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…
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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…
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…
You’ve done it – you’re finally making the move abroad. Between visa applications, relocation plans, and farewell dinners, it’s easy to overlook one small detail with big consequences: your money…
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…
Relocating from South Africa and adjusting to life abroad can feel overwhelming, with an endless list of tasks to complete. From settling into a new culture to managing cross-border finances,…
If you’re a South African expat receiving pension or annuity income from back home, there’s good news: you may qualify for relief from South African income tax or even a…
Emigration is a significant life change, and along with packing boxes and saying goodbyes, you’ll need to address your financial portfolio. Specifically, what happens to your investments when you leave…
If you’ve waved goodbye to South Africa permanently, and you’re currently in the process of wrapping up your financial and tax affairs from abroad, there’s a strong possibility you’re considering…
Planning to relocate from South Africa? Emigration can mark the start of a thrilling chapter for you, but amidst the whirlwind of logistics – visas, travel arrangements, settling into a…