Foreign Pension Funds Fact vs fiction vs BCR 080

Price:
R506.46 (VAT Incl.)
Level:
Tax Professionals
Sub-level:
Taxation
Lecturer:
Carmen Westermeyer
Duration:
120 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline


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:
• Income Tax
• CGT
• Other
• How does the Estate Duty Act treat foreign funds?