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Articles tagged as "Retirement Annuity Fund"

Welcome amendments to retirement reform

By Richard Carter on 03 Feb 2016

The retirement reform amendments contained in the Taxation Laws Amendment Bill, which will come into effect on 1 March 2016, are a positive step by Treasury ...

More for the future you, less for the tax man

By Carla Rossouw on 14 Jan 2016

The tides are changing in the retirement savings space, with National Treasury encouraging us to save more for retirement by significantly increasing the tax...

Delays to retirement reform shouldn't mean delays to your retirement savings

By Richard Carter on 31 Mar 2015

In Quarterly Commentary 1, 2013 we wrote about retirement reform, discussing how the changes would affect existing and potential retirement fund members. Fas...

Consider your lifestyle inflation when saving for retirement

By Shaun Duddy on 25 Feb 2014

While most investors seem to understand the need to contribute consistently to their retirement funds, and to start saving as early as possible, many investo...

Group retirement annuities bolstered by retirement reform

By Gerhard Klinger and Debbie Ryan on 31 Mar 2013

You should not let the current uncertainty around retirement reform inhibit your willingness to save for your retirement; it is very difficult to make up for...

Retirement reform: How will the changes affect you?

By Richard Carter on 31 Mar 2013

With a very small percentage of South Africans able to support themselves financially in retirement, Treasury has been taking a thorough look at retirement...

February: A good month to review your retirement plans and bump up your retirement savings

By Wanita Isaacs on 19 Feb 2013

Don’t kid yourself that retirement planning is for those nearing retirement; the decisions you make early on have the greatest impact on your investment. The...

Retirement annuities: still an attractive choice for retirement savings

By Christo Terblanche on 09 Feb 2012

In light of changes to the legislation governing retirement funds, which now limits the exposure individuals may have to various asset classes (e.g. a maximu...

Do the more restrictive individual investment limits on RAs outweigh their tax benefits?

By Wanita Isaacs and Christo Terblanche on 30 Sep 2011

Previously, retirement funds were considered an obvious choice for many investors due to the tax benefits they afforded. However, changes to Regulation 28 of...

Clarity on the new retirement fund regulations

By Christo Terblanche on 06 May 2011

When we published GrayIssue 117 in April there was uncertainty around the implementation of Regulation 28 and the impact this would have on our clients’...

Working with the new retirement fund regulations

By Christo Terblanche on 01 Apr 2011

Regulation 28 of the Pension Funds Act sets out the maximum exposures that retirement funds may have to various asset classes. Previously this was monitored ...

Early withdrawals from your retirement savings can be taxing

By Michael Summerton and Carla Rossouw on 30 Jun 2010

In this article, Michael Summerton and Carla Rossouw provide an overview of how withdrawal and retirement benefits are taxed. They use practical examples to...

Capital Gains Tax and how it affects unit trust investors

By Rob Formby on 31 Mar 2010

At Allan Gray, we focus on managing your investments. We acknowledge that there are important aspects of investing - such as tax on your investments - that a...

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