South Africans currently living abroad have until 28 February 2021 to use formal emigration as an immediate means by which to access their retirement annuities early. Thereafter expats will have…
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What is a living annuity? What is a life annuity? Is there a difference between the two, and when would you need to purchase and use these annuities? Life and…
Have you heard the latest news regarding the Draft Taxation Laws Amendment Bill that will change the way SA expats access their retirement annuity funds when emigrating from the country?…
If you’re wondering whether it’s possible for you to transfer funds from a retirement annuity (RA) to a preservation fund, you’ll be pleased to know that we’ve got the answers…
Retirement annuities are fantastic long-term, tax-efficient savings vehicles designed to set you up for your golden years – but what happens if you no longer plan to retire in South…
South Africans all over the world are feeling the financial pressure caused by the COVID-19 pandemic. Most people have had their hours reduced, their pay cut and many are facing…
Saving for your retirement is one of the most important things you can do for yourself during the course of your working life. In South Africa, a retirement annuity with…
You’ve been paying diligently into your South African retirement annuity fund your whole life, and now you’re ready to take it to the next level. You’re ready to retire. What…
Planning, saving and investing for your retirement is one of the most important things you can do during your working life. One of the most sensible ways that people prepare…
Retirement annuities (RAs) are designed with long-term saving in mind. Legislation surrounding the governance of RAs is extremely strict, and access to the funds in your retirement annuity is tightly…