Blog Archives

Legislation and retirement funds

A look at some of the recent changes as well as some of the proposed changes that will have an impact on the retirement fund industry.

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Retiring or withdrawing? Think carefully before sending us the form

You need to ensure you understand and carefully consider the tax implications of your decision before submitting an instruction.

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The 6 Ps of a successful retirement plan

The 6 Ps of a successful retirement plan

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Make a Plan

You need a retirement plan. Not because you need a retirement plan, but because you need to go through the planning process.

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Life in a month

Consider your life in a single month and how much time you have to save.

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Pension reform principles signal direction

According to the Sanlam Benchmark Survey 2015, the current position of South African retirees is far from desirable with around 60% of pensioners living with monthly expenses exceeding their monthly income.

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The hard truth on saving for retirement

We focus on key realities of savings in South Africa.

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Delays in Retirement Reform

Treasury recently announced that some of the proposed changes introduced as part of retirement reform would be delayed. This led to confusion as to what was going ahead and what was delayed. Fortunately, the revised draft Taxation Laws Amendment Bill was recently released and clarifies some of the confusion raised.

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Employee options – making an informed decision about your retirement savings

Make an informed choice about the retirement fund options that your employer offers.

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Managing risk and tax on retirement

The annual SARS statistics report reveals valuable data. Professor Lester looks at the positive aspects of tax reform, and particularly the better tax deal given to retired taxpayers.

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