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Articles tagged as "Retirement funds"

Insights categories - Personal investing

Annual tax limits for investors who cease to be South African tax residents during the tax year

By Carrie Norden on 25 Oct 2024

Reading time: 8 mins

Annual contribution limits for tax-free investments and retirements funds have always been clear for individuals who have a full 12-month assessment period t...

Insights categories - Local investing

50 years of investing in an evolving ecosystem

By Tamryn Lamb on 16 Nov 2023

Reading time: 14 mins

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...

Insights categories - Personal investing

Part 4: Beneficiary payments to foreign bank accounts after death

By Alix Moreillon on 20 Oct 2023

Reading time: 8 mins

As mentioned in Part 3 of our Offshore advice chapter, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...

Insights categories - Personal investing

Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death

By Alix Moreillon on 20 Oct 2023

Reading time: 8 mins

As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...

Insights categories - Personal investing

Unpacking the changes to the retirement fund lump sum tax tables

By Carrie Norden on 11 Apr 2023

Reading time: 12 mins

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...

Insights categories - Personal investing

What happens to your minor children when you die?

By Felicia Hlophe on 28 Jul 2022

Reading time: 11 mins

While undoubtedly the worst-case scenario to consider, as parents, we need to make sure our children’s needs are accounted for in the tragic event of our...

Insights categories - Retirement

Five ways employers can help employees prepare for a better retirement

By Mica Townsend on 07 Jul 2022

Reading time: 11 mins

Employers can play a meaningful role in helping their workforce maximise their retirement savings outcomes. Mica Townsend, Group Savings and Investments...

Insights categories - Markets and economy

Unpacking the impact of COVID-19 for Botswana investors

By Tapologo Motshubi on 08 Jul 2020

Reading time: 1 min

The COVID-19 pandemic has forced countries into lockdown and amplified market volatility, leading most investors in Botswana to question the impact the...

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