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Q&A Topics > Personal Finance

Why do I have to wait until 55 to withdraw from my RA?

27 May 2021
It's the youngest age at which a retirement fund member can legally retire according to the Pension Funds Act.

How can I hold a debit review company accountable for defaulting on a court order?

26 May 2021
And how can I get the creditors to go back to the original agreement?

Will the proceeds of a life insurance policy be paid to me or the deceased’s estate?

25 May 2021
A direct nomination will go directly to you and generally it is best this way from a cost and efficiency point of view.

Should I draw from funds that produce lower or higher returns?

20 May 2021
You could consider withdrawing out of the lower-yielding investment. Here's why.

Is it a good idea to use investment property as my pension fund?

19 May 2021
New pension law about the one-third lump sum is a hindrance if I decide to leave SA.

Is making a withdrawal from my preservation funds the best option for me?

18 May 2021
The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.

What will happen to my retirement savings if I elect not to buy a life annuity?

13 May 2021
In most cases your retirement fund will simply remain invested, in the same structure and format as before.

Is now a good time to buy a fixed annuity?

12 May 2021
In addition to the rates currently being offered, it’s advisable to consider whether a life or living annuity will be the best strategy for you.

What are the tax implications of an inter vivos trust?

11 May 2021
And what should an individual’s net asset value be for such a trust to be effective?

Is it possible to get back my retirement fund that was attached by Sars?

6 May 2021
You are entitled to request reasons from Sars regarding the deduction and to object to those reasons if you feel they are not valid.

No tax relief for voluntary payments to German social pension: was this right?

5 May 2021
It would make no sense for Sars to provide tax relief for contributions to a retirement fund registered outside of the country.

I have R225k. What’s the best way to utilise and maximise my capital?

4 May 2021
I'm 21 and thinking of buying an investment property in the next three to five years.

Will I have to pay penalties for transferring my RA?

22 Apr 2021
Can the company enforce its terms and conditions without a signed contract?

Which tax-free investment account should I consider?

21 Apr 2021
If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

I have more than R5m to invest. How can I double it?

20 Apr 2021
If you want to enjoy higher returns in any investment, you will need to have equity exposure.
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