SRIs and Trustees’ Investment Powers (125 kb PDF)Socially Responsible Investing (75 kb PDF)King III and Socially Responsible Investing by Retirement Funds (75 kb PDF)How Much to Commute “Tax Efficiently” at Retirement (75 kb PDF) Baobab Bulletin for February 2010 In this edition Bond Reduction or Preservation? (130 kb PDF)King III and Retirement Funds (250 kb PDF)The King III Code of Governance (260 kb PDF)The Power of Lifestage Investing (100 kb PDF) Baobab Bulletin for October 2009 In this edition Selecting Retirement Planning Software (150 kb PDF) Implemented Benefit Consulting (330 kb PDF) The Adjudicator’s Scorecard (280 kb PDF) Communication Strategies (150 kb PDF) Simeka News (610 kb PDF) Baobab Bulletin for June 2009 In this edition Retirement strategies and the need for adequate savings (185 kb PDF) Tax status of beneficiary funds revisited (200 kb PDF) The power of preservation (35 kb PDF) Passive investment management (65 kb PDF) Peer group benchmarks (60 kb PDF) Retirement reform a pressing priority? (70 kb PDF) Baobab Bulletin for February 2009 In this edition How to choose your trustees (970 kb PDF) Empowering members to make informed retirement decisions (55 kb PDF) Taxation of withdrawal benefits simplified (120 kb PDF) Beneficiary funds (190 kb PDF) Tax advantages of beneficiary funds (90kb PDF) Investment objectives (50 kb PDF) Baobab Bulletin for July 2008 In this edition The 2008 Retirement Surveys (300 kb PDF) Member concerns about the retirement reform process (100 kb PDF) The changing roles and function of the principal officer (150 kb PDF) Guaranteed vs Flexible annuities (200 kb PDF) The value of staying in a volatile market (100kb PDF) Member concerns: rising inflation and interest rates (300 kb PDF) Inflation: impact on pension & salary increases (250 kb PDF) Baobab Bulletin for February 2008 In this edition To participate in an umbrella fund? (300 kb PDF) The 2008 Budget and retirement reform (150 kb PDF) The draft social security and retirement reform network (150 kb PDF) Which umbrella fund? (200 kb PDF) To train or not to train? (200 kb PDF) Baobab bulletin for September 2007 In this edition Progress on Retirement Reform (300 kb PDF) Divorce: introducing the clean-break principle (250 kb PDF) PF 130 on investment strategies (100 kb PDF) The status of persons nominated as beneficiaries (350 kb PDF) Taxation of approved benefits on death (50 kb PDF) Baobab bulletin for March 2007 In this edition Getting ready for 2010 (200 kb PDF) Surplus - what now? (200 kb PDF) Social security and Retirement Reform: Implications for funds (100 kb PDF) Direct Home Loans v Housing Sureties (250 kb PDF) The effect of the Proposed New Tax-Free Lump Sum Threshold (100 kb PDF) Do Principal Officers require additional PI cover? (150 kb PDF) Baobab bulletin for October 2006 In this edition Another chapter in the rich history of our surplus legislation (150 kb PDF) BBBEE what are the Trustees duties? (200 kb PDF) Proposed changes to the treatment of retirement fund benefits on divorce (250 kb PDF) Is your funds retirement provision sufficient? What should Trustees do to address the issue? (200 kb PDF) Estate duty and income tax implications of death benefits (200 kb PDF) A Risk Based Approach to Supervision (100 kb PDF) Baobab bulletin for June 2006 In this edition Beauty or Beast? Some ideas on the One-stop-shop business model (150 kb PDF) Managing the increasing cost of risk benefits (250 kb PDF) Implementing Optimal Investment Strategies (100 kb PDF) And now healthcare for (almost) all (50 kb PDF) Addressing the retirement needs of low income earners (100 kb PDF) Corporate Social Investment (CSI) (150 kb PDF) The 2006 Retirement Industry Surveys (100 kb PDF) Baobab bulletin for February 2006 In this edition Editorial (350 kb PDF) Trustee responsibilities in respect of investments in DC funds (450 kb PDF) Luck versus skill (450 kb PDF) Take two aspirins and call me in 2007 (550 kb PDF) Retirement funds face increased costs (400 kb PDF) Fund governance and investment strategy (450 kb PDF) Investments and SRIs and the trustees' fiduciary duties (500 kb PDF)
