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…
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Not all change is bad, however, as these legislative amendments were intended to simplify processes that had become unnecessarily complicated. Here’s what you need to know about early retirement annuity…
So you’ve probably heard there have been some changes this year to South African tax law that affect the way expats can access their retirement savings, effectively placing a three-year…
The South African Reserve Bank recently confirmed that they are investigating the possibility of launching a “digital rand” and that this research should be complete sometime next year. A rising…
If you’re wondering whether it’s possible for you to transfer funds from a retirement annuity (RA) to a preservation fund, you’ll be pleased to know that we’ve got the answers…
The focus and intent of this document is to collaborate with National Treasury and the South African Revenue Service (SARS) with the view to share our learnings obtained whilst extensively…
If you’ve ever found yourself awake at 3AM, pondering the big questions in life – like, what’s the difference between retirement annuity and pension fund – then this post is…
South Africans all over the world are feeling the financial pressure caused by the COVID-19 pandemic. Most people have had their hours reduced, their pay cut and many are facing…
Saving for your retirement is one of the most important things you can do for yourself during the course of your working life. In South Africa, a retirement annuity with…
You’ve been paying diligently into your South African retirement annuity fund your whole life, and now you’re ready to take it to the next level. You’re ready to retire. What…