Available Course

Foreign Pension Funds – Fact vs fiction vs BCR 080

>> Click here to book this training as an In-House course <<

Duration: 2.00
CPD Hours: Attendance at this seminar will secure 2 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
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.