2007 Downloads

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 Presenter 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 Presenter 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

Title Presenter Formats
Placing Death Benefits in Trust and the Change to the Age of Majority. by Tashia Jithoo
Case studies into some of the larger international governance failures affecting the pension fund industry. by Maryann Middleton

Beneficiary Funds.

by Fiona Renton

 

12 June 2007 – QUARTERLY SEMINAR CAPE TOWN : IPEBLA CONFERENCE & BABIES AND BATHWATER … A COMPARISON OF UNIT TRUST AND UNDERWRITTEN RETIREMENT ANNUITY FUNDS

Title Presenter Formats
Babies and Bathwater…. a comparison of unit trust and underwritten retirement annuity funds. by Karin MacKenzie

 

Conference 2007

Title Presenter 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 Рexplanation and commentary by Desireè Partridge РStandard 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