Retirement / General

Want to withdraw retirement funds on emigration? National Treasury and SARS say try again in 3 years' time

The National Treasury published the Draft Taxation Laws Amendment Bill, 2020 (Draft Tax Bill) for public comment. One of the more contentious proposals in the Draft Tax Bill relates to the ability of people emigrating from South Africa to access amounts in their pension preservation fund, provident preservation fund and retirement annuity fund (retirement funds) when they leave.

How to have your retirement cake and share it, too

In these financially trying times when many people are retiring or being offered early retirement, investors are faced with financial choices that could affect them quite significantly during their retirement. It’s reasonable that as an investor, you are looking for certainty regarding your future income.

Words of wisdom to level-up your wealth

In honour of Women’s Month, PSG Wealth shares some top financial advice for women of all ages, from a few of their female financial advisers.

Reset your GPS to build wealth for a stable retirement