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Cashing in your SA retirement annuity after tax emigration – how long must you wait now?
It’s a question that’s top of mind for most South Africans who have relocated abroad permanently: Once I’ve ceased tax residency in SA, how long before I can cash in my retirement annuity? Whether that relocation was recent or took place some time ago, it’s a question...
Living annuities vs guaranteed life annuities: what is the difference?
At retirement, you’ll be faced with one of the most important decisions of your life, and it’s likely that you’ll have to have to choose between a living annuity and a guaranteed life annuity. Regardless of other investments you hold, if you belong to a retirement...
Accessing retirement fund withdrawal benefits on emigration – changes effective 01 March 2021
The Taxation Laws Amendment Act 23 of 2020 (TLAA 2020) was passed into our law books on 20 January 2021. In doing so, changes were introduced that effectively reset the opportunity in our tax law that allowed South African tax residents to access their retirement fund...