25 OCTOBER 2006 – QUARTERLY SEMINAR CAPE TOWN IMPROPER USE OF SURPLUS BY THE EMPLOYER & PF 128 AND PROPOSED AMENDMENTS TO THE PENSION FUNDS ACT, 1956
15 & 16 AUGUST 2006 – QUARTERLY SEMINAR CAPE TOWN & JOHANNESBURG : LEGAL ISSUES ARISING OUT OF “BULKING” & LEGAL UPDATE
| Title | Presenters | Formats |
|---|---|---|
| Surplus Apportionment Schemes – Update on FSB’s Approach | Mike Codron (Presentation) | PPT |
| Panel Discussion on the practical, actuarial, tax and legal issues arising out of Surplus Apportionment Schemes | Coral van Zyl (Presentation) | PPT |
| Panel Discussion on the practical, actuarial, tax and legal issues arising out of Surplus Apportionment Schemes | Chris Bosenberg (Presentation) | PPT |
13 14 & 15 JUNE 2006 – QUARTERLY SEMINAR CAPE TOWN : LEGAL ISSUES ARISING OUT OF “BULKING” & LEGAL UPDATE
18 & 19 April 2006 – QUARTERLY SEMINAR GAUTENG & DURBAN : GN 29 & TAXATION OF SURPLUS, CASE LAW UPDATE & ITC 11135
| Title | Presenters | 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) |
6 & 7 March 2006 – 2006 Conference, SPIER WINE ESTATE, CAPE TOWN
24 January 2006 – QUARTERLY SEMINAR DURBAN : DEBATE – THE CIRCUMSTANCES IN WHICH TRUSTEES MAY RE-MAKE THEIR DECISIONS & ANALYSIS OF CURRENT COURT CASES
| Title | Presenters | Formats |
|---|---|---|
| Post-Retirement Medical Aid Funding | by Samantha Davidson | PPT |