You have left South Africa for good, but your retirement savings are still here. So, what can you do about that? Ceasing South African tax residency does not release your…
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If you have worked for a few different employers in South Africa, or had more than one advisor, your retirement savings are probably spread across several funds. A preservation fund…
If you take cash out of a South African retirement fund before you retire, the amount you receive is not the amount you asked for. SARS taxes the withdrawal first,…
If you have left the country, or you are planning to, your South African retirement annuity stays behind, until you do something about it. You have three broad choices. You…
If you have left the country and want to cash in your South African retirement annuity (RA), you have probably run into the “3-year rule”. It is one of the…
If you’re a South African living abroad—or planning to relocate—you may be wondering what happens to the retirement savings South Africa has helped you build. A common question is: “Can…
Permanently relocating from South Africa to another country is a huge, life-altering decision that triggers a complex web of logistical and emotional challenges. Among these challenges, proper management of your…