Review of Retirement Fund Reforms

An insightful review of Retirement Fund Reforms, focusing on the utilization of disallowed fund contributions and an in-depth analysis of the 1st September 2023 reforms.

Discover the intricacies of the three new Fund components and delve into the tax implications associated with withdrawals at retirement, death, and during instances of retrenchment and resignation. Uncover the significance of the three-year rule and gain valuable insights to optimize your retirement planning strategy.

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  • The outcomes of the live events has been mapped to the following competencies: Tax Planning, Tax Governance
  • The live event is ideal for Continuing Professional Development and where required the necessary CPD accreditation is obtained from the professional body. For more information contact us.
  • We offer bulk registration discounts for group bookings on our live events. Please view our standard group registration rate card here. 
Event hosted by
Diane Seccombe
Ideal for
Continuing Professional Development (CPD)
Date 
06 June 2024
Time (SAST)
09h00-10h00

The areas under discussion will include:

Use of disallowed fund contributions

Review of the 1 September 2023 Retirement Fund reforms

    • Three new Fund components
    • Tax consequences of withdrawals from each component at:
    • Retirement
    • Death
    • Retrenchment and resignation
    • Impact of the three year rule

The index below represents the structure of the Live Event. You will be able to access the information contained within the index once registered. On the day of the event, you will head over to section 2 below where the Live Event will be streamed. 

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Meet the instructor

Diane Seccombe

Diane Seccombe is an admitted attorney with a masters degree in taxation. She has over 15 years of experience with taxation. Diane is currently the National Head of Tax Training at Mazars Academy Proprietary Limited and in this capacity provides tax training to professional institutes, banks, financial service providers and financial planners. She is also well known amongst students for her tax lectures at post graduate level. Diane consults on income tax matters including, corporate, individual and international tax and is an expert in Value Added Tax