2006 Downloads

24 January – QUARTERLY SEMINAR DURBAN : DEBATE – THE CIRCUMSTANCES IN WHICH TRUSTEES MAY RE-MAKE THEIR DECISIONS & ANALYSIS OF CURRENT COURT CASES

Title Presenter Formats
Post-Retirement Medical Aid Funding by Samantha Davidson

6 & 7 March 2006 – 2006 Conference, SPIER WINE ESTATE, CAPE TOWN

Title Presenter Formats
Should there be Limits to Judicial Deference to Actuaries? Jeremy Andrew (Presentation)
Lessons Learnt from a s.15K Tribunal Tashia Jithoo (Presentation)
Lessons Learnt from a s.15K Tribunal Tashia Jithoo (Paper)
Registrar’s Discretion in terms of Administrative Law including Redoing of Decision Advocate Paul Farlam (Presentation)
Registrar’s Discretion in terms of Administrative Law including Redoing of Decision Advocate Paul Farlam (Paper)
Apportionment of Future Surplus Leanne van Wyk (Presentation)
Jurisprudential role played by the PFA in SA Law Advocate Sandile Khumalo (Presentation)
Jurisprudential role played by the PFA in SA Law Advocate Sandile Khumalo (Paper)
Attachment of Benefits and S.37A Chicco Khoza (Presentation)
Attachment of Benefits and S.37A Chicco Khoza (Paper)
Joint and Several Liability of Trustees Advocate John Newdigate, SC (Paper)
Latest Tax Developments Lauren Immerman (Presentation)
Corporate Governance (SA) Jonathan Mort (Presentation)
Corporate Governance (Australia) Peggy Haines (Presentation)
Legal Investment Issues in DB and DC Funds in the UK Philip Bennett (Presentation)
Legal Investment Issues in DB and DC Funds in the UK Philip Bennett (Paper)
Management of Legal Risk in Retirement Funds Mickey Lowther (Presentation)
Management of Legal Risk in Retirement Funds Mickey Lowther (Paper)
Management of Legal Risk in Retirement Funds MJ Albert (Presentation)
Legal Issues in Member Communication Dalene Willemse (Presentation)
Legal Implications of Financial Advice in Member Investment Choice Funds Janine Player (Presentation)
Legal issues arising from Doctoral Research on South African Pension Fund Conversions: 1980 – 2006 Dion George (Presentation)
Legal issues arising from Doctoral Research on South African Pension Fund Conversions: 1980 – 2006 Dion George (Paper)
Nature of Obligation Owed by Trustees to Members Graham Damant (Presentation)

18 & 19 April – QUARTERLY SEMINAR GAUTENG & DURBAN : GN 29 & TAXATION OF SURPLUS, CASE LAW UPDATE & ITC 11135

Title Presenter Formats
GN 29 & Taxation of Surplus by Saul Gewer
Recent Decisions of Interest – Case Update by Hunter Thyne
ITC 11135 – What is an Annuity? by Saul Gewer

13 14 & 15 JUNE – QUARTERLY SEMINAR CAPE TOWN : LEGAL ISSUES ARISING OUT OF “BULKING” & LEGAL UPDATE

Title Presenter Formats
Legal Issues arising out of “Bulking” Jonathan Mort (Presentation)
Legal Update Owen Barrow (Presentation)
Feedback on Recent Determinations Lizzie Vambe (Presentation)

15 & 16 AUGUST- QUARTERLY SEMINAR CAPE TOWN & JOHANNESBURG : LEGAL ISSUES ARISING OUT OF “BULKING” & LEGAL UPDATE

Title Presenter Formats
Surplus Apportionment Schemes – Update on FSB’s Approach Mike Codron (Presentation)
Panel Discussion on the practical, actuarial, tax and legal issues arising out of Surplus Apportionment Schemes Coral van Zyl (Presentation)
Panel Discussion on the practical, actuarial, tax and legal issues arising out of Surplus Apportionment Schemes Chris Bosenberg (Presentation)

25 OCTOBER- QUARTERLY SEMINAR CAPE TOWN IMPROPER USE OF SURPLUS BY THE EMPLOYER & PF 128 AND PROPOSED AMENDMENTS TO THE PENSION FUNDS ACT, 1956

Title Presenter Formats
Improper use of Surplus by the Employer Jonathan Mort (Presentation)
Proposed amendments to the Pension Funds Act, 1956 Erich Potgieter(Presentation)