Nine things you may not know about retirement annuities
We’re all familiar with the term ‘retirement annuity’ and the significant tax benefits associated with this type of investment vehicle, but there are some [.....]
3
02, 2022
27
11, 2021
New SARS approvals on purchasing an annuity at retirement
Binding General Ruling (BGR) 58Â (issued under section 89 of the Tax Administration Act 28) is now final. It follows the withdrawal of GN 18 [.....]
16
11, 2021
Key decisions to be made at retirement
The stress that inevitably comes with formal retirement is often exacerbated by the sheer number and complexity of critical decisions that need to be [.....]
26
10, 2021
Preservation Funds: Pre-Retirement Investment Vehicles
Preservation funds are specifically designed to preserve accumulated capital which is intended for retirement and make an attractive option for those leaving employment through [.....]
19
10, 2021
Choosing a Living Annuity: What you need to know
Before purchasing a living annuity, it is important to fully understand what you are signing up for. When retiring from your pension, provident, preservation [.....]
20
09, 2021
Different ways you can save for education
From unit trusts to tax free plans, here are the different ways for families to save for education. In today’s modern world, you’re faced [.....]
6
08, 2021
Preservation funds: Your questions answered
What is a preservation fund? A preservation fund is a retirement fund and, as such, falls within the auspices of the Pension Funds Act [.....]
31
07, 2021
The emergency fund: A financial planning fundamental
The humble emergency fund is an often-overlooked but fundamentally essential component of one’s overall financial portfolio and serves a number of key functions in [.....]
6
07, 2021
Choosing the most appropriate savings vehicle
With it being National Savings Months, this article takes a closer look at seven vehicles which can be used to house your savings, how [.....]
5
07, 2021
Important things to know about endowments
Endowments offer tax benefits to investors with a marginal tax rate of more than 30%, as it will reduce the tax payable on your [.....]
