Communication

Keep up to date with whats going on at CSO Employee Benefit Services

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Seamless Retirement

Is a seamless retirement possible?   We have embraced the concept and are already assisting clients to follow this less complicated process at retirement. In this article we will try to shed more light on […]

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Retirement Planning

When you retire or resign from a Pension Fund, Provident Fund or Retirement Annuity Fund, certain crucial decisions need to be made that will affect retirement planning. Careful consideration and planning should be given to […]

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Investment strategy for retirement

Life is a series of unpredictable events where situations and circumstances seldom remain the same. The continuous volatility of financial markets and changing legislation are factors which highlight the importance of a financial strategy when […]

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Investment strategies to reduce tax

All investors seek to optimize their investment returns and reduce tax. Generally, lower risk portfolios are overweight in interest-bearing investments which attract income tax whilst high-risk portfolios have an overweight investment in shares attracting capital […]

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Compulsory Annuity Types

An annuity is a pension bought by the accumulated capital at retirement  and in order to purchase an annuity best suited to your needs, you need to consider the following: Life expectancy How long are […]

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Company downsizing

Company downsizing is an unfortunate event that can happen at any age. The following basic rules will help you with your decisions on how to manage your immediate future. What can you expect to receive? […]

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Active vs Passive Asset Management

The following article by Magda Wierzycka., CEO of Sygnia Asset managers, one of the fastest growing multi-managers and Managing of both active- and passive managed funds. ‘The Sygnia Group is pleased to announce the launch […]

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Tax on Lump Sums

Taxation Laws Amendment Act of 2007. Certain lump sum payments received on termination of service, qualify for taxation at the average rate of tax.  The average rate of tax to be used in determining the […]

An authorised Financial Services Provider | Reg no: 2003/005594/07 Financial Service Group: CSO Employee Benefit Services (Pty) Ltd - FSP: 13820 | Scientia Optimate Financial Services (Pty) Ltd – FSP: 7581 | EOH Employee Benefits (Pty) Ltd – FSP: 38088 | HCI Financial Services (Pty) Ltd – FSP: 7605 Director: LJ Mathekga