Your first year abroad is busy. You’re finding a home, starting a job and getting the kids settled. Your South African finances tend to slide down the list, and a…
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If you left South Africa before 1 March 2021 and still have money in a South African retirement annuity or preservation fund, you can withdraw it once you have been…
You have left South Africa for good, but your retirement savings are still here. So, what can you do about that? Ceasing South African tax residency does not release your…
If you have worked for a few different employers in South Africa, or had more than one advisor, your retirement savings are probably spread across several funds. A preservation fund…
If you take cash out of a South African retirement fund before you retire, the amount you receive is not the amount you asked for. SARS taxes the withdrawal first,…
Retiring abroad is exciting, but it also raises important questions. For example, what happens to your South African pension income once you leave the country? In many cases, the answer…
Retirement is meant to be a time for sunsets, not spreadsheets, but if you’re planning to spend your golden years overseas, it’s important to know how your South African pension…
Thinking about cashing out your pension or provident fund? Whether you’re retiring in South Africa or setting up to live offshore as an expat, it’s important to know how your…
Retirement planning is a big deal but often, when we start saving, retirement is still a vague milestone in the distant future. So much can change in the time between…
Tax matters for expats are getting increasingly complicated. This is because the South African Revenue Service (SARS) has taken a renewed interest in expats earning an income abroad since 1…