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THE SUPREME COURT OF APPEAL OF SOUTH AFRICA
JUDGMENT
Reportable
Case No: 18/2023In the matter between:
OLD MUTUAL UNIT TRUST MANAGERS LIMITEDAPPELLANTand
LIVING HANDS (PTY) LTD
WILHELMINA JACOB LUBBERS
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What is old mutual unit trust?
Old Mutual Unit Trusts are investment vehicles that pool funds from multiple investors to invest in a diversified portfolio of assets, managed by skilled investment professionals, enabling individuals to invest in various markets.
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Individuals or entities that have invested in Old Mutual Unit Trusts and are required to report their investment returns for tax purposes must file.
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To fill out an Old Mutual Unit Trust form, investors must provide their personal details, investment details, and any applicable financial information, ensuring accuracy to avoid penalties.
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The purpose of Old Mutual Unit Trusts is to provide investors with a managed investment solution that offers diversification, professional management, and the potential for capital growth.
What information must be reported on old mutual unit trust?
Investors must report their investment amount, any earnings or dividends received, and any capital gains generated from the Old Mutual Unit Trust investments.
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