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Offshore exposure in living annuities – have the rules changed?
We encourage financial advisers who make large offshore allocations for high-income living annuity pensioners to keep careful records of the rationale for the investment strategy.
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read moreWe encourage financial advisers who make large offshore allocations for high-income living annuity pensioners to keep careful records of the rationale for the investment strategy.