Articles tagged as "Retirement funds"
50 years of investing in an evolving ecosystem
The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...
50 years of investing in an evolving ecosystem
The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...
Unpacking the changes to the retirement fund lump sum tax tables
To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...
Five ways employers can help employees prepare for a better retirement
Employers can play a meaningful role in helping their workforce maximise their retirement savings outcomes. Mica Townsend, Group Savings and Investments...
How your retirement fund benefits are allocated when you die
The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...
Read the fine print before you decide to withdraw or retire from your preservation fund
South Africans on average change jobs about five to seven times during their working lives. More than two-thirds do not preserve their retirement savings whe...
Retirement fund withdrawals and tax
The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...
Investing tutorials: Why preserve?
Learn more about investing and personal finance in 'Investing tutorials', a new addition to our Quarterly Commentary. South Africans on average change jobs...
The real effect of Dividend Withholding Tax
The new Dividend Withholding Tax (DWT) replaced Secondary Tax on Companies (STC) on 1 April 2012. Investors are understandably concerned about the long-term...
What safeguards are in place to protect your individual investments?
At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...
