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…
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Budget 2026 brings several inflation-related threshold increases and one important policy change. Most updates are routine adjustments for economic changes, but a new rule will affect tax planning for South…
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…
Packing up your life to move abroad is a massive adventure, but it comes with a checklist of complex financial decisions. Whether you’re swapping a braai on the Highveld for…
If you’ve made the move abroad and left your retirement savings in South Africa, you’re not alone—many expats find themselves in the same boat. While settling into a new country…
If you’ve invested in a retirement annuity in South Africa, you’ve already made a smart move for your financial future. These investments come with great tax benefits and help you…
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…
South Africa’s two-pot retirement system came into effect on 1 September 2024, marking a major shift in how retirement savings are managed, accessed, and preserved. Whether you’re living abroad or…