Foreign Pension Funds - Fact vs fiction vs BCR 080 2025

Price:
R598.00 (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?