Food for Thought

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...

Quarterly newsletter from the FSCA retirement funds supervision division The retirement funds supervision division of the Financial...

Marna Gouws (Heilie Maria Gouws) v Momentum Retirement Annuity Fund and Others (FS Tribunal) Background: The deceased was a member of...

The purpose of this legal note is to explain briefly the impact of the Two Pot Retirement System on Section 37D deductions in terms of...

In conjunction with the Prudential Authority (PA), the Financial Sector Conduct Authority (FSCA) on 16 May 2024, published Joint Standard...

This Interpretation Ruling was issued to provide clarity, consistency and certainty in the interpretation and application of section 37C...

On 21 February 2024 Finance Minister Enoch Godongwana delivered his budget speech, summarised on a high level, as follows: Social grants...

THE FINANCIAL SERVICES TRIBUNAL (FST) : In the matter between: Fakazile Anna Khwela, the applicant and Toyota SA Provident Fund; NBC...

Summary :    Financial Services Tribunal (FST) application for reconsideration of a decision of the FSCA where the FSCA declined to...

National Treasury and SARS provided feedback on 25 October 2023 at the Standing Committee on Finance as part of the parliamentary process...

Mudau v Municipal Employees Pension Fund and others [2023] ZACC 26. The Constitutional Court handed down judgment in the matter of Mudau...

Municipal Workers Retirement Fund v South African Local Government Bargaining Council and Others and Other Related Matters [2023] ZAGPPHC...

...members are required to nominate beneficiaries who will receive the family benefit when a member passes away.

...the Trustees of the Funds should make all employers aware of the stance of SARS, regarding artificial resignations...

Nomination forms and trustees are encouraged to conduct full investigations.

A will is one of the most important financial planning documents, especially as you move toward retirement.

As parents we all wish to give our children the best start in life and, where possible a solid start towards financial independence.

The transfer of wealth from one generation to the next is ensured through expertly constructed wills, trusts and other tax-friendly structur

Spending time with death related issues while you are healthy and alive may sound morbid, but it may also be one of the most important thing