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Pension Preservation Funds

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Frequently Asked Questions on Retirement Reform

Frequently Asked Questions on Retirement Reform

www.treasury.gov.za

3 Annuitising retirement savings (alignment of provident and pension funds) 7. Which reforms are related to provident funds? Government is aligning the benefits of provident funds to those of pension and

  Question, Frequently, Asked, Fund, Reform, Retirement, Pension, Pension fund, Frequently asked questions on retirement reform

Direct Unit Trusts: Retirement Products - STANLIB

Direct Unit Trusts: Retirement Products - STANLIB

www.stanlib.com

E-mail Lisp instructions@stanlib.com Facsimile 0867 277 516 Direct Unit Trusts: Retirement Products New Investment Application Registration details: Classic Retirement Annuity Fund Registration number 12/8/34304 (SARS Registration number 18/20/4/41660), Classic Preservation Pension Plan Registration number

  Preservation, Pension, Preservation pension

PENSION FUNDS ACT 24 OF 1956

PENSION FUNDS ACT 24 OF 1956

mangaung.co.za

PENSION FUNDS ACT 24 OF 1956 [ASSENTED TO 28 APRIL 1956] [DATE OF COMMENCEMENT: 1 JANUARY 1958] (English text signed by the Governor-General)

  Fund, Pension, Pension funds act 24 of

MUNICIPAL EMPLOYEES PENSION FUND - akafin.co.za

MUNICIPAL EMPLOYEES PENSION FUND - akafin.co.za

www.akafin.co.za

MUNICIPAL EMPLOYEES PENSION FUND (i) Issue 2 GENERAL RULES OF THE MUNICIPAL EMPLOYEES PENSION FUND Original Rules registered on 14 April 1988.

  Employee, Fund, Pension, Municipal, Municipal employees pension fund

ENGINEERING INDUSTRIES PENSION FUND - MIBFA

ENGINEERING INDUSTRIES PENSION FUND - MIBFA

www.mibfa.co.za

Rules: Engineering Industries Pension Fund Effective date: 1 April 2012 Page 4 EXPENSE ACCOUNT: The account referred to in RULE 7.2.2. FINANCIAL YEAR END: The twelve month period ending on 31 March each year. FORMER MEMBER: A MEMBER, other than a DEFERRED PENSIONER, who left the SERVICE of an EMPLOYER prior to 1 April 2008 and who was

  Engineering, Industreis, Fund, Pension, Engineering industries pension fund

Taxation and Retirement Annuity Funds - etfSA

Taxation and Retirement Annuity Funds - etfSA

www.etfsa.co.za

2 • Any contributions above 27,5% of income, or R350 000, will not be allowed in the tax year of assessment, but can be carried forward for deduction in the next tax year.

  Fund, Retirement, Annuity, Taxation, Taxation and retirement annuity funds

Request for a Tax Deduction Directive Pension and ...

Request for a Tax Deduction Directive Pension and ...

www.sars.gov.za

Particulars of Transfer Is the transferee fund Aa Public Sector Fund? If ‘YES’, state the registered name of the transferee fund Did the fund pay any portion of the lump sum payment into another fund?

  Pension

PRESERVATION OF BENEFIT/WITHDRAWAL NOTIFICATION

PRESERVATION OF BENEFIT/WITHDRAWAL NOTIFICATION

www.liberty.co.za

4.1 Does the member wish to transfer all or part of the benefit (minimum R12 500) to a Liberty preservation fund? Yes No If “Yes,” please advise amount R Or insert all and complete section 5.

  Preservation

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