
SARS is coming after YOUR foreign retirement funds
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Read the full article: https://bit.ly/3I8Ostq
Speak to our specialists: https://bit.ly/3IcnAbX
Could your foreign retirement funds soon be taxed in South Africa?
In this discussion, Delano Abdoll (Legal Manager: Cross-Border Taxation) and John-Paul Fraser (Team Lead: Cross-Border Taxation) unpack how SARS’ proposed removal of the foreign pension exemption could affect expatriates, returning residents, and high-net-worth individuals with offshore retirement funds. From Double Taxation Agreements (DTAs) to the two-pot system, they reveal the risks, timelines, and urgent planning steps every client and practitioner must understand.
Topics:
00:00 - Intro
01:26 – The Removal of Foreign Pension Fund Exemptions
03:27 – South Africa’s Deficit and the Push to Increase Tax Collection
05:25 – Tax Residency Rules and the Impact on Foreign Pensions
08:22 – Public Comment Period Closing 12 September 2025
17:36 – Practical Advice for Taxpayers and Retirement Planning
#SARS #DoubleTaxation #TLAB2025
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