Manual on Retirement Funds
The Manual on Retirement Funds is a complete online guide to retirement funds in South Africa.
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Product description
The Manual on Retirement Funds is a complete online guide to retirement funds in South Africa.
It is a comprehensive reference on the management and administration of retirement funds for the retirement fund industry as a whole, including planners, consultants, legal advisors and students specialising in retirement fund management. Written by a panel of recognised authors in the field of retirement benefits, this manual contains extensive commentary on the most pertinent Acts in particular the Pension Funds Act and is fully cross-referenced to the relevant sections of the legislation. It deals with the law on retirement funds and their taxation. It also provides a good overview of the retirement fund industry.
Updated annually in online format only.
Note: This online product must be added to a base package. Price varies according to package chosen and number of users. "Request a quote" and a sales agent will contact you.
Table of contents
PART ONE - Industry Overview
Chapter 1 - Overview of industry bodies and regulatory authorities
Chapter 2 - Overview of South African social security arrangements and the private retirement industry
Chapter 3 - Overview of applicable legislation
PART TWO - The Law on Retirement Funds
Chapter 4 - The Pension Funds Act - “Commentary”
Chapter 5 - The allocation of death benefits
Chapter 6 - Divorce orders
Chapter 7 - PF circulars, notices and directives
PART THREE - The Taxation of Retirement Funds
Chapter 8 - The Income Tax Act
Chapter 9 - Levies on Financial Institutions
Chapter 10 - VAT
Chapter 11 - Estate Duty
