Category: News

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 7 Aug, 2026 The business case for independent EB advice Financial stress remains a leading cause of lost productivity in the South African workplace. Year after year, industry research—such as the Sanlam Benchmark Survey—highlights a critical gap: while business owners want to support their staff, they often […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 3 July, 2026 The quantifiable value of the independent voice As independent financial advisers, we play a critical role in the health of South Africa’s financial sector. Global research consistently validates what we experience daily in our practices: our most significant value is not just in asset […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 5 June, 2026 The human element in protecting client data We invest heavily in software and systems to protect our practices, but the biggest vulnerability is often human error. Whether it is an employee unknowingly clicking a malicious link or a sophisticated invoice scam, cyber threats target […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 8 May, 2026 Managing the business of advice As independent financial advisors, we are not only guiding clients—we are also running a business. This requires both strict adherence to evolving regulations and a clear strategy for our eventual exit. Join us for our upcoming May session, where […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 10 April, 2026 A significant shift in South Africa’s exchange control framework has opened the door to a powerful new opportunity for advisers and families working with domestic trusts. Following the 2023 relaxation of exchange control rules, South African trusts may now have a clearer pathway to […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 6 March, 2026 At our next First-Fridays session, Johann Peens (member of our EXCO and EB specialist) will be sharing some insightful updates and key focus points for working with EB schemes in 2026. The Two-Pot Retirement System didn’t fix retirement. It fixed access. And access changes behaviour. In […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 6 February, 2026 Kicking off with critical legal insights We are starting our First Fridays series with a vital update for your estate planning advice. We are pleased to welcome Jan Jordaan, who will unpack the recent Constitutional Court decision regarding Antenuptial Contracts concluded before Lobola is paid. This is a […]

FIRST FRIDAYS • SA IFA ASSOCIATION 08:30-09:30 | 7 November, 2025 We’re delighted to welcome Overseas Trust & Pension (OTAP) as a new SAIFAA partner and key supporter of our mission. “Personally, I am convinced that this partnership represents another valuable addition to the portfolios of our members.” – Johann Krüger South Africans are externalising […]