How are your pension or provident fund benefits taxed?

Please see the below table:

2021 tax year (1 March 2020 - 28 February 2021)

The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.

Category: For Business

Topic: Umbrella Fund

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Charges		1 Year	3 Years	5 Years	10 Years
Investment Management made up of:		1.0%	1.0%	1.0%	1.0%
10X Management Fee (Incl. VAT)	0.57%
Bank, Audit, Trustee/Custody fees	0.16%
Transaction Costs	0.3%
Advice1		0.0%	0.0%	0.0%	0.0%
Administration		0.0%	0.0%	0.0%	0.0%
Other costs		0.0%	0.0%	0.0%	0.0%
EAC (sum of charges)		1.0%	1.0%	1.0%	1.0%

How are your pension or provident fund benefits taxed?

Get investment and saving tips straight to your inbox.

What are the 10X Default Regulation strategies?

How long does it take for the fund to pay out the withdrawal benefit?

How much do I need?

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