Course Recording

Foreign Pension Funds – Fact vs fiction vs BCR 080

Recording Link
Price:
Firm/Group/Company - R1633.00 (VAT Incl.)
Individuals - R540.50 (VAT Incl.)
Recording Link
Price (MLU Subscriber):
Firm/Group/Company - R1224.75 (VAT Incl.)
Individuals - R408.25 (VAT Incl.)
Presenter: Ms Carmen Westermeyer (Wortmann)
CPD Hours: Attending the course and successfully completing the post-assessment, will grant you 2 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: Carmen Westermeyer
T:  0118861395
E:  gillian@probetatraining.co.za
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Foreign pension funds have received a great deal of attention over the last few years as a “safe” investment opportunity. How do we however separate fact from fiction. How much is an aggressive sales tactic and how much is a legitimate answer?

The aim of this course is to provide an overview on the consequences of investing in a foreign pension fund. This will focus on: • What has actually been legislated? • What can be stated definitively? • What are the standard rules for a retirement fund? • What are the standard rules for: o Income Tax o CGT o Other • How does the Estate Duty Act treat foreign funds?

All taxpayers, tax professionals, accountants and auditors seeking more information on this topic.