Changes to the taxation of Disability Income Benefits
We remind consultants and their clients about the amendments to the Income Tax Act introduced by the Taxation Laws Amendment Act 31 of 2013. These will have an effect on the tax treatment of disability income policies...
Managing Longevity
The emerging trend of increased longevity is one of the most significant risks facing South Africans as they plan for retirement. The challenge advisers face is that they need to bear the responsibility of helping...
2015 Annual Revision
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund has now been finalised. E-mail communication was sent on...
What happens when an employer terminates its participation in the Sanlam Umbrella Fund and the Sanlam Futura Umbrella Retirement Fund?
In tough financial times, cash flow challenges are a reality for many of the employers participating in a retirement fund. These challenges may force an employer to consider reducing contributions or terminating the...