ALLAN GRAY: How to maximise tax benefits in a two-pot era.
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GUEST - Meagan Fraser, Tax manager at Allan Gray
Following the introduction of the two-pot retirement system last year, your view of, and behaviour related to, your retirement investments may have changed. If you have made a withdrawal from the savings component of your retirement fund during the 2024/2025 tax year, the upcoming end of the tax year this February presents an opportunity to replenish the withdrawal.
Meagan Fraser, Tax manager at Allan Gray, joins Kaya Biz to discuss how long-term investors can maximise the tax benefits provided for via retirement and tax-free investment products within the context of a two-pot world.
Following the introduction of the two-pot retirement system last year, your view of, and behaviour related to, your retirement investments may have changed. If you have made a withdrawal from the savings component of your retirement fund during the 2024/2025 tax year, the upcoming end of the tax year this February presents an opportunity to replenish the withdrawal.
Meagan Fraser, Tax manager at Allan Gray, joins Kaya Biz to discuss how long-term investors can maximise the tax benefits provided for via retirement and tax-free investment products within the context of a two-pot world.
