Course Recording

Lump sum benefits and tax - no retirement from taxes

Recording Link
Firm/Group/Company - R1288.00 (VAT Incl.)
Individuals - R517.50 (VAT Incl.)
Recording Link
Price (MLU Subscriber):
Firm/Group/Company - R966.00 (VAT Incl.)
Individuals - R391.00 (VAT Incl.)
Presenter: Ms. Corlia Faurie
CPD Hours: Attending the course and successfully completing the post-assessment, will grant you 1.5 hour/s verifiable CPD, recognised by the various professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the CPD certificate will only be issued once the post-assessment has been completed.
Platform: Web Based (Online)
Course Facilitator: Corlia Faurie
T:  0118861395
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For many individuals, retirement is something to look forward to as a well-deserved rest. Unfortunately, one does not simply retire from paying taxes, and therefor also needs to plan ahead financially, and consider the taxation of amounts received upon retirement. We offer a session aimed at discussing and explaining the tax implications of lump sum amounts received in various circumstances.

This session will address matters including, but not limited to, the following: • The tax treatment of each type of lump sum covered by the Income Tax Act such as: o Benefits received upon retirement from pension, provident and retirement funds o Benefits withdrawn before, upon or after retirement from pension, provident and retirement funds o Benefits received from employers (other than fund benefits) o Transfer of benefits between funds o Limitation on withdrawal amounts for certain funds • The responsibility of the employer or fund for withholding taxes on lump sum amounts where applicable • This session does not include detailed tax planning matters, neither will it cover investment or retirement planning matters.

☒ Investment managers ☒Financial managers ☒Tax Practitioners ☒Auditors ☒Bookkeepers ☒Financial accountants