by @Jaco van Tonder | Dec 7, 2023 | Investment / Asset Management, Retirement & Financial Planning, Retirement Annuities, Tax
Jaco van Tonder, Advisor Services Director, Ninety One Living annuities are never far from controversy in the South African advisory industry, as advisors and product providers debate the most appropriate application of these products to SA pensioners’...
by @Jaya Leibowitz | Nov 17, 2023 | 2-Pot system, Retirement & Financial Planning, Tax, Two-Component System, Two-pot system
Jaya Leibowitz, senior legal adviser at Allan Gray Big changes to the South African retirement system are coming, which may change how you interact with your retirement savings – including the ability to access a portion of your investment in an emergency....
by @Kobus Kunz | Oct 23, 2023 | Employee Benefits, Financial Tips, Investment / Asset Management, Retirement & Financial Planning, Tax
Kobus Kunz – Head of Consulting, Efficient Benefit Consulting In this last instalment of our comprehensive retirement series, we look at the harsh realities of the state of retirement planning in South Africa. What can you do today to ensure that you do...
by @Alix Moreillon | Oct 23, 2023 | Financial Tips, Retirement & Financial Planning, Retirement Annuities, SARS, Tax
Alix Moreillon, legal adviser at Allan Gray The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon, legal adviser at Allan Gray, clarifies when annuity income from a...
by @Adél Gräbe | Oct 20, 2023 | Education & Training, FSCA, Regulation 28, Section 37C, Tax
Adél Gräbe, Legal and Technical Specialist at Simeka Consultants and Actuaries Format of financial statements and regulation 28 quarterly reporting FSCA Communication 19 of 2023 was issued on 19 July 2023 to clarify the format to be used when submitting...
by @Kobus Kunz | Oct 6, 2023 | Employee Benefits, Financial Tips, Investment / Asset Management, Retirement & Financial Planning, Tax
Kobus Kunz – Head of Consulting, Efficient Benefit Consulting In our previous instalment, we discussed the four different retirement vehicles that you can include in your comprehensive retirement plan. In Part 3, we will look at the tax implications of...
