Retirement

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Have you maximized your tax-free savings this financial year?

15 January 2025 | Savings & Investments

The tax year-end on 28 February is fast approaching, but there’s still time to take action and get the most out of your contributions if you have not already.

The role of a securities portfolio in your holistic retirement plan

10 January 2025 | General

Retirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a sustainable income to cover your living expenses, medical expenditure and lifestyle needs well into the future.

The tax implications of two-pot withdrawals

11 December 2024 | General

South Africa’s two-pot retirement system, introduced on 1 September, divides all future contributions from retirement fund members into two components: a savings component and a retirement component.

Regulator confronts savings pot challenges and legacy pension fund issues

09 December 2024 | General

Three insights crystalised as your writer mulled the latest regulatory update around the ‘deluge of savings pot withdrawals’ taking place since the 1 September 2024 implementation of the two-pot retirement solution.

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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