Archives

Beneficiary Fund

Beneficiary Funds – Stretching Benefits

Beneficiary Funds – Stretching Benefits

The graph illustrates an example of a member, aged five years at inception, with an original capital investment of R100 000. The funds are invested according to the board approved asset allocation model and payments from the fund include: Regular income payments to...

read more
Comparison Rate model for beneficiary funds and umbrella trusts

Comparison Rate model for beneficiary funds and umbrella trusts

Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a significant number of vulnerable children...

read more
Fairheads