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…
Read More
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…
Saving for your retirement is one of the most important things you can do for yourself during the course of your working life. In South Africa, a retirement annuity with…
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…
Chances are that you’ve just been plugging away at your retirement annuity savings without much thought since you signed up for that retirement policy with Old Mutual when you first…
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…
Retirement annuities are financial products offered by insurance providers in order to make it easier for South Africans to save in a tax efficient manner for their golden years. But…
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…
When you’re looking into leaving South Africa, it’s highly likely you’re going to want to take your finances with you. While this can sometimes be a complicated process depending on…