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…
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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…
Don’t let your family inherit a legal headache in two countries. If your assets sit in two countries, having a single will may be setting your family up for exactly…
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…
When a South African expat permanently returns to South Africa, it has important tax consequences. This is especially relevant to expats with foreign income. It will also affect anyone with…
For many South Africans living abroad, ceasing South African tax residency feels like a clear milestone that’s naturally achievable. You’ve moved overseas, started a new job, opened local bank accounts…
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…
Quick answer: South African expats may access their retirement annuity before age 55 if they have ceased South African tax residency and maintained non-resident status for three consecutive years. For…
Thinking about swapping braais and biltong for beaches in Portugal or the urban buzz of London? Moving abroad is thrilling, but it comes with more than packing boxes and booking…