Articles tagged as "retirement funds"
How to evaluate umbrella funds
Navigating the complex world of umbrella funds can be likened to steering a ship through choppy waters. Just like a ship’s captain relies on accurate weather...
The default choice: Navigating investment options in retirement funds
As 2025 brings fresh beginnings, many people take stock in the first month or two, committing to resolutions and reassessing lifestyle goals. From a financia...
The default choice: Navigating investment options in retirement funds
As 2025 brings fresh beginnings, many people take stock in the first month or two, committing to resolutions and reassessing lifestyle goals. From a financia...
How to maximise tax benefits in a two-pot era
The two-pot retirement system, which was implemented in September 2024, gives retirement fund members the ability to withdraw from the savings component of...
Annual tax limits for investors who cease to be South African tax residents during the tax year
Annual contribution limits for tax-free investments and retirements funds have always been clear for individuals who have a full 12-month assessment period t...
50 years of investing in an evolving ecosystem
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...
Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death
As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...
Unpacking the changes to the retirement fund lump sum tax tables
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...
Five ways employers can help employees prepare for a better retirement
Employers can play a meaningful role in helping their workforce maximise their retirement savings outcomes. Mica Townsend, Group Savings and Investments...
How your retirement fund benefits are allocated when you die
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...
Read the fine print before you decide to withdraw or retire from your preservation fund
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...
Investing tutorials: Why preserve?
Learn more about investing and personal finance in 'Investing tutorials', a new addition to our Quarterly Commentary. South Africans on average change jobs...
