The Essentials of Retirement Fund Management in Southern Africa explains in clear and practical terms, the various aspects of the retirement fund industry in South Africa (and those of Namibia and Botswana), as well as laying down the practical steps to achieve effective retirement planning. It includes a discussion of the legislation, rules and codes of conduct that strictly control the inflow and outflow of money in a retirement fund, and of the documents and legal principles governing the duties and responsibilities of retirement fund trustees. The full text of the Pension Funds Act 24 of 1956 and regulations are included for ease of reference. The looseleaf format allows for regular updating.

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Chapter 1 – Purpose and Nature of Retirement Funds
Chapter 2 – Financial and Investment Principles
Chapter 3 – Investment Performance Surveys
Chapter 4 – Documents of the Retirement Fund
Chapter 5 – Parties to the Fund
Chapter 6 – Duties and Responsibilities of Trustees
Chapter 7 – Tax
Chapter 8 – Namibia
Glossary of terms