All news by: Olivier Barbeau

Is Your House in Order? Your Holiday Checklist

The holiday season is almost upon us, and it's an excellent time to get your financial house in order. One of the keys to stress-free living in the holiday season is to make a financial checklist, suggests Olivier Barbeau, Managing Partner at Moore Stephens Johannesburg. While all the festive detail is being sorted, serious financial elements can go adrift and target dates missed. A pre-holiday financial to-do list is a top priority, or should be, for many of us. Most of these tasks can be accomplished quickly, but the benefits can last a lifetime.

My Will and Estate Planning

We never like talking about death and taxes, but ensuring that you have a valid and current will can alleviate further hardship for the loved ones whom you leave behind. In this way, some unintended consequences are avoided, not to mention the unnecessary hardship for surviving family members during an already difficult time. 

Moore Stephens Mining Team at The Mining Indaba Cape Town 8 - 11 February 2016

We recognise the many challenges faced by businesses focused on the mining of coal, gold, iron ore and other natural resources.

Fluctuating commodity prices and currency values add greater complexity to the process of planning future operations. Persistently rising operating costs, not least through wage inflation in many regions, have increased pressure on margins and the need for efficiencies. Meanwhile, predicting demand has become more difficult with the slowdown in manufacturing growth in China, on the one hand, and continued growth of other developing nations on the other. 

IS YOUR HOUSE IN ORDER? YOUR HOLIDAY CHECKLIST

The holiday season is almost upon us, and with it an excellent opportunity to get your financial house in order. One of the keys to stress-free living in the holiday season is to make a financial checklist, suggests Managing Partner, Olivier Barbeau.
 
While all the festive detail is being sorted, serious financial stuff can go adrift and target dates missed. A pre-holiday financial to-do list is a top priority, or should be, for many of us. Most of these tasks can be accomplished quickly, but the benefits can last a lifetime.

IS YOUR FAMILY TRUST IN ORDER?

Trusts remain a valuable part of most long-term wealth management solutions. The estate planning opportunities and protection from creditors that they offer remain a compelling proposition for most clients.
 
During 2014, SARS overhauled the Trust Tax return. This is a clear indication of its intention to scrutinise trust affairs more closely.  We have embarked on a new project to assist you in proactively managing your trusts’ affairs with regard to administration, compliance and taxation. 

IS YOUR HOUSE IN ORDER? YOUR HOLIDAY CHECKLIST

The holiday season is almost upon us, and with it an excellent opportunity to get your financial house in order. One of the keys to stress-free living in the holiday season is to make a financial checklist, suggests Olivier Barbeau, senior managing partner for audit and advisory firm, Moore Stephens South Africa.