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Articles tagged as "retirement funds"

Insights categories - Retirement

How to evaluate umbrella funds

By Belinda Carbutt on 14 May 2025

Reading time: 5 mins

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...

Insights categories - Retirement

The default choice: Navigating investment options in retirement funds

By Belinda Carbutt on 12 Feb 2025

Reading time: 8 mins

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...

Insights categories - Retirement

The default choice: Navigating investment options in retirement funds

By Belinda Carbutt on 12 Feb 2025

Reading time: 8 mins

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...

Insights categories - Personal investing

How to maximise tax benefits in a two-pot era

By Carla Rossouw and Lee Kotze on 05 Feb 2025

Reading time: 5 mins

The two-pot retirement system, which was implemented in September 2024, gives retirement fund members the ability to withdraw from the savings component of...

Insights categories - Personal investing

Annual tax limits for investors who cease to be South African tax residents during the tax year

By Carrie Norden on 25 Oct 2024

Reading time: 8 mins

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...

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

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 - 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 - 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 - 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...

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