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Stay informed with our latest updates on retirement fund legislation and regulatory changes.

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Our Publications

We publish regular updates on relevant legislative changes that will enable you to stay abreast of industry developments. If you would like to receive these publications, please provide us with your name and contact details. We will not use this information for any purpose other than to send you our publications.

2025

Taxation Laws Amendment Act No. 42 of 2024
This publication covers the key changes introduced by the Taxation Laws Amendment Act No. 42 of 2024, focusing on retirement fund implications and compliance requirements for fund administrators and employers.
February 2025 Legislative Update
Section 14 Conduct Standard changes
Comprehensive analysis of the updated Section 14 Conduct Standards, including practical implementation guidelines for retirement fund trustees and key persons.
January 2025 Regulatory Guide
Pension Funds Amendment Act No. 31 of 2024 and section 37D-deductions
Detailed examination of the Pension Funds Amendment Act No. 31 of 2024, with particular focus on section 37D deductions and their impact on fund operations.
January 2025 Legislative Update
Disallowed contributions
Guide to understanding and managing disallowed contributions under the current regulatory framework, including remedial actions and compliance strategies.
January 2025 Compliance Guide
Preservation fund withdrawals
Overview of preservation fund withdrawal provisions, including the two-pot system implementation and member communication requirements.
January 2025 Implementation Guide
View Document PDF Coming Soon

2024

Revenue Laws Amendment Act No. 12 of 2024
Analysis of the Revenue Laws Amendment Act No. 12 of 2024 and its implications for retirement funds, including tax treatment changes and administrative requirements.
December 2024 Legislative Update

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Professional Service

For personalized guidance on how legislative changes affect your specific situation, contact our team for professional consultation.