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Tag: retirement fund

Consult a professional financial advisor

The investment landscape has changed profoundly over the past decade, making it easier than ever for individuals to take control of their own investment portfolios. It’s a simple matter for nearly anyone to trade shares via their online banking platform, for example, or to access a range of funds and products from an online stockbroker or wealth management firm.

BOOK REVIEW | Expatriate Tax

With the effective date of 01 March 2020 for the ‘expat tax’ drawing closer, South African expatriates, their employers and tax advisors have little time to come to grips with the impact that this tax policy and law change will have on them personally.

Legal principles that distinguish a retirement fund from the employer 

It may surprise many employers to realise that there are currently no legal obligations placed on employers to give an employee any retirement benefits, and very often the employee is left to make his own arrangements.  

The role of the stokvel in the organisation

South Africans are well-known for their participation in stokvel saving schemes where members contribute a fixed monthly amount that is paid out to a specific member on a specified date. Employers can integrate these payments into existing processes to make it safer and more convenient for those members.

Emigrating – what happens to your retirement fund benefit?

Expected changes to the income tax laws in March 2019 will allow members who emigrate before they reach retirement date more flexibility to withdraw their retirement funds when they leave the country.

Investment case for unlisted property

Commercial property forms an important part of the investable asset universe. Although dependent on relevance of location and the property assets in question, commercial property offers stable growth and income returns coupled with a reasonable level of inflation protection. 

Tax impact on your retirement savings

Despite the tax benefits on retirement contributions and the tax free growth, the fact that pension income benefits are ultimately taxed has led people to question whether saving in a retirement fund really is better than making your own retirement savings arrangements with after-tax earnings.

FEATURE | Your Wealth

Protecting and growing wealth is critical in the current local and global economic and political climates, in order to take care of yourself and your family. For investors to accumulate wealth, a target, strategy and implementation plan is required.
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