News
SCA clarifies 12-month period for tracing dependants in retirement fund cases
1+ hour, 38+ min ago (811+ words) The Supreme Court of Appeal has upheld a ruling clarifying that retirement funds have 12 months from the date of awareness of a member's death to trace dependants and distribute benefits, ensuring accountability in fund management. The Supreme Court of Appeal…...
The evolving landscape of family trusts: what emigrating families need to know
1+ week, 2+ day ago (741+ words) With the emigration of South African families, the effectiveness of long-established family trusts is being challenged. Financial planners urge families to reassess their trusts in light of new tax legislation and changing family dynamics. As more South African families spread…...
Court rules against widow who signed away her home during financial distress
1+ week, 2+ day ago (763+ words) Widow loses property case in Gauteng High Court after signing agreements. The Northa Gauteng High Court in Pretoria has overturned a lower court ruling that restored a property to a woman who claimed she had been deceived into signing away…...
Why long-term wealth architecture matters more than annual fiscal headlines
1+ mon, 3+ week ago (415+ words) Explore how high-net-worth families can navigate the complexities of wealth management by focusing on long-term strategies, robust estate planning, and the integration of philanthropy into their financial frameworks. Estate planning goes beyond tax considerations. It is a strategic process focused…...
Why succession planning is essential for preserving your wealth and legacy
1+ mon, 4+ week ago (628+ words) Explore how effective succession planning not only preserves wealth but also ensures a lasting legacy for your family. Discover the essential steps to take for a secure future. Moving beyond the end-of-life stigma Succession planning is not merely about what…...
How to secure your agricultural legacy through effective estate planning
2+ mon, 5+ day ago (509+ words) Explore the unique estate planning challenges faced by South African farming families and discover strategies to ensure a smooth succession of agricultural assets. The agricultural sector presents estate planning challenges that demand specialist attention, says Frikkie van Loggerenberg, CEO of…...
Understanding wills: what to do if you can't sign your will
2+ mon, 2+ week ago (352+ words) Discover how South African law accommodates individuals who cannot sign their wills in the traditional manner, ensuring everyone can leave a legacy. Learn about the alternatives available, including thumbprints and proxy signatures, and the strict rules that govern their use....
Investigation intensifies as Hawks target unregistered estate agent Ester Smit
3+ mon, 4+ day ago (693+ words) The Hawks have launched a major investigation into Zeerust, North West, estate agent Ester Smit and her firm, Ester Smit Eiendomme, following multiple complaints that allege fraud against clients and concerns over the company operating without a valid fidelity fund…...