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…
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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…
Many South Africans who have settled overseas for good want to tidy up their finances and move their South African retirement funds offshore. But the introduction of the two-pot retirement…
You’ve done it – you’re finally making the move abroad. Between visa applications, relocation plans, and farewell dinners, it’s easy to overlook one small detail with big consequences: your money…
If there is one thing we have learned from helping thousands of South Africans abroad, it is this: life does not wait for the paperwork to catch up. Too often,…
If you’re a South African expat, you’ve probably got more than one loose end left back home – especially when it comes to your retirement savings. Whether we’re talking retirement…
Okay, picture this: you’ve worked hard, and now, your retirement’s on the horizon. Maybe you’re even thinking, “Hey, why not spend my golden years somewhere new?” Many South Africans feel…
Leaving South Africa for a new adventure is exciting, but worrying about your hard-earned assets and investments can dampen your mood. This guide explains what happens to your assets when…