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…
Leaving South Africa is rarely just one decision. It’s many smaller decisions made while packing up a life. Like which visa to apply for and what to do with the…
Packing up your life to move abroad is a massive adventure, but it comes with a checklist of complex financial decisions. Whether you’re swapping a braai on the Highveld for…
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…
So, you’ve booked the one-way flight, wrapped up your farewell braai, and packed your suitcase (with a sneaky stash of Mrs Ball’s chutney). You’re ready to start your next chapter…