
Articles tagged as "Two-pot retirement system"
2025 GNU Budget (round 2): Prioritising sustainable growth in uncertain times
After the false start of 19 February, the 2025 Budget was tabled by Finance Minister Enoch Godongwana on 12 March. The main tax policy proposals announced...
2025 GNU Budget (round 2): Prioritising sustainable growth in uncertain times
After the false start of 19 February, the 2025 Budget was tabled by Finance Minister Enoch Godongwana on 12 March. The main tax policy proposals announced...
How to maximise tax benefits in a two-pot era
The two-pot retirement system, which was implemented in September 2024, gives retirement fund members the ability to withdraw from the savings component of...
What you need to know about two-pot withdrawals and tax
The highly anticipated two-pot retirement system came into effect on 1 September 2024. There has been significant activity across the retirement fund industr...
Taking stock of two-pot: A trustee’s perspective
All South African retirement funds have been impacted by the recent introduction of the two-pot retirement system.
Independent financial advice: Mapping your employees’ path to a comfortable retirement
Everjoy Gumbo explains how employers can contribute to bridging South Africa’s retirement gap by availing access to independent financial advice, which can...
The importance of an emergency fund in the two-pot era (updated)
For a long time, the retirement savings industry has observed how many South Africans have struggled to balance accumulating and preserving their long-term...
Two-pot: Your burning questions answered
With the new two-pot retirement system set to be implemented on 1 September 2024, many retirement fund members are wondering what the new legislation entails...
Two-pot: Enabling better retirements – for those who avoid the risks
The two-pot retirement system, which is set to be implemented on 1 September 2024, has been designed to improve retirement outcomes for South Africans by...
Your next important election
With the two-pot retirement system signed into law, and set to be implemented on 1 September 2024, Belinda Carbutt discusses the latest retirement reform. Sh...
Part 3 (updated): The two-pot system and your savings withdrawal benefit
In part 3 of our Two-pot chapter, Jaya Leibowitz reminds us not to lose sight of the importance of preserving retirement savings, and cautions investors...
Part 2 (updated): The two-pot system – what we know for now
There has been a lot of noise in the past few months about the changes that are being made to the South African retirement system. In part 2 of our Two-pot...
2024 Budget speech update
While South Africans battle with a cost-of-living crisis, rising unemployment and sluggish economic growth, Finance Minister Enoch Godongwana is faced with t...
2023 Budget speech update
The 2023 Budget speech was delivered against the backdrop of high living costs, a dismal unemployment rate and intensive loadshedding crippling businesses, a...