13 November 2007 – QUARTERLY SEMINAR CAPE TOWN – AMENDMENTS TO S14 OF THE PENSION FUNDS ACT & DIVORCE BENEFITS – THE AMENDMENTS AND THE COCKCROFT ADJUDICATOR DETERMINATION
| Title | Presenters | Formats |
|---|---|---|
| Divorce Benefits – The amendments and the Cockcroft Adjudicator Determination. | by Vanessa Bell |
24 October 2007 – QUARTERLY SEMINAR GAUTENG – INSIGHTS INTO THE OMNIBUS AMENDMENTS
| Title | Presenters | Formats |
|---|---|---|
| Surplus Apportionment. | by Graham Damant | |
| Tax complexities created by the amendments to the Pension Funds Act and the tax treatment of benefits accruing on the divorce of a member. | by Jenny Gordon | |
| The recently promulgated amendments to section 14 of the Pension Funds Act, the impact of those amendments on practice and fund administration, and legal and practical challenges posed by the amendments. | by Desiree Partridge |
August 2007 – QUARTERLY SEMINAR CAPE TOWN, GAUTENG AND DURBAN
12 June 2007 – QUARTERLY SEMINAR CAPE TOWN : IPEBLA CONFERENCE & BABIES AND BATHWATER … A COMPARISON OF UNIT TRUST AND UNDERWRITTEN RETIREMENT ANNUITY FUNDS
| Title | Presenters | Formats |
|---|---|---|
| Babies and Bathwater…. a comparison of unit trust and underwritten retirement annuity funds. | by Karin MacKenzie |
Conference 2007
| Title | Presenters | Formats |
|---|---|---|
| When does a Pension Fund commence and cease to exist as a corporate entity and what happens to assets discovered after its demise? | by Patrick Bracher, Director, Deneys Reitz Attorneys Inc | |
| “It’s been a Duzi”- a pension’s law roundup of 2006 | by Graham Damant – Bowman Gilfillan | |
| Update on retirement fund issues being dealt with by the Financial Services Board | by Wilma Mokupo – Financial Services Board | |
| Update on the latest surplus issues. | by Christiaan Ahlers (FSB) | |
| The National Credit Act as it pertains to retirement funds | by Ian Jacobsberg – Routledge Modise Attorneys | |
| The retirement fund Omnibus Amendment – explanation and commentary | by Desireè Partridge – Standard Bank Group | |
| Treasury reform: latest discussion paper and Budget proposals. | by Rosemary Hunter – Hunter Employee, Benefits Law (Pty) Ltd | |
| The fund and its service providers | by Advocate Malcolm Wallis SC | |
| How does the Child’s Act (and in particularly the notion of “caregivers” interact with section 37C of the Pension Funds Act? | by Tashia Jithoo – Hunter Employee Benefits Law (Pty) Ltd | |
| Is the trustee of an insolvent deceased estate entitled, in preference over the nominated beneficiaries, to the proceeds of insurance policies, for distribution to the deceased’s creditors? | by Thabo Thipa – Thipa Ndoni Incorporated Pensions and Employee Benefits Law Specialists | |
| What is the difference between retrospective legislation (against which there is a presumption) and retroactive legislation (which appears to be permissible)? If the answer lies in the impact on rights that have already vested, then what should happen to rules registered (and steps taken in accordance with such rules), valuations approved, section 14 certificates issued and surplus apportionment schemes approved when the law changes so that such approvals would no longer be forthcoming in terms of the new law? | by Sandile Khumalo – Hunter Employee Benefits Law (Pty) Ltd | |
| How does a fund deal with a benefit that has accrued, but where the member died before it has been paid? | by Samantha Davidson – Shepstone & Wylie Attorneys | |
| Can a pension increase policy override the rule which requires the employer to consent to a pension increase? | by Jonathan Mort – Retirement Fund Specialised Services, Edward Nathan Sonnenbergs Inc. | |
| Are limitations clauses in fund auditor’s contracts which limit liability to, for example, a multiple of annual fees necessary and/or desirable? | by David Geral – Bowman & Gilfillan |