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Tuis » Ernstig » Ekonomie & geldsake » Sanlam... inligting...?
Sanlam... inligting...? [boodskap #102134] Wo, 30 Maart 2005 14:15 na volgende boodskap
Ooskus  is tans af-lyn  Ooskus
Boodskappe: 15
Geregistreer: April 2004
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Junior Lid
Ek lees die volgende opskrif in Finansies en Tegniek se webtuiste:
Lesse van die Sanlam-uitspraak
DIE onlangse uitspraak van die Pensioenfondsberegtiger teen die Sentrale
Uittreeannuïteitsfonds (SUAF) en Sanlam maak steeds opslae en gaan wyd
weerklank vind
Verder kan ek niks uitvind nie, want om die artikel te lees moet ek inteken
(teen byna R500) op die gedrukte weergawe.
Nou wonder ek net of iemand nie dalk die artikel gelees het en vir my kan
vertel waaroor dit gaan nie - of dalk kan iemand die hele artikel scan en
plaas?
Ek sal dit baie waardeer.
Dankie solank.
Henry in Pennsylvania
Re: Sanlam... inligting...? [boodskap #102135 is 'n antwoord op boodskap #102134] Wo, 30 Maart 2005 14:19 Na vorige boodskapna volgende boodskap
Annette  is tans af-lyn  Annette
Boodskappe: 11114
Geregistreer: Augustus 2003
Karma: 1
Senior Lid
Gaan in op Sanlam se webblad, en vra hulle.
Miskien kry nog iets ekstra van hulle- soos kommentaar.
--
Groetnis
Annette

"Ooskus" skryf in boodskap news:CeqdnR8ZUbPvKdffRVn-og@comcast.com...
> Ek lees die volgende opskrif in Finansies en Tegniek se webtuiste:
> Lesse van die Sanlam-uitspraak
> DIE onlangse uitspraak van die Pensioenfondsberegtiger teen die Sentrale
> Uittreeannuïteitsfonds (SUAF) en Sanlam maak steeds opslae en gaan wyd
> weerklank vind
> Verder kan ek niks uitvind nie, want om die artikel te lees moet ek inteken
> (teen byna R500) op die gedrukte weergawe.
> Nou wonder ek net of iemand nie dalk die artikel gelees het en vir my kan
> vertel waaroor dit gaan nie - of dalk kan iemand die hele artikel scan en
> plaas?
> Ek sal dit baie waardeer.
> Dankie solank.
> Henry in Pennsylvania
>
Re: Sanlam... inligting...? [boodskap #102151 is 'n antwoord op boodskap #102134] Wo, 30 Maart 2005 19:22 Na vorige boodskapna volgende boodskap
Daun Johnson  is tans af-lyn  Daun Johnson
Boodskappe: 1155
Geregistreer: Januarie 2009
Karma: 0
Senior Lid
On Wed, 30 Mar 2005 09:15:09 -0500, "Ooskus" wrote:

> Ek lees die volgende opskrif in Finansies en Tegniek se webtuiste:
> Lesse van die Sanlam-uitspraak
> DIE onlangse uitspraak van die Pensioenfondsberegtiger teen die Sentrale
> Uittreeannuïteitsfonds (SUAF) en Sanlam maak steeds opslae en gaan wyd
> weerklank vind
> Verder kan ek niks uitvind nie, want om die artikel te lees moet ek inteken
> (teen byna R500) op die gedrukte weergawe.
> Nou wonder ek net of iemand nie dalk die artikel gelees het en vir my kan
> vertel waaroor dit gaan nie - of dalk kan iemand die hele artikel scan en
> plaas?
> Ek sal dit baie waardeer.
> Dankie solank.
> Henry in Pennsylvania
>

Hallo Henry,

Baie toevallig dat jy dit vanaand vra, want ek is vanmôre in verband
met dit geskakel. Ek het gevra dat die brief na my ge-epos word, en
toe ek jou brief lees het ek dit gaansoek. Tussen 54 waarvan die
oorgrote meerderheid natuurlik spam is:-)

Ek las die eerste twee paragrawe hieraan - dit sal jy interessant vind

********************************************************

Attention: Mr DH DU PLESSIS

E-mail address: d...@durbs.com

The Old Mutual Staff Retirement Fund's (“the Retirement Fund”) Surplus
Apportionment Scheme (“SAS”) was submitted to the Financial Services
Board (FSB) for approval on 31 December 2003. Approval of the SAS was
received on 14 December 2004.

The Management Board of the Retirement Fund is pleased to confirm that
you qualify for a surplus award. For security reasons, we are not
divulging the amount in this letter, but if you contact the Benefit
Recovery Services Call Centre, they will advise you of the amount.

Application of Surplus Awards

In terms of General Note 29, issued by the South African Revenue
Services, any surplus awards to qualifying pensioners can only be
distributed as increases to their annuities purchased on retirement.
Commutation for cash of the additional pension is unfortunately not
permitted. A distribution in the form of an additional pension will be
taxed as a pension, in other words at your marginal tax rate.

Information Required

etc. etc. etc.
Re: Sanlam... inligting...? [boodskap #102152 is 'n antwoord op boodskap #102151] Wo, 30 Maart 2005 19:52 Na vorige boodskapna volgende boodskap
Daun Johnson  is tans af-lyn  Daun Johnson
Boodskappe: 1155
Geregistreer: Januarie 2009
Karma: 0
Senior Lid
Hier volg die volledige brief, Henry,
want miskien is daar meer inligting
wat vir jou van waarde is.:

*******************************************************

SURPLUS APPORTIONMENT TO ELIGIBLE PENSIONERS

The Old Mutual Staff Retirement Fund's (“the Retirement Fund”) Surplus
Apportionment Scheme (“SAS”) was submitted to the Financial Services
Board (FSB) for approval on 31 December 2003. Approval of the SAS was
received on 14 December 2004.

