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…
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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…
Can SARS tax you on your way out the door? Yes, but not on everything, and not in the way most people expect. The South African exit tax is a…
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…
When one partner leaves South Africa before the other, the two of you end up with different tax residency statuses. That mismatch brings real financial planning risks. It affects the…
Once you’ve watched the short video below, you’ll see that physically leaving South Africa does not automatically end your tax obligations with the South African Revenue Service (SARS). This is…
Relocating overseas is a major life decision. But from a tax perspective, booking a one-way flight is only part of the process. If you are living abroad or planning an…
Managing expat tax in South Africa can be unexpectedly complex, especially when it comes to receiving a SARS tax refund. Many South Africans living abroad only discover an issue when…
Living abroad is exciting — new experiences, new opportunities, and sometimes, a new set of tax rules to navigate. The truth is, many South Africans overseas end up paying more…