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Six years later, retirement funds annuitisation is finally here

18 February 2021

Retirement funds and their administrators are in for a busy time in the next few months. This is because the new tax rules regarding the annuitisation of provident funds will be coming into effect on 1 March 2021.

Is this the best alternative to retirement annuities?

17 February 2021

Jaltech Fund Managers has introduced the first Section 12J investment which has a compelling proposition to taxpayers to reconsider whether they should be contributing to, or topping up, their retirement annuities (RAs) before the end of February.

How the T-Day retirement reforms could affect you

17 February 2021

A number of retirement fund rule reforms will come into effect on 1 March 2021, also known as T-Day. These new rules will not only standardise the way in which benefits can be accessed across different funds at retirement but will also facilitate the phasing out of emigration for purposes of exchange control.

RA season? Perhaps look offshore instead

16 February 2021

It’s February again, and in tax terms, that means only one thing: it’s RA (retirement annuity) season, where taxpayers scramble to top up their RAs to maximise their tax benefits before the end of the tax year.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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