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Overview

To grow a profitable and sustainable business, the right systems, tools and processes are required, together with the skills to run a business. Practice management is about equipping the business owner to deal with the challenges of running an advisory business and achieve optimal results both now and in the future.

Practice management helps the business owner attain goals such as more time, increased profit, increased productivity, expanded employee skills or improved overall morale. It develops a business to support the owner’s personal and business goals. And, as a well-run financial advisory business has excellent potential to be sustained by a successor, the business becomes a saleable asset with capital value.

Our practice management programme is based on the international best business practice principles of E-Myth Worldwide and customised for local use. It incorporates sound business processes that integrate with FAIS compliance requirements.

Presented in a forum designed to stimulate knowledge-sharing among independent financial advisors (IFAs) and industry colleagues, our programme helps our clients develop solutions most suited to their business. Attendees are able to immediately implement unique strategies and processes directly into their business. Our consultants are also at hand to help identify opportunities for development within businesses.

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OUR OFFERING

IN THE MEDIA

COFI and Omni-RR: Why IFAs Aren’t Going Anywhere

Posted on 9 January 2026

Regulation is changing – but independent advice isn’t going anywhere. Here’s what COFI and Omni-RR really mean for IFAs. For many independent financial advisors (IFAs), the regulatory changes introduced through the Conduct of Financial Institutions (COFI) Bill and ...

2026 Key Compliance Dates and Reminders for FSPs

Posted on 8 January 2026

This planner highlights key compliance dates for 2026. Schedule them early to stay on track and avoid last-minute stress. Planning ahead keeps ...

FSCA fines online trading platform R2 billion

Posted on 11 December 2025

In one of its biggest enforcement actions ever, the Financial Sector Conduct Authority (FSCA) has imposed R2 billion in administrative penalties on online trading platform Banxso and two of its directors. The Authority also issued further penalties: R16 million on Banxso ...

POPIA & PAIA – Key updates from the Information Regulator

Posted on 29 October 2025

During a media briefing held in Johannesburg 13 November 2025, the Information Regulator shared updates on the Protection of Personal Information Act (POPIA) and Promotion of Access to Information Act (PAIA), highlighting compliance trends and areas of concern. POPIA – ...

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REGULATORY LIBRARY

Q3 FSCA Newsletter

FSCA Notices - 18 December 2025

Poaching of South Africa’s succulents – Associated financial flows

FIC/AML - 24 November 2025

Media Statement: South Africa Exits the FATF Greylist On 24 October 2025

FIC/AML - 24 October 2025

Media Release: FIC hails South Africa’s exit from the grey list as the country braces for the next mutual evaluation

FIC/AML - 24 October 2025

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WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

E-mail:

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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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