If you’re wondering whether it’s possible for you to transfer funds from a retirement annuity (RA) to a preservation fund, you’ll be pleased to know that we’ve got the answers…
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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…
Retirement annuities are fantastic long-term, tax-efficient savings vehicles designed to set you up for your golden years – but what happens if you no longer plan to retire in South…
South Africans living and working abroad should take note of upcoming tax and exchange control amendments that could potentially affect tax affairs and finances from next year. In case you…
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…
Retirement annuities (RAs) are designed with long-term saving in mind. Legislation surrounding the governance of RAs is extremely strict, and access to the funds in your retirement annuity is tightly…
If you’ve moved to the UK or a move is in the cards for you, one of the things you’re going to have to think about when planning your future…
The good news is that you are entitled to cash in your retirement annuity if you have emigrated from South Africa. You may have left South Africa a couple of…
Even though the rules around accessing your retirement annuity are fixed, South African expats can legally access and transfer the proceeds of their South African retirement annuity abroad. Here’s what…
On home soil your options are limited, but once you emigrate, you’re entitled to cash in and transfer your retirement annuity funds abroad. Here’s what expats need to know about…