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…
Read More
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,…
Where you spend your retirement isn’t just a lifestyle question. It’s also a financial one, and the numbers can look very different depending on which side of the border you’re…
If you’re a South African planning a permanent move abroad, you’ve probably found yourself wondering on more than one occasion: What happens to my retirement annuity if I emigrate? More…
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…
Moving abroad is exciting, but if you’ve got a retirement annuity in South Africa, accessing that money from overseas can feel a little overwhelming. Many expats think it’s as simple…
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…
If you’re a South African expat planning to withdraw your retirement annuity, there’s an important regulatory change you need to know about. The South African Revenue Service (SARS) has introduced…
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…
If you’ve waved goodbye to South Africa permanently, and you’re currently in the process of wrapping up your financial and tax affairs from abroad, there’s a strong possibility you’re considering…