Retirement Archives - RFS Administrators (Pty) Ltd

Retirement

March 20, 2024

Three innovative approaches to boost your retirement savings

Retirement planning is absolutely key to your financial well-being, but let’s face it, as those golden years inch closer, a lot of us start to worry […]
May 11, 2023

Tax breaks for retirement funding

While there are very few tax breaks for individuals, some huge ones are available for retirement funding Retirement tax breaks in South Africa are designed to […]
August 22, 2022

Your retirement ‘gift’ to SARS

Tax payable on your retirement lump sum In last month’s issue of Tax Breaks, we dealt with the tax treatment of retirement lump sums when one […]
April 9, 2021

RFS Umbrella Pension Fund

Member Communication – May 2021 Amalgamation of RFS Umbrella Pension and RFS Umbrella Provident Funds A. BACKGROUND With the recent retirement reform changes announced during January […]
May 6, 2019

RFS Umbrella Pension & Provident Funds Communique 02 of 2019: Your Fund and the Default Regulations

This document outlines the approach that the Funds have taken with respect to Regulations 37 to 39 of the Pension Funds Act – the “defaults regulations”. […]
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