When does the countdown for tracing a fund member’s dependants start?
High Court hands down a decision on the interpretation of the tracing provision in section 37C of the Pension Funds Act.
Estate
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Is Jooste’s frozen estate next on the SARB’s radar?
The South African Reserve Bank has seized more than R6 billion from various Ibex Investments accounts, previously Steinhoff.
Court must rule on couple’s time of death to ensure correct beneficiary payment
High Court weighs witnesses’ testimony to decide whether a husband did, in fact, predecease his wife and beneficiary.
Fundamentals of Estate Planning – Learn the basics and earn CPD hours
Estate planning is a very important aspect of holistic financial planning. It gives clients comfort knowing that they have properly planned and made provision to protect their loved ones in the event of […]
Married out of community – What is the impact of shares on the estate?
Many have asked the question if shares are excluded from an estate’s accrual if married out of community with the accrual system. In a recent blog post Van der Spuy and Partners shares […]
