SARS Said No... But Here's How You Can Get Tax-Free Income At Retirement скачать в хорошем качестве

SARS Said No... But Here's How You Can Get Tax-Free Income At Retirement

SARS Said No… But Here’s How You Can Still Get Tax-Free Income in Retirement What if the contributions SARS disallowed could actually save you tax in retirement? It’s not too good to be true - it’s Section 10C. 📺 In this video, we break down how disallowed retirement fund contributions can be recovered tax-free in retirement. You’ll learn how to use Section 10C to your advantage, reduce your tax burden, and unlock thousands of rands in tax-free income. ✅ Here's what you'll learn: • What disallowed contributions are • How Section 10C works and why it's a game-changer • How to use it to reduce your tax in retirement • Real-life examples (like Linda's story) that make it simple to understand • Retirement fund vs discretionary investment: Which is better? 🧠 Whether you're nearing retirement or just planning ahead, this video will help you avoid leaving money on the table. ⚠️Please note: While South African Retirement Annuity Funds (RAFs) are exempt from local tax, foreign dividends earned within these funds may still be subject to withholding tax in the country where the investment is held. This means that a portion of your offshore returns could be deducted before the funds are paid into your annuity. It's a small detail - but one that can impact your long-term returns. Always good to be informed when investing globally. 💬 Have you ever contributed more than SARS allows - or think you might have disallowed contributions? Drop a comment below! 👇 Join our free Retirement Community Get exclusive access to weekly videos, retirement tools, market updates, and expert workshops: https://www.familywealth.co.za/retire... 📢 Check out our services: https://www.familywealth.co.za/get-st... 🔔 Subscribe to the Family Wealth Channel Join thousands of South Africans planning smarter retirements 📢 Disclaimer: This content is for educational purposes only. Always consult a qualified financial planner before making any financial decisions.