Latest news

May 19, 2021

Newsflash: Spam Alerts

We have found that many email providers such as Microsoft and Google have recently made changes to their email systems to combat ongoing email spam, fraud and phishing attacks. These strict email rules and policies […]
March 29, 2021

Our Unique Approach

The Origin Group offers an inclusive approach to financial solutions, recognising that our clients are becoming more financially informed and can grasp their own financial needs. As our clients become more focused on their specific […]
February 26, 2021

2021 Budget Summary

Summary of proposals and plans Minister Mboweni delivered his budget speech yesterday and our view in summary is that this budget surprised with no material tax increases, apart from the normal increases, but that it […]
February 23, 2021

The importance of tax planning in February

It is always a good idea to do thorough planning to minimise your tax legally and it is never too late, especially in February. Your professional advisor can assist you to do this planning in […]
February 8, 2021

5 Tips for Making the Most of Your Opportunities to Scale in 2021

2020 was an immensely difficult year. Because of the economic downturn in the country, it left a lot of businesses with insurmountable odds to make things work and so, many businesses have had to shut […]
January 27, 2021

Tax benefits 2021

We all need a break at some point. Why not take a tax break to start off 2021? The end of the tax year, 28 February 2021, is fast approaching and we urge you to contact your Origin financial planner, adviser, or tax consultant at your […]
December 9, 2020

Happy Holidays!

Season’s greetings from the CEO  How do I begin wrapping up a year that felt like a century? Never would we have thought that this year would bring a pandemic and lead to the challenges that ensued. It wasn’t all bad, though. The year was filled with change: we set ambitious goals […]
December 9, 2020

Estate planning for young adults

It is very important for you to plan your estate, which could include a living will, a last will and a living trust. This can help families prepare for difficult times when you are no […]
November 5, 2020

The choices we make

Wow! Last year our introduction to the review of medical schemes was “Make 2020 the best and healthiest year yet”.  Who could have foreseen the health, medical and financial challenges we would face during 2020! […]
October 26, 2020

Surrender of Goods, Repossession and Bank Assisted Sales: What does it all mean?

The impact of COVID-19, and the ensuing financial crisis, will have a lasting impact on society and business as a whole. Those who are unable to work because of the lockdown are facing serious economic […]
September 9, 2020

FAIS Seal 2020

We are proud to announce that Origin Financial Wealth Solutions (Pty) Ltd and Origin Financial Health & Wellness (Pty) Ltd have once again qualified and earned the 2020 MASTHEAD FAIS COMPLIANCE SEAL. By displaying this […]
August 17, 2020

The cost of defending a tax audit shouldn’t be a low blow!

WHAT IS TAX RISK INSURANCE? Tax risk insurance is simply the most effective protection for you and your business If you are ever selected for an audit by SARS. When you are covered by a […]
July 14, 2020


Winter is the best time to shape up and reclaim your summer (and lockdown) bod. We all know this does not just happen but requires dedication, commitment, goals and above all, an action plan to […]
July 9, 2020

Business Insurance Campaign

Winter is the best time to shape up and reclaim your summer (and lockdown) bod. We all know this does not just happen but requires dedication, commitment, goals and above all, an action plan to […]
June 8, 2020

Holistic financial planning

You recently received our communication regarding the ongoing support Origin offers to you during Covid-19. Now we would like to elaborate on the holistic approach we take when a client is taken on board as […]
April 28, 2020

VAT exemption for `essential goods’ for the duration of the shutdown

SARS has changed the definition of `essential goods’ as per the Disaster Management Act 57 of 2002, and the Regulation R.398 in Government Gazette No 43148 of 25 March 2020. These Regulations will apply as […]
April 28, 2020

An effort to save the economy

While South Africa is currently in a state of lockdown during which a significant number of businesses have had to cease operations, some relief from a tax perspective has been announced by the government. Tax-compliant businesses with a […]
April 28, 2020

The taxing of capital gain

Section 9HA of the Income Tax Act deals with deemed disposals by a deceased person. This section of the Act often causes some confusion, especially where there are heirs or legatees other than the surviving spouse. In terms of the provision, a […]
April 28, 2020

Re-allocation of surplus retirement fund assets

Binding Class Rulings (BCR) are issued in response to applications by a specific class of taxpayers (usually persons that will have the same tax consequences apply to them from a transaction) and clarifies how the Commissioner for SARS would interpret and apply the provisions of the tax […]
April 23, 2020

Covid-19 Business Interruption claims in the hospitality industry

In these challenging times, Origin Financial and Bryte Insurance are working tirelessly to ensure claims are handled as efficiently as possible. We appeal to our valued clients for your continued patience and apologise for any […]
March 12, 2020

The Coronavirus: Are we heading to a global recession?

Global equity markets and commodity prices are experiencing one of their worst drawdowns in the past 20 years.The recent 15% drop in global equities from their peak has resulted in about $6 trillion being wiped […]
January 23, 2020

If SARS is knocking on your door, let the Origin Team answer it for you!

Let’s kick off this new decade with Origin’s income tax-saving opportunities before the fast-approaching 29 February 2020 tax year-end!  The Origin Group offers the following tax-saving advice and products to help you maximise the tax […]
November 13, 2019

Make 2020 your best and healthiest year yet!

As “Origin Health and Wellness”, that is exactly what we do: Look after your Health and Wellness.  Contributing to medical aid and GAP cover has become an integral part of personal risk management.  Traditionally seen as […]
November 12, 2019

We are qualified to use the 2018 FAIS Compliance Seal!

We are excited to inform all our valued clients that we have qualified to use the 2018 FAIS COMPLIANCE SEAL! This seal proves that we have been evaluated on the regulatory requirements set out by […]

December 11, 2018

Crazy Guy on Bike – Sun 9 Dec, 2018. Day 371

Sun 9 Dec, 2018. Day 371 THE END, V&A Waterfront, Cape Town Distance 22 + 320761 = 20 783 Average 12.5 Time 1 h 47 m Location S33.905361, E18.420571 Our final ride. I woke at […]
December 10, 2018

Crazy Guy on Bike – Sat 8 Dec, 2018. Day 370

Sat 8 Dec, 2018. Day 370 Staying with Una Holliday, Hout Bay Distance 38 + 20723 = 20761 Average 11.2 Time 3 h 39 m Location S34.03598, E18.347321 Peter, Pam and I popped in to […]

November 12, 2019

Hope, Mood(y’s) and Destiny

We attended a global investment conference in Cape Town last week and experienced varied views on global risk assets by the asset managers presenting. One can easily be influenced by some of the negative global […]
October 21, 2019

Is a recession looming?

In previous weekly comments and numerous alternate financial commentaries alike, the perceived correlation between an inversion of a country’s sovereign yield curve and the prospect of an imminent recession have been highlighted. In this weekly […]
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We have found that many email providers such as Microsoft and Google have recently made changes to their email systems to combat ongoing email spam, fraud and phishing attacks. These strict email rules and policies that have been implemented have also affected the delivery of some of our emails.

Please do the following to ensure that all emails are flagged as trusted emails:

  1. 1. Check your junk mail folders. If the Origin Financial or relevant Insurer email is there, please reclassify the email by going to the junk email options and adding it to the ‘safe senders’ list.
  2. 2. Ask your internet service provider to whitelist the Origin Financial or relevant Insurer address as a trusted email address.
  3. 3. Ask your organisation to update its email policy to allow Origin Financial or relevant Insurer emails to be received.