For many South Africans, the dream of relocating to a new country becomes a real possibility around retirement age. With changing life circumstances, a move abroad can be an exciting…
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The South African Parliament is on the verge of passing a groundbreaking bill that could reshape how citizens access their retirement savings. The National Council of Provinces (NCOP) recently adopted…
As you plan your financial migration as part of your permanent relocation from South Africa, you’re probably wondering what you should do with your retirement annuity. It’s a big decision…
The idea of leaving South Africa permanently for a new adventure abroad is an exciting prospect. Yet, amidst the packing and planning, the reality of having to navigate the complexities…
Retirement annuities are a popular retirement planning option in South Africa. According to the South African Reserve Bank, assets in retirement annuities totaled R2.9 trillion at the end of June…
As the retirement annuity encashment specialists of choice for South African expats, we get asked a lot of questions about retirement funds and emigration. To make it easier for South…
55 is the legislative age at which retirement from your retirement investments becomes an option. Yes, it is all there in the name and you probably already know this. However,…
Retirement annuities (RAs) are tax-efficient investments that allow South Africans to save for their golden years – contributions are tax-deductible if the income is earned in South Africa. Essentially a…
It’s a question that’s top of mind for most South Africans who have relocated abroad permanently: Once I’ve ceased tax residency in SA, how long before I can cash in my retirement…
Since formal emigration has been phased out, the question we hear most often from people is: what happens to my South African retirement annuity when I emigrate? For those South Africans who…