In this newsletter:
Benchtest 05.2012, RFS news, latest developments concerning Namfisa reporting, a review of key changes to regulation 29, a fresh approach to unlisted investments, new forms of land tenure and more...
Namfisa expressed its desire to adapt its reporting requirements in order to minimize any additional costs of such reporting. It was agreed that it would arrange a follow up meeting with all administrators to discuss detail concerning the information that Namfisa indicated it would require. We believe it is essential that the asset managers should be present at such a meeting or that Namfisa needs to arrange a separate meeting with asset managers to discuss the detail concerning the reporting on fund investments.
Regulation 29 – where to from here?
Interesting media snippets
What makes a valid will
An article, first published in Personal Finance Magazine, a publication of Independent Newspapers, exemplifies a number of key factors that you need to observe when you make your will. Read more on a topic that is neglected too often, here...
Whose estate is it anyway?
Tiny Carrol, a fiduciary specialist with Sanlam says, "I often say to clients that “Estate planning is like dealing with a backache – sometimes all it requires is a visit to the Chiropractor for an alignment to feel some relief.” In the same way, an estate planning process involves the alignment of your estate planning instruments for your benefit during your lifetime and the benefit of your ultimate beneficiaries." Read more in the article published by Money Marketing, here...