Retirement fund

October 20, 2022

Distributing retirement fund death benefits

Making benefit allocations equitably and fairly As per Section 37C of the Pension Funds Act, once trustees have identified dependants of a deceased member, the next […]
December 13, 2021

Controversial tax proposal on retirement savings withdrawn

When an individual ceases to be a South African tax resident prior to retirement from a South African retirement fund and becomes tax resident of another […]
July 4, 2019

Tax neutral transfers between retirement funds

The 2019 tax legislation amendment cycle commenced on 25 June, when National Treasury issued the initial batch of the Draft Taxation Laws Amendment Bill which covers […]
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