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Food for Thought


Anu Ananmalay
Jan 93 min read
LEGAL NOTE: JANUARY 2025 - LEGISLATIVE UPDATES
Quarterly newsletter from the FSCA retirement funds supervision division The retirement funds supervision division of the Financial...
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Anu Ananmalay
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...
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Anu Ananmalay
Oct 1, 20245 min read
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...
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Anu Ananmalay
Aug 1, 20243 min read
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...
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Anu Ananmalay
Apr 16, 20243 min read
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...
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Anu Ananmalay
Feb 26, 20244 min read
National Budget Speech 2024
On 21 February 2024 Finance Minister Enoch Godongwana delivered his budget speech, summarised on a high level, as follows: Social grants...
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Anu Ananmalay
Feb 5, 20245 min read
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...
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Anu Ananmalay
Jan 11, 20244 min read
LEGAL NOTE | January 2024 Composition of the Board - Number of Trustees on the Board – Rules – FSCA Approval – Textile open provident fund
Summary :Â Â Financial Services Tribunal (FST) application for reconsideration of a decision of the FSCA where the FSCA declined to...
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Anu Ananmalay
Nov 2, 20233 min read
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...
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Anu Ananmalay
Oct 6, 20234 min read
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...
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Anu Ananmalay
Sep 1, 20234 min read
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...
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Anu Ananmalay
Mar 25, 20225 min read
Change in the definition of "Beneficiary"
...members are required to nominate beneficiaries who will receive the family benefit when a member passes away.
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Anu Ananmalay
Feb 15, 20222 min read
Artificial Withdrawals
...the Trustees of the Funds should make all employers aware of the stance of SARS, regarding artificial resignations...
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Anu Ananmalay
Jan 14, 20224 min read
Section 37C: Nomination forms and trustees are encouraged to conduct full investigations.
Nomination forms and trustees are encouraged to conduct full investigations.
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Eldene Botha
Jan 31, 20202 min read
Drafting of Wills in the Modern Era
A will is one of the most important financial planning documents, especially as you move toward retirement.
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Eldene Botha
Jan 17, 20192 min read
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.
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Eldene Botha
Jan 20, 20181 min read
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
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Eldene Botha
Jul 18, 20172 min read
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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