Food for Thought

LEGAL NOTE: NOVEMBER 2024 – Recent Case Law on Section 37C of the Pension Funds Act

Nov 4, 20245 min read

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...

LEGAL NOTE: OCTOBER 2024 - Section 37D Deductions - Two Pot Retirement System

Anu Ananmalay

Oct 1, 20245 min read

Legal

LEGAL NOTE: OCTOBER 2024 - Section 37D Deductions - Two Pot Retirement System

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...

LEGAL NOTE AUGUST 2024 – Joint Conduct Standard 2 0f 2024 ‘Cybersecurity and Cyber Resilience’

Anu Ananmalay

Aug 1, 20243 min read

Legal

LEGAL NOTE AUGUST 2024 – Joint Conduct Standard 2 0f 2024 ‘Cybersecurity and Cyber Resilience’

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

LEGAL NOTE | FSCA Interpretation Ruling 1 of 2024

Anu Ananmalay

Apr 16, 20243 min read

Legal

LEGAL NOTE | FSCA Interpretation Ruling 1 of 2024

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

Anu Ananmalay

Feb 26, 20242 min read

Legal

National Budget Speech 2024

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

LEGAL NOTE | Section 37C Extent of Dependency

Anu Ananmalay

Feb 5, 20245 min read

Legal

LEGAL NOTE | Section 37C Extent of Dependency

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

LEGAL NOTE | January 2024 Composition of the Board - Number of Trustees on the Board – Rules – FSCA Approval – Textile open provident fund

Anu Ananmalay

Jan 11, 20244 min read

Legal

LEGAL NOTE | January 2024 Composition of the Board - Number of Trustees on the Board – Rules – FSCA Approval – Textile open provident fund

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

LEGAL NOTE | November 2023 - Postponement of the two pot system to 2025

Anu Ananmalay

Nov 2, 20233 min read

Legal

LEGAL NOTE | November 2023 - Postponement of the two pot system to 2025

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

LEGAL NOTE | Retrospective Rule Amendments

Anu Ananmalay

Oct 6, 20234 min read

Legal

LEGAL NOTE | Retrospective Rule Amendments

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

LEGAL NOTE | MUNICIPAL WORKERS RETIREMENT FUND

Anu Ananmalay

Sep 1, 20234 min read

Legal

LEGAL NOTE | MUNICIPAL WORKERS RETIREMENT FUND

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

Change in the definition of "Beneficiary"

Anu Ananmalay

Mar 25, 20224 min read

Employee Benefits

Change in the definition of "Beneficiary"

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

Anu Ananmalay

Feb 15, 20222 min read

Employee Benefits

Artificial Withdrawals

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

Section 37C: Nomination forms and trustees are encouraged to conduct full investigations.

Anu Ananmalay

Jan 14, 20224 min read

Employee Benefits

Section 37C: Nomination forms and trustees are encouraged to conduct full investigations.

Nomination forms and trustees are encouraged to conduct full investigations.

Eldene Botha

Jan 31, 20202 min read

Legal

Drafting of Wills in the Modern Era

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

Eldene Botha

Jan 17, 20192 min read

Legal

Immovable Property and the Minor Child

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

Eldene Botha

Jan 20, 20181 min read

Legal

Optimum Fiduciary Services

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

I’m alive and well! Why bother with a will?

Eldene Botha

Jul 18, 20172 min read

Legal

I’m alive and well! Why bother with a will?

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

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