| Important Notices that Members need to be aware of: | |
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TAX-FREE Savings Accounts! |
The Government is making an effort to help members save with the introduction of the new TAX-FREE Savings Account. This account will allow you to save up to R30 000 per year, TAX-FREE and R500 000 in a life time. Find out more about TAX-FREE saving by reading our latest article. |
| Cobus Kellerman: Ponzi Scheme |
A Ponzi scheme is a fraudulent investment operation where the operator pays returns to its investors from capital paid by new investors, rather than from profit earned. One such scheme, affecting South African unit trusts, has just been uncovered (see link on the left). COLUMBUS RETIREMENT FUND WAS IN NO WAY AFFECTED BY THIS SCHEME. |
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We would like to thank all those members that attended the Fund Insight Sessions Member Day! For those that were unable to make it, the Fund has uploaded the Member Day presentation so that you can find out more on what happened and keep in touch with the Fund and your investments. Click here to download the Fund Insight Sessions presentation |
| Surplus Apportionment | Your retirement savings just grew a little more! The Fund expenses worked out to cost the Fund less than anticipated and therefore members will receive a little top up to their Fund savings. |
| Frequently Asked Questions on Retirement Reform |
Want to know more about the Retirement Reform? National Treasury has put together a document that covers all the questions you may have concerning Retirement Reform. Please note that the Retirement Reform proposed by government that was to take effect 1 March 2015 has been postponed. Click on the link below for more information on what will remain in effect for 1 March 2015 and what will be delayed. Retirement Reform Media Statement from National Treasury |
| Do you under perform your Fund? | Many investors don’t fully participate in the performance of the funds that they invest in. Investors who continuously switch investments tend to suffer in the future. Read more by following the adjacent link. |
| Changes to the Life-stages Portfolio |
After two years of research regarding the Life-stages Portfolio by Cadient Partners, it has been noticed that members who take an active interest in their investments and choose the Personal Choice option benefit more in returns than those that use the default Life-stages option. Therefore Cadient Partners along with the Trustees have decided to implement changes to the Life-stages Portfolio. It is still agreed that members who choose the Personal Choice Option and take active interest in their investments tend to get better results than those who use the default Lifestage Option. Read this important notice regarding the Life-stages Option and find out how you can benefit more from your investments. Click here to find out more regarding your Investment Options. |
| Death Benefit Cover Notice | Please note: The Death Cover options have been reviewed and any questions that you may have can be answered by downloading this document |
