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…
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Where you spend your retirement isn’t just a lifestyle question. It’s also a financial one, and the numbers can look very different depending on which side of the border you’re…
Retiring abroad is exciting, but it also raises important questions. For example, what happens to your South African pension income once you leave the country? In many cases, the answer…
Quick answer: South African expats may access their retirement annuity before age 55 if they have ceased South African tax residency and maintained non-resident status for three consecutive years. For…
If you’re a South African planning a permanent move abroad, you’ve probably found yourself wondering on more than one occasion: What happens to my retirement annuity if I emigrate? More…
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…
Moving abroad is exciting, but if you’ve got a retirement annuity in South Africa, accessing that money from overseas can feel a little overwhelming. Many expats think it’s as simple…
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’ve invested in a retirement annuity in South Africa, you’ve already made a smart move for your financial future. These investments come with great tax benefits and help you…
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…