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,…
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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…
You can close a bank account and cancel a medical aid before you board the plane. But your South African retirement annuity is different. It stays exactly where it is,…
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…
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…
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…
When planning your emigration from South Africa, fun and exciting tasks can come with your move, such as picking a new home, finding the right job that makes it worth…
Is your estate plan truly secure? Do you know precisely where your assets will go? The answer often lies in the details, specifically, your beneficiary nominations. While estate planning in…