Emigration, the ins and outs

The webinar was hosted by Johan Gouws, Head of Advice at Sasfin Wealth. Panellists included Gavin Came from Sasfin Financial Advisory Services, Sarah Simson from Sasfin Fiduciary Services and Andrew Wellsted, Director at CMS RM Partners.

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Subsequent to the previous webinar on Emigration, various legislative changes had been proposed that may perhaps affect your planning particularly in respect of withdrawals from retirement funds. This webinar aimed to keep you informed on how the impending relaxation of exchange control may affect the withdrawal of certain retirement funds.

The webinar included a discussion around:

  • Proposed amendments in the 2020 budget speech;
  • Proposed amendments to the Tax Act;
  • Treatment of pension or provident funds, retirement annuities,pension preservation funds and provident preservation funds;
  • Disinvestment from retirement funds on relocation for individuals under 55 years of age or over 55 years of age and their options.

Part 1

Part 2

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About the Author

Johan Gouws

Head of Advice, Sasfin Wealth

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