Bond Reduction or Preservation? (130 kb PDF)King III and Retirement Funds (250 kb PDF)The King III Code of Governance (260 kb PDF)The Power of Lifestage Investing (100 kb PDF) Baobab Bulletin for October 2009 In this edition Selecting Retirement Planning Software (150 kb PDF) Implemented Benefit Consulting (330 kb PDF) The Adjudicator’s Scorecard (280 kb PDF) Communication Strategies (150 kb PDF) Simeka News (610 kb PDF) Baobab Bulletin for June 2009 In this edition Retirement strategies and the need for adequate savings (185 kb PDF) Tax status of beneficiary funds revisited (200 kb PDF) The power of preservation (35 kb PDF) Passive investment management (65 kb PDF) Peer group benchmarks (60 kb PDF) Retirement reform a pressing priority? (70 kb PDF) Baobab Bulletin for February 2009 In this edition How to choose your trustees (970 kb PDF) Empowering members to make informed retirement decisions (55 kb PDF) Taxation of withdrawal benefits simplified (120 kb PDF) Beneficiary funds (190 kb PDF) Tax advantages of beneficiary funds (90kb PDF) Investment objectives (50 kb PDF) Baobab Bulletin for July 2008 In this edition The 2008 Retirement Surveys (300 kb PDF) Member concerns about the retirement reform process (100 kb PDF) The changing roles and function of the principal officer (150 kb PDF) Guaranteed vs Flexible annuities (200 kb PDF) The value of staying in a volatile market (100kb PDF) Member concerns: rising inflation and interest rates (300 kb PDF) Inflation: impact on pension & salary increases (250 kb PDF) Baobab Bulletin for February 2008 In this edition To participate in an umbrella fund? (300 kb PDF) The 2008 Budget and retirement reform (150 kb PDF) The draft social security and retirement reform network (150 kb PDF) Which umbrella fund? (200 kb PDF) To train or not to train? (200 kb PDF) Baobab bulletin for September 2007 In this edition Progress on Retirement Reform (300 kb PDF) Divorce: introducing the clean-break principle (250 kb PDF) PF 130 on investment strategies (100 kb PDF) The status of persons nominated as beneficiaries (350 kb PDF) Taxation of approved benefits on death (50 kb PDF) Baobab bulletin for March 2007 In this edition Getting ready for 2010 (200 kb PDF) Surplus - what now? (200 kb PDF) Social security and Retirement Reform: Implications for funds (100 kb PDF) Direct Home Loans v Housing Sureties (250 kb PDF) The effect of the Proposed New Tax-Free Lump Sum Threshold (100 kb PDF) Do Principal Officers require additional PI cover? (150 kb PDF) Baobab bulletin for October 2006 In this edition Another chapter in the rich history of our surplus legislation (150 kb PDF) BBBEE what are the Trustees duties? (200 kb PDF) Proposed changes to the treatment of retirement fund benefits on divorce (250 kb PDF) Is your funds retirement provision sufficient? What should Trustees do to address the issue? (200 kb PDF) Estate duty and income tax implications of death benefits (200 kb PDF) A Risk Based Approach to Supervision (100 kb PDF) Baobab bulletin for June 2006 In this edition Beauty or Beast? Some ideas on the One-stop-shop business model (150 kb PDF) Managing the increasing cost of risk benefits (250 kb PDF) Implementing Optimal Investment Strategies (100 kb PDF) And now healthcare for (almost) all (50 kb PDF) Addressing the retirement needs of low income earners (100 kb PDF) Corporate Social Investment (CSI) (150 kb PDF) The 2006 Retirement Industry Surveys (100 kb PDF) Baobab bulletin for February 2006 In this edition Editorial (350 kb PDF) Trustee responsibilities in respect of investments in DC funds (450 kb PDF) Luck versus skill (450 kb PDF) Take two aspirins and call me in 2007 (550 kb PDF) Retirement funds face increased costs (400 kb PDF) Fund governance and investment strategy (450 kb PDF) Investments and SRIs and the trustees' fiduciary duties (500 kb PDF)
