Estate duty: the key principles behind the tax on deceased estates
Understanding how estates are valued, which deductions apply, and how deemed assets are treated helps you ask the right questions when planning your estate.
Industry News
Ruling clarifies trustee discretion when employers seek to preserve pension benefits
The judgment emphasises the responsibility of trustees to exercise their discretion fairly when deciding whether to withhold benefits in terms of section 37D.
SCOPA prepares to deliberate on RAF inquiry report as next phase begins
The final document is expected to reach the National Assembly in the next parliamentary term.
Deepfake profits and ‘overwhelming’ illegality: Banxso liquidated
The High Court finds Banxso knowingly benefited from deepfake adverts, misled clients about its licence and returns, and is ‘hopelessly insolvent’.
Bonitas-Medscheme court battle stalls as application removed from urgent roll
Medscheme’s bid to halt Bonitas’ administration transition has been delayed after procedural lapses and unresolved interlocutory issues forced the matter off the urgent roll.
New ‘MyWealth Method’ group surfaces as investigations grind on
A Telegram group reviving the MyWealth name is promoting crypto investment opportunities, as the FSCA’s investigations linked to earlier enforcement actions continue.
Medical scheme vs medical insurance: the risk conversation advisers can’t avoid
In this edition of Cover to Cover, we unpack the structural, regulatory, and underwriting differences that advisers must clarify before recommending either healthcare funding option.
Budget strengthens saving for retirement, says Sanlam
The changes include the increase in the annual tax-deduction cap, and new annuitisation and living annuity commutation thresholds.
Gig workers risk claim rejections by choosing the wrong cover
Opting for personal cover to save on premiums can backfire. Insurers may reject claims if income-generating use was not disclosed.
Kamlana reappointed as FSCA Commissioner for a second five-year term
The terms of two deputy commissioners were also renewed, while the third deputy will step down at the end of May.
Former Steinhoff executive Stéhan Grobler fined R358.75m
The FSCA says Grobler contravened the Financial Markets Act by publishing false or misleading financial statements between 2014 and 2017.
Holding the line: fiscal discipline takes centre stage
National Treasury Director-General Duncan Pieterse says South Africa’s core fiscal challenge is structurally low economic growth that trails population expansion.
Smart tech boosts compliance, yet R646bn tax debt looms large
Using AI and third-party data, SARS identified some 100 000 high-income earners who were not registered for tax.
A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
ConCourt clarifies high bar for constructive dismissal claims
Employees cannot resign based on anticipated workplace changes and claim constructive dismissal. Intolerability must be proved – and internal remedies must be exhausted first.
High Court warns: defamatory posts can cost you – dearly
Social media may feel informal, but legally it is still publication. And publication – if defamatory – can lead to court orders, retractions, and substantial legal costs.
Ruling confirms consumers may go straight to court under the CPA
The judgment also reinforces that generic voetstoots clauses or poorly explained limited warranties cannot waive statutory rights under the CPA.
