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WEBINAR

Navigating South Africa's New Retirement Landscape: The Two-Pot System Explained!

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The recent implementation of South Africa’s two-pot retirement system marks a significant shift in how retirement savings are managed and accessed. Effective from 1 September 2024, this system introduces new rules.

Attend our webinar on July 9th, 2024, at 10:00 AM (SA time) as we