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Articles tagged as "Retirement funds"

Insights categories - Local investing

50 years of investing in an evolving ecosystem

By Tamryn Lamb on 16 Nov 2023

Reading time: 14 mins

The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...

Insights categories - Personal investing

Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death

By Alix Moreillon on 20 Oct 2023

Reading time: 8 mins

As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...

Insights categories - Personal investing

Unpacking the changes to the retirement fund lump sum tax tables

By Carrie Norden on 11 Apr 2023

Reading time: 12 mins

To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...

Insights categories - Personal investing

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

Reading time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

Insights categories - Retirement

Five ways employers can help employees prepare for a better retirement

By Mica Townsend on 07 Jul 2022

Reading time: 11 mins

Employers can play a meaningful role in helping their workforce maximise their retirement savings outcomes. Mica Townsend, Group Savings and Investments...

Insights categories - Retirement

How your retirement fund benefits are allocated when you die

By Sonja Smit on 28 Oct 2019

Reading time: 8 mins

The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...

Insights categories - Personal investing

Read the fine print before you decide to withdraw or retire from your preservation fund

By Carla Rossouw and Carrie Norden on 30 Sep 2016

Reading time: 6 mins

South Africans on average change jobs about five to seven times during their working lives. More than two-thirds do not preserve their retirement savings whe...

Insights categories - Retirement

Retirement fund withdrawals and tax

By Carla Rossouw on 06 May 2014

Reading time: 4 mins

The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...

Insights categories - Personal investing

Investing tutorials: Why preserve?

By Thandi Ngwane on 30 Sep 2013

Reading time: 3 mins

Learn more about investing and personal finance in 'Investing tutorials', a new addition to our Quarterly Commentary. South Africans on average change jobs...

Insights categories - Personal investing

The real effect of Dividend Withholding Tax

By Johann Grandia on 26 Apr 2012

Reading time: 5 mins

The new Dividend Withholding Tax (DWT) replaced Secondary Tax on Companies (STC) on 1 April 2012. Investors are understandably concerned about the long-term...

Insights categories - Personal investing

What safeguards are in place to protect your individual investments?

By Taryn Hirsch on 30 Sep 2010

Reading time: 7 mins

At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...


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