IRFA Dispatch



IRFA DISPATCH: Tuesday, 26 February 2019

LOCAL NEWS - New tax policy proposals announced - How your effective income tax rate has changed Pension fund ordered to relook death benefit payment - Dodging maintenance? Here’s how to get your hands on your ex’s pension fund money - How to use tax deductions to boost retirement savings - Trending employee benefits -2019 - INTERNATIONAL NEWS - State pension rise unlocks billions of euro in savings We must find the right fix for the UK’s defined benefit pensions OUT OF INTEREST NEWS Economic growth: SA is almost out of options

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IRFA DISPATCH: Wednesday, 13 February 2019

LOCAL NEWS - Proof that it pays to top up your retirement annuity - Three retirement savings myths debunked - I have an RA – do I really need a TFSA? - RA vs Pension fund: Here are the pros and cons of your retirement plan - Still time to benefit from retirement tax breaks MONEY CLINIC: Is the penalty for moving my retirement savings too high? - DA to fight ANC’s attempt to nationalise private pensions INTERNATIONAL NEWS - Greenest pension schemes belong to large UK banks - UK set to introduce collective DC pension schemes

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IRFA DISPATCH: Friday, 8 February 2019

LOCAL NEWS - FSCA: Its full steam ahead for Default Regulation compliance - Retirement saving needs to start sooner than you think Is there any tax benefit in saving over the annual tax deductible amount towards retirement? - Be Warned: Your retirement benefits may not end up where you plan - With #StateCaptureInquiry who is looking after SA’s retirement savings? - Playing catch-up: compound interest adds up to a comfortable retirement - What’s next for tax-free savings accounts? - SA hedge funds outperform Warren Buffett’s million dollar bet - February could 'make or break' for your tax plan - INTERNATIONAL NEWS - UK plans to ease cap on workplace pension fees

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IRFA DISPATCH: Wednesday, 30 January 2019

LOCAL NEWS - Retirement saving needs to start sooner than you think - What it takes to retire at 45 - The importance of the 5-15-75 rule for your retirement funds - Preserving wealth across generations - What you need to know about retirement saving - Checklist: How to retire with enough - How can I access part of my annuity? - INTERNATIONAL NEWS - 52% of U.K. pension professionals think multiemployer superfunds will be commonplace – survey - Benefits rule changes could cost pensioners in UK thousands a year OUT OF INTEREST NEWS Investors forecast returns of 9.9% – millennials expect more

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IRFA DISPATCH: Monday, 14 January 2019

LOCAL NEWS - RA or TFSA? How to maximise your retirement savings - Retirement Annuities - Plan your current investments today to ensure your desired lifestyle tomorrow - Have you saved enough for retirement? - What happens to your retirement fund benefit when you emigrate? - Your company gets liquidated: What happens to your retirement fund? - INTERNATIONAL NEWS - Superannuation overhaul presented to government could add $500,000 to some accounts - South Korea corporate pension funds post sub-par return.

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