As a South African expat, staying informed about changes in your home country’s financial landscape is crucial, especially when it comes to your hard-earned retirement savings. The recent introduction of…
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Clarifying the three-year rule – you don’t need to wait three years to tax emigrate after relocating
Despite having been in effect for a number of years already, there is a fair amount of uncertainty about how tax emigration and retirement annuity withdrawals work in South Africa,…
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…
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…