FAQ
Can I use my retirement annuity as collateral?
Hi. I have a pension fund with my employer - the governemtn. However, i have purchased a retirement annuity from a compnay (sanlam) to which i make monthly installments. the retirement annuity contributions are made now for only a few months. Can i use my retirement annuity as collateral for a home loan / investment. Whcih avaleu will be use, if this is the case. Is it the current valeu or teh value at the end of the term, .ie. when i retire.Can i cede my retirement annuity or can i basically use it as collateral. tha...
Why did SARS disallow the deduction of my accumulated contributions?
I live permanently in New Zealand. A few years ago, I went through the SARS & SA Reserve Bank's prescribed process to emigrate "financially" from South Africa, primarily to access the full fund value of my RA (retirement annuity) investments. Over the years, I have contributed more to my retirement annuities than allowed as deductions in the specific years, therefore I now have an accumulated amount of my own contributions not previously allowed as deductions. This amount is acknowledged by SARS and appears on my...
How can I find out what my provident fund balance is?
i want to know my provident fund balance
Can I claim my pension fund if I'm under debt review?
im employed and my pensioen fund is under alexander forbes can i claim my pension fund if i'm under debt review its for housing
How do I claim my deceased son's MIBFA death benefit?
Good afternoon, My Son past away almost 4 years ago and he worked in the metal industries. If possible to advise how I could claim his benifits. Kind regards, Shereen