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Jun 26, 20225 min read
Divorce and Death – the impact of Section 2B on your will
Introduction Not many people are aware of the statutory disqualification as set out in Section 2B of the Wills Act No. 7 of 1953, which...
Jun 26, 20222 min read
Planning properly for POPI
The Protection of Personal Information (POPI) Act is a term that most business owners will know well but may not have truly acknowledged...
Jun 26, 20228 min read
Section 37c issues arising from the case law
The distribution of death benefits in terms of section 37C of the Pension Funds Act is often tricky terrain for pension fund trustees....
Jun 26, 20222 min read
Divorce and your retirement
Divorce can be heartbreaking, and most people will agree that it’s completely overwhelming. It’s not something we plan for, but when it...
Jun 26, 20223 min read
Will the COFI Act be effective in the regulation of commercial umbrella funds?
The retirement industry has seen a number of important shifts over the past few decades, with the shift from DB pension funds to DC...
Jun 26, 20222 min read
The difference between voluntary and involuntary retrenchment
There is no “voluntary” aspect to retrenchment, and this phase should not be used as it is unhelpful when considering the tax treatment...
Jun 26, 20225 min read
Who's to blame?
In a recent determination by the Financial Advisory and Intermediary Services Ombudsman (FAIS Ombud), the complainant lodged a complaint...
Jun 26, 20224 min read
Pension fund boards must take climate change into account, or risk legal action
Just Share NPO and ClientEarth have published a new opinion which finds that the boards of South African pension and provident funds must...