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…
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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,…
If you have left the country, or you are planning to, your South African retirement annuity stays behind, until you do something about it. You have three broad choices. You…
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…
Picture this: You’re living the expat life, enjoying the experience, the culture, and your new adventure. Nice, right? But when was the last time you thought about your retirement annuity…