South Africa: Retirement, Superannuation & Pensions

A South African court examined whether an employer could recover over R2.5 million in salary payments from a former employee's pension fund, alleging he failed to work for nearly three years. The case tested the limits of statutory protections for retirement benefits and the evidentiary burden employers must meet when seeking to access pension funds under section 37D of the Pension Funds Act.

Returning to South Africa involves more than relocating. Becoming a South African tax resident can affect your worldwide income, offshore assets, estate planning and retirement savings. Reviewing your structures before you return can help avoid unnecessary tax exposure and preserve long-term flexibility.

The Protection of Personal Information Act, 2013 (“POPIA”), in regulating an additional and more protected category of personal information, generally prohibits the processing of special personal information...

When employers inappropriately impose the normal retirement age of 65. Slabbert v Muji Motor Group (Pty) Ltd (2024) 45 ILJ 2817 (LC)The above matter came before the Labour Court as an automatically unfair dismissal.

Pension fund contributions are not discretionary payments; they are statutory obligations. Employers who fail to comply with these requirements not only prejudice their employees but also risk significant legal consequences.

The recent judgment of Municipal Workers' Retirement Fund v Mafube Local Municipality and Others highlights the severe consequences of failing to meet statutory obligations...

Cohabitation relationships refer to the act of living together with someone in an intimate and committed relationship without being married or in a civil partnership.

Regardless of if you're a small business entrepreneur or a medium-sized business owner, planning for a family, or just married, a Will is one of the most crucial documents you'll ever sign.

The National Treasury and Parliament have introduced a new retirement system to replace the current Pension and Provident retirement systems.