In this issue we delve into estate planning with our lead article addressing how non-retirement fund death benefits can be treated, as well as what happens to assets should a minor beneficiary or member unfortunately pass away.
South Africa badly needs infrastructure investment and so we are pleased that the Fairheads Umbrella Beneficiary Fund is allocating funds towards impact investing, as this will contribute to economic growth and improve the communities our members retire into. We expand on the Fund’s impact investing strategy in this issue.
It is fair to say that the world is in a state of turmoil, both from a geopolitical and financial markets point of view. In this light, our guest market update from Prescient Investment Management gives some timely insights.
Enjoy the read!