During The Allan Gray Edge webinar held on 3 March 2026, Carla Rossouw, head of Tax and Wynand van der Berg, business analyst in the Retail Product Development team discussed the circumstances under which excess contributions to retirement funds can be advantageous and scenarios where they may not be the optimal choice. They shed light on frequently asked adviser and client questions and examined practical examples to illustrate how excess contributions can be applied in practice. Watch the 40-minute recording below.
Note for financial advisers: To claim continuous professional development (CPD) points, where applicable, click here.
See more from The Allan Gray Edge 2026:
- Insights on blended annuities - presented by Shaun Duddy
- Considerations for transferring from discretionary investments to endowment wrappers - presented by Guané Coetzer
- Safeguarding your clients and practice against fraud - moderated by Taryn Duncan