Category - Latest News


Do We Get Your Vote?

  By Clinton Forlee  (Managing Director – FinServe Property) Do We Get Your Vote? The South African Property Market has been in a slump. No doubt about it. Within the property industry, the general experience has been that of properties, either For Sale or To Let, staying on the market for much longer periods than before. …


Money Market Fund

By Almo Lubowski (Director – FinServe Investments) When to use a Money Market Fund? With more recent equity market fluctuations and uncertainty, money market unit trust funds have become synonymous with safe, secure and reliable investments, but there are other risks to consider and therefore it must be carefully considered under what circumstances should you …


COIDA – Health & Safety

By Selina Thompson (Personal Tax & Payroll Manager – FinServe Accounting) SAFETY FIRST – ARE YOU COMPLIANT? The Compensation for Occupation Injuries and Diseases Act (COIDA) deadline for Return of Earnings Submission is 31 May 2019. COIDA – Health and Safety is a crucial part of any business.  No matter what type of business you …


April Special – Estate Planning

By Ilhaam Foster (FinServe Legal & Trust │ Senior Trust & Will Administrator) What is a Will without a Plan? –  April Special At FinServe, we strongly believe in education (all be it in an unorthodox manner). Knowledge is the equivalent to wealth itself, and to lay a firm foundation based on sound information and advice, is …


The Role Of A Rental Agent

By Marelize Lubowski (FinServe Property │ Manager) Rental agents assist with the tenant screening process, they can also help ensure that the landlord receives rent timeously and regularly. In cases where the property in question is for full management of the property, the rental agent will act on the instruction of the landlord and become …


What Is A Will Without A Plan

By Almo Lubowski (Managing Director – FinServe Legal & Trust) We all know how important and crucial a Last Will and Testament is. If, however you still doubt its importance, I would like to share a story about a recent legal matter that I was involved in, where a fiancé was left with nothing from her …


Annual Fee Increase

By Jameel Dalvi (Managing Director – FinServe Accounting) Annual Fee Increase  No one enjoys the process of having to part with their hard earned money, especially given the state of South Africa’s economy. However as we know that such annual fee increases are used wisely in the FinServe Group of Companies and ultimately translates …


A Love Letter From SARS

By Anonymous A Love Letter To You From SARS “How do I love thee? Let me count the ways. To my dearest Property Investor, I have loved you for many years. I have tried to get your attention through a variety of efforts, but sadly to no avail. From the sidelines, I have heard how …


Second Period Provisional Tax

By Selina Thompson (Payroll & Personal Tax Manager) Second Period Provisional Tax We are approaching the Second Period Provisional tax deadline for the 2019 financial year on Thursday, 28th February 2019 and all applicable entities need to submit by this date to avoid any unwanted penalties being issued by SARS. An individual is liable for Provisional Tax, …


What Makes FinServe Standout (Our Top 3)

By Michael Dryden (Managing Director) We are often asked how FinServe was started in 2008 in the heart of the global recession and how it is possible that we continue to grow in such difficult economic conditions 10 years down the line. Although there are many cogs that make it all happen, there are …

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