Maysure Financial Services

03/06/2026

Filing Season 2026 dates are out. Before SARS auto-assesses you, here’s what’s worth checking first.

SARS has confirmed that auto-assessments will run from 1 to 12 July 2026, with non-provisional taxpayers able to file from 13 July to 23 October 2026.
For many South Africans, the process may feel more convenient this year, especially with more information being pre-filled. But convenience should not replace a careful review.

Before accepting an auto-assessment, take a moment to check that your information is correct, including your personal and banking details, medical aid certificates, investment income, and retirement annuity contributions.

Tax season is not only about submitting a return. It is also a useful opportunity to see whether the financial structures you have put in place are working for you.

A well-planned retirement contribution, medical aid structure, or tax-free investment can support your broader financial plan, but only if it is correctly reflected and reviewed.

A little preparation now can help you avoid unnecessary delays, queries, or missed opportunities later.

Read the SARS update here:

1 June 2026 - Now is the time to update your personal and banking details online.

01/06/2026

“The best way to predict your future is to create it.” - Peter Drucker

The future doesn’t arrive fully formed, it’s shaped slowly through the choices we make, the habits we build, and the things we prioritise over time.

Every plan you put in place today is an investment in the life you want tomorrow.

And while none of us can control everything ahead, we can still take meaningful steps toward greater stability, freedom, and peace of mind.

26/05/2026

For many SME owners, the business is more than an income stream. It is years of work, sacrifice, responsibility and future potential. But too often, the same business that supports families, staff and communities is left financially exposed when something unexpected happens to the owner, a partner, or a key person in the company.

This BrightRock - Love Change article highlights four important insurance solutions SMEs should consider:
- Business overheads cover
- Contingent liability cover
- Key person insurance
- Buy-and-sell insurance

These are not just “insurance products”. They are business continuity tools that help protect cash flow, ownership, debt obligations and the people who keep the business moving.

For SME owners, the question is not only: “Is my business growing?”
It is also: “Is my business protected if life takes an unexpected turn?”

A proper financial plan should support both growth and resilience.

Read the full article here:

For South Africa’s small and medium enterprises (SMEs), sustainable growth depends on more than sales and cash flow. Strategic risk management – especially business insurance – is often overlooked, yet it’s one of the most powerful tools for protecting a growing company. According to the&...

25/05/2026

“Do what you can, with what you have, where you are.” - Theodore Roosevelt

You don’t need to have everything figured out before you start improving your future... Most meaningful progress begins with small, practical steps taken consistently over time.

The important thing is not waiting for the “perfect moment” to take action, it’s making the most of the opportunities, resources, and knowledge you already have today.

Small decisions have a way of becoming big turning points later on.

21/05/2026

When markets become noisy, investors often feel pressure to react quickly. But as this Moneyweb conversation with Reza Hendrickse highlights, volatility is not new and neither is the need for perspective.

Global conflict, oil price pressure and market uncertainty can all affect short-term investment performance. But long-term financial planning is not built on panic. It is built on discipline, diversification and making decisions that still serve your future when the headlines change.

The real value of conversations like this is that they help investors understand what is happening without losing sight of why they invested in the first place.

At Maysure, we believe informed investors make calmer, better decisions, especially when the market feels unpredictable.

https://www.moneyweb.co.za/moneyweb-podcasts/be-a-better-investor/trying-to-drown-out-the-noise/

Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.

19/05/2026

Market volatility can make even experienced investors feel uneasy.

In this PSG Asset Management article, John Gilchrist offers a useful reminder: sound investment decisions are not made in the middle of a panic. They are built on a disciplined process, proper research, risk management, and a clear understanding of long-term goals.

One of the key points worth taking from this piece is that volatility does not automatically mean something is “wrong”. In many cases, it is part of the investment journey, especially when markets are reacting to conflict, uncertainty and fast-changing global news.

For investors, the real risk is often not the market movement itself, but the emotional decision to abandon a long-term plan because of short-term discomfort.

At Maysure, we believe good financial planning helps you stay grounded when the headlines feel dramatic. Your investment strategy should not be based on fear. It should be based on your goals, your time horizon, your risk profile, and a plan that has been built to carry you through different market conditions.

This article is well worth reading if you want a clearer view of how experienced investment teams think during a crisis, and why patience and discipline still matter.

Our research approach builds diversified portfolios, guided by long-term thinking. Invest with insight. Invest with PSG Asset Management.

18/05/2026

“Success is the sum of small efforts, repeated day in and day out.” - Robert Collier
There’s a difference between reacting to life and preparing for it.
Preparation brings a different kind of peace, not because life becomes predictable, but because you’ve taken steps to make the difficult moments a little easier to navigate.
A good week doesn’t start with having all the answers, it starts with knowing you’re building your life with intention.

14/05/2026

South Africa’s economy has had a tough start to the year, but there are a few encouraging signs worth paying attention to.

According to Business Tech, the JSE recovered strongly in April after a difficult March, supported by stronger commodity prices, improved investor sentiment, a firmer rand, and renewed optimism around South Africa’s broader outlook.

That does not mean the pressure is gone. Higher energy prices, global instability, inflation concerns and possible interest rate hikes are still very real factors that can affect households, businesses and investment markets.

But it is also a reminder that markets move in cycles. A difficult month does not define the full picture, and short-term volatility should not automatically lead to emotional financial decisions.

For investors, the message is simple: stay informed, stay calm, and keep your long-term plan in view.

At Maysure, we believe good financial planning is not about reacting to every headline. It is about understanding what the headlines mean for your money, your goals and your future.

Read the full post here: https://businesstech.co.za/news/finance/859641/signs-of-life-for-south-africa/

The Johannesburg Stock Exchange All Share recovered in April after the worst month for the bourse in close to two decades.

11/05/2026

“We cannot become what we want by remaining what we are.” — Max De Pree

Some seasons of life are about growth you can see.
Others are about foundations being built quietly in the background.

Not every important step comes with applause or immediate results.
Sometimes progress looks like staying consistent, staying disciplined, and continuing to move forward even when things feel slow.

The small decisions you keep making today are shaping a future you’ll eventually thank yourself for.

05/05/2026

Not everyone needs to submit a tax return in 2026, but that does not mean everyone can simply ignore tax season.

According to BusinessTech, SARS has gazetted the first details for the 2026 tax season, including who may be exempt from filing and the expected closing dates:

- Individual taxpayers: 23 October 2026
- Provisional taxpayers and trusts: 22 January 2027

Some taxpayers may not need to file if, for example, they earned income from a single employer below R500,000, had PAYE deducted correctly, and did not have additional income, allowances, taxable benefits, or foreign service income.

SARS auto-assessments may also mean you do not need to submit a return but only if the information is complete, correct, and accepted.

This is the important part: even when SARS does the work for you, the responsibility still sits with you to check that your income, deductions, exemptions and rebates are accurate.

Tax season may feel like admin, but it is also a good reminder to review your broader financial picture, from retirement contributions and medical tax certificates to investment income and long-term planning.

Read the article for a clearer breakdown of who may not need to file in 2026:

SARS has gazetted the first details for the 2026 tax season, including final submission dates and the taxpayers who don't have to file a tax return.