The Management Board of the Retirement Fund is pleased to confirm that
you qualify for a surplus award. For security reasons, we are not
divulging the amount in this letter, but if you contact the Benefit
Recovery Services Call Centre, they will advise you of the amount.

Application of Surplus Awards

In terms of General Note 29, issued by the South African Revenue
Services, any surplus awards to qualifying pensioners can only be
distributed as increases to their annuities purchased on retirement.
Commutation for cash of the additional pension is unfortunately not
permitted. A distribution in the form of an additional pension will be
taxed as a pension, in other words at your marginal tax rate.

Information Required

If you purchased your annuity on retirement from a registered assurer
(including Old Mutual) in terms of General Note 18 issued by the South
African Revenue Services, i.e. you have purchased the annuity in your
own name, please contact the relevant assurer to establish whether or
not the assurer is able to accept the surplus award in order to
increase your monthly annuity. Please request the Assurer to complete
the relevant section in the attached form.

If you purchased more than one annuity at the time of your retirement,
please provide the detail of the annuity to which the surplus award is
to be applied as an increase.

If the surplus award due to you is too small and the assurer is unable
to accept it to increase your existing annuity, the surplus award will
be paid in the form of a once-off taxable pension bonus. Pension
bonuses are not subject to the provisions of the Second Schedule to
the Income Tax Act and will therefore be taxed at your full marginal
tax rate.

Benefit Recovery Services (BRS) is acting on behalf of Old Mutual
Employee Benefits, the Retirement Fund's administrator, in managing
the return of documentation. Please return the option form and all
supporting documentation to Benefit Recovery Services, and NOT to Old
Mutual Employee Benefits.

In order to expedite the processing of your surplus award, please
return the fully completed enclosed form to the address provided
hereunder together with the relevant supporting documentation as soon
as possible.
Re: Sanlam... inligting...? [boodskap #102153 is 'n antwoord op boodskap #102134] Wo, 30 Maart 2005 20:02 Na vorige boodskapna volgende boodskap
Daun Johnson  is tans af-lyn  Daun Johnson
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Senior Lid
On Wed, 30 Mar 2005 21:50:43 +0100, camerama wrote:

>
> Hierdie laat my gelag opnuut deur die huis dawer!
> Wat 'n pak burokratise rooi tape.
>
> Patrick
>

Somtyds wanneer ek in die oggend met papierwerk
besig is, is hier 'n groep mense naby wat skaterlag.
Skaterlag so hard, asof dit belangrik is dat die ander
mense weet dat hulle lag. Ek het hulle al gevra om
hul vreugde by hul self te geniet, en verder pla dit
nie, behalwe dat dit irriterend kan wees; wanneer
iemand dit belangrik vind om gehoor te word.

DD
Re: Sanlam... inligting...? [boodskap #102158 is 'n antwoord op boodskap #102151] Wo, 30 Maart 2005 20:50 Na vorige boodskapna volgende boodskap
P & L  is tans af-lyn  P & L
Boodskappe: 46
Geregistreer: Julie 2003
Karma: 0
Volle Lid
Hierdie laat my gelag opnuut deur die huis dawer!
Wat 'n pak burokratise rooi tape.

Patrick

> Ek las die eerste twee paragrawe hieraan - dit sal jy interessant vind
>
> ********************************************************
>
> Attention: Mr DH DU PLESSIS
>
> E-mail address: d...@durbs.com
>
> The Old Mutual Staff Retirement Fund's (“the Retirement Fund”) Surplus
> Apportionment Scheme (“SAS”) was submitted to the Financial Services
> Board (FSB) for approval on 31 December 2003. Approval of the SAS was
> received on 14 December 2004.
>
> The Management Board of the Retirement Fund is pleased to confirm that
> you qualify for a surplus award. For security reasons, we are not
> divulging the amount in this letter, but if you contact the Benefit
> Recovery Services Call Centre, they will advise you of the amount.
>
> Application of Surplus Awards
>
> In terms of General Note 29, issued by the South African Revenue
> Services, any surplus awards to qualifying pensioners can only be
> distributed as increases to their annuities purchased on retirement.
> Commutation for cash of the additional pension is unfortunately not
> permitted. A distribution in the form of an additional pension will be
> taxed as a pension, in other words at your marginal tax rate.
>
> Information Required
>
> etc. etc. etc.
>
Re: Sanlam... inligting...? [boodskap #102211 is 'n antwoord op boodskap #102152] Vr, 01 April 2005 20:24 Na vorige boodskapna volgende boodskap
Ooskus  is tans af-lyn  Ooskus
Boodskappe: 15
Geregistreer: April 2004
Karma: 0
Junior Lid
Baie dankie, Dave. Waardeer dit baie.

Henry in Pennsylvania
Re: Sanlam... inligting...? [boodskap #102212 is 'n antwoord op boodskap #102211] Vr, 01 April 2005 21:02 Na vorige boodskap
DD  is tans af-lyn  DD
Boodskappe: 1166
Geregistreer: Junie 2003
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Senior Lid
On Fri, 1 Apr 2005 15:24:37 -0500, "Ooskus" wrote:

> Baie dankie, Dave. Waardeer dit baie.
>
> Henry in Pennsylvania
>

Plesier Henry, dit sou vir jou
die inligting besorg het wat
jy nodig gehad het. Daar is
nog een wat aan my moet
uitbetaal, en dié is nog nie
geprosseseer Dit beteken
dus dat almal nog nie
afgehandel is nie.

Dave
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