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South Africa Case Law

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Banking And Finance [2023] ZAGPJHC 1005

Lekota v Sentinel Retirement Fund

Lekota v Sentinel Retirement Fund [2023] ZAGPJHC 1005 (7 September 2023)

The court dismissed a member’s bid to convert an elected pension annuity into a full lump sum, holding the election irrevocable and the complaint res judicata.

  • Pension Fund Rules
  • Irrevocable Election
  • Res Judicata
  • Income Tax Act Compliance
  • Pension-fund-rules
  • Irrevocable-election
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Civil Procedure [2019] ZASCA 42

Municipal Employees Pension Fund and Another v SAMWU National Provident Fund and Another (1412/2018)

Municipal Employees Pension Fund and Another v SAMWU National Provident Fund and Another (1412/2018) [2019] ZASCA 42 (29 March 2019)

The Supreme Court of Appeal held that rule 3.2.1 of the Fund unambiguously prohibits members from withdrawing from the Fund while they remain in service with the Municipality. Section 13A(5) of the Pension Funds Act only permits transfer of benefits after membership has ceased in accordance with the Fund's rules, and section 14 does not apply to individual voluntary withdrawals. The rules are consistent with the requirements of the Income Tax Act for provident fund approval and serve to ensure the stability and viability of the Fund. The constitutional challenges were rejected: compulsory mem…

  • Pension Fund Rules
  • Termination Of Membership
  • Transfer Of Benefits
  • Freedom Of Association
  • Income Tax Act Compliance
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Labour Law [2009] ZALC 248

Naidu and Others v South African Bureau of Standards (D238/08)

Naidu and Others v South African Bureau of Standards (D238/08) [2009] ZALC 248 (16 March 2009)

The court dismissed a challenge to SABS’s vehicle allowance restructuring, finding it was required to comply with tax law and not a unilateral contract variation.

  • Remuneration Structure
  • Unilateral Variation Of Contract
  • Vehicle Allowance
  • Income Tax Act Compliance
  • Remuneration-structure
  • Unilateral-variation
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Labour Law [2009] ZALCD 12

Naidu and Others v South African Bureau of Standards (D238/08)

Naidu and Others v South African Bureau of Standards (D238/08) [2009] ZALCD 12 (16 March 2009)

The court held that SABS could restructure vehicle allowances to comply with tax law, and dismissed the claim that the change was an unlawful unilateral variation.

  • Remuneration Structure
  • Unilateral Variation Of Contract
  • Vehicle Allowance
  • Consultation And Negotiation
  • Income Tax Act Compliance
  • Vehicle-allowance
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South Africa decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.