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Home / Posts tagged “retirement annuity”

retirement annuity

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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GEPF and other public sector funds ‘will be part of the two-pot system’

How accessibility and seeding will impact members of defined-benefit retirement funds.

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Two pots: fund members must understand the implications of withdrawals

Money in the savings pot should be withdrawn only as a last resort, for absolute financial emergencies.

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Family goes to court after deceased’s life partner gets 100% of RA benefit

High Court considers the extent of the retirement fund’s investigation into the dependants.

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Mom entitled to take ex-husband’s RA money for maintenance, says judge

A mother whose ex-husband owed her maintenance payments for their children was legally entitled to withdraw funds from his pension without giving him notice. This is the upshot of a ruling by Johannesburg […]

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Causal event expenses and charges explained

We operate in an era where honest and clear disclosure is a prerequisite for providing advice that enables a client to make an informed decision. Coupled to this is the need to explain […]

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The new rules around citizenship, exchange control and tax residency: part 2

The concept of “emigration”, as recognised by the Financial Surveillance Department (FSD) of the South African Reserve Bank (SARB), has been phased out with effect from 1 March 2021. This has created even […]

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Investment Rates

 

Updated 26 May 2025

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Money Market funds

Updated 26 May 2025

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SARS could save us from tax hikes in 2026
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