considered one of the most effective wealth protection strategies. In South Africa, an average of 10,000 new Trusts are registered at the Master of the High Court in Pretoria each year and it's believed most of the wealth of our country is held in Trust. Read on to discover two tips you can use when naming and registering your Trust to protect your wealth. As far as... ››› more
  • [17 May 2013]
  • Three hidden risks of an all-domestic investment portfolio
  • During the Great Depression, many investors were rudely awakened to the truth that market risks can be greater than what they initially believed. But “even fewer grasp just how vulnerable they are to an even more insidious and equally dangerous menace to their wealth: Political risk,” writes Investment Expert John Pugsley. Read on to discover three political risks that are threatening your wea... ››› more
  • [25 April 2013]
  • Five ways to protect your wealth offshore
  • “In today's uncertain financial environment, with faith in many of our trusted financial institutions shaken, it's getting harder and harder for individuals to have their money work aggressively for them,” says the team of investment experts at The South African Investor. In financially challenged offshore jurisdictions there are tax, regulatory and asset protection provisions that can pose a ... ››› more
  • [24 April 2013]
  • Ten questions you MUST ask your offshore bank manager before you move a cent
  • The war on drugs, money-laundering and terrorism have given birth to more sophisticated international banking laws. These “are being used to destroy privacy and bank secrecy. As a result, putting money into an offshore bank account has become all the more challenging,” says Offshore Asset Protection Expert, Erika Nolan in The South African investor. Read on to discover ten questions must ask y... ››› more
  • [23 April 2013]
  • Revealed: Ultimate offshore asset protection strategies of the rich and famous
  • The experts at The South African Investor are always on the lookout for industry professionals with views on investment strategies and asset protection strategies. They recently spoke to Josh Bennett, an international asset protection lawyer. Read on to find out the three things you need to do to protect your liquid and physical assets. “I’ve been investing in overseas markets for almost 20... ››› more
  • [03 April 2013]
  • Protect your assets by drafting a separate will for each country you work in!
  • If you work overseas, you can be glad you're not Oscar Pistorius. He can't even leave Pretoria without permission from his probation officer, let alone flee the country to his other homes around the world. While years ago, second passports were for tax-avoiders, outlaws, and people on the run, they've since become a popular way to protect your wealth. But do you know how to protect the assets you ... ››› more
  • [27 February 2013]


Trending Topics