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.