Selecting Retirement Planning Software (150 kb PDF) Implemented Benefit Consulting (330 kb PDF) The Adjudicator’s Scorecard (280 kb PDF) Communication Strategies (150 kb PDF) Simeka News (610 kb PDF)
Retirement strategies and the need for adequate savings (185 kb PDF) Tax status of beneficiary funds revisited (200 kb PDF) The power of preservation (35 kb PDF) Passive investment management (65 kb PDF) Peer group benchmarks (60 kb PDF) Retirement reform a pressing priority? (70 kb PDF)
How to choose your trustees (970 kb PDF) Empowering members to make informed retirement decisions (55 kb PDF) Taxation of withdrawal benefits simplified (120 kb PDF) Beneficiary funds (190 kb PDF) Tax advantages of beneficiary funds (90kb PDF) Investment objectives (50 kb PDF)
The 2008 Retirement Surveys (300 kb PDF) Member concerns about the retirement reform process (100 kb PDF) The changing roles and function of the principal officer (150 kb PDF) Guaranteed vs Flexible annuities (200 kb PDF) The value of staying in a volatile market (100kb PDF) Member concerns: rising inflation and interest rates (300 kb PDF) Inflation: impact on pension & salary increases (250 kb PDF)
To participate in an umbrella fund? (300 kb PDF) The 2008 Budget and retirement reform (150 kb PDF) The draft social security and retirement reform network (150 kb PDF) Which umbrella fund? (200 kb PDF) To train or not to train? (200 kb PDF)
Progress on Retirement Reform (300 kb PDF) Divorce: introducing the clean-break principle (250 kb PDF) PF 130 on investment strategies (100 kb PDF) The status of persons nominated as beneficiaries (350 kb PDF) Taxation of approved benefits on death (50 kb PDF)
Getting ready for 2010 (200 kb PDF) Surplus - what now? (200 kb PDF) Social security and Retirement Reform: Implications for funds (100 kb PDF) Direct Home Loans v Housing Sureties (250 kb PDF) The effect of the Proposed New Tax-Free Lump Sum Threshold (100 kb PDF) Do Principal Officers require additional PI cover? (150 kb PDF)
Another chapter in the rich history of our surplus legislation (150 kb PDF) BBBEE what are the Trustees duties? (200 kb PDF) Proposed changes to the treatment of retirement fund benefits on divorce (250 kb PDF) Is your funds retirement provision sufficient? What should Trustees do to address the issue? (200 kb PDF) Estate duty and income tax implications of death benefits (200 kb PDF) A Risk Based Approach to Supervision (100 kb PDF)
Beauty or Beast? Some ideas on the One-stop-shop business model (150 kb PDF) Managing the increasing cost of risk benefits (250 kb PDF) Implementing Optimal Investment Strategies (100 kb PDF) And now healthcare for (almost) all (50 kb PDF) Addressing the retirement needs of low income earners (100 kb PDF) Corporate Social Investment (CSI) (150 kb PDF) The 2006 Retirement Industry Surveys (100 kb PDF)
Editorial (350 kb PDF) Trustee responsibilities in respect of investments in DC funds (450 kb PDF) Luck versus skill (450 kb PDF) Take two aspirins and call me in 2007 (550 kb PDF) Retirement funds face increased costs (400 kb PDF) Fund governance and investment strategy (450 kb PDF) Investments and SRIs and the trustees' fiduciary duties (500 kb PDF)
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