Foreign Pension Funds – Fact vs fiction vs BCR 080

Firm/Group/Company - R2127.50 (VAT Incl.) Individuals - R598.00 (VAT Incl.)
Firm/Group/Company - R1598.50 (VAT Incl.) Individuals - R448.50 (VAT Incl.)
Ms Carmen Westermeyer (Wortmann)
4 Mar '25
14h00-16h00
2
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.
Web Based (Online)
Select
gillian@probetatraining.co.za

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.