If you’re a South African expat living abroad with retirement funds back home, pay close attention. Changes that were made to tax laws last year effectively seek to prevent South…
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The 13th of October 2020 was a big day for recent and soon-to-be South African expats. It’s the day the National Treasury laid down the law and confirmed changes to…
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…
One of the smartest, most tax efficient ways to save for your golden years is by means of retirement annuities and other long term, goal-focused investments. Aside from checking on…
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…
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…
Many South Africans living abroad are unaware that their relocation abroad enables them to access certain financial investments like retirement funds a lot earlier than they would be able to…
We speak to quite literally hundreds of people from all over the world each and every month that want advice and guidance about what to do with retirement annuities they have…