It’s a question that we encounter frequently from South Africans living abroad or planning to move abroad: do I qualify for a state pension in South Africa, and if I…
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The focus and intent of this document is to collaborate with National Treasury and the South African Revenue Service (SARS) with the view to share our learnings obtained whilst extensively…
Pension funds, provident funds, pension preservation funds – they all sound the same, right? Not exactly. There are a few major differences and similarities between these retirement investment vehicles; and…
If you’ve ever found yourself awake at 3AM, pondering the big questions in life – like, what’s the difference between retirement annuity and pension fund – then this post is…
If you’ve recently relocated to Australia or you’ve been living down under for some time already, transferring your South African pension to Australia is going to be a priority for…
It’s a question that around 246 000 South Africans expats living in the UK will face at some point: is it possible to transfer a pension from South Africa to…
Can I withdraw my pension fund? What are the rules around pension fund withdrawals in South Africa? Will I have to pay tax on my pension fund withdrawal? If you’ve…