top of page
Food for Thought
LEGAL NOTE: APRIL 2025 – Section 37C Recent Case law
PHEBO obo TWOÂ MINORSÂ v OLD MUTUAL WEALTHÂ RETIREMENT ANNUITY FUNDÂ (PFA) The issue for determination before the Pension Funds Adjudicator...
Anu Ananmalay
Apr 15 min read
2
LEGAL NOTE: MARCH 2025 - BUDGET SPEECH 2025/26 TAX YEAR
The Finance Minister Mr. Enoch Godongwana delivered the Budget Speech on the 12 March 2025. Below are some of the important tax...
Anu Ananmalay
Mar 265 min read
0
Maximise your tax benefits on Retirement Annuities and Tax-Free Savings Accounts
As we approach the end of the tax year, now is the perfect time to review and optimise your financial strategy. If you haven’t maximised...
Roelf Botha
Feb 72 min read
8
Versterk u belastingvoordele met uittree-annuïteite en Belastingvrye Spaarplanne
Met die einde van die belastingjaar in sig, is dit nou die ideale tyd om u finansiële strategie te hersien en te versterk. Indien u nog...
Roelf Botha
Feb 72 min read
4
LEGAL NOTE – FEBRUARY 2025 : The Importance of Completing Nomination of Beneficiaries Forms
Life events, such as untimely death, occur as part of our normal lives and we seldom have any or very little control to prevent such life...
Anu Ananmalay
Jan 283 min read
0
LEGAL NOTE: JANUARY 2025 - LEGISLATIVE UPDATES
Quarterly newsletter from the FSCA retirement funds supervision division The retirement funds supervision division of the Financial...
Anu Ananmalay
Jan 93 min read
61
World Diabetes Day: Taking Charge of Your Health and Navigating Medical Aid
Every year on November 14th, the world comes together to raise awareness about diabetes on World Diabetes Day.
Optimum Group
Nov 14, 20242 min read
14
A Silent Pandemic – Men’s Mental Health
Raise awareness for men's health - specifically prostate cancer, testicular cancer, mental health and suicide prevention.
Kobus Herholdt
Nov 5, 20242 min read
29
LEGAL NOTE: NOVEMBER 2024 – Recent Case Law on Section 37C of the Pension Funds Act
Marna Gouws (Heilie Maria Gouws) v Momentum Retirement Annuity Fund and Others (FS Tribunal) Background: The deceased was a member of...
Anu Ananmalay
Nov 4, 20245 min read
26
bottom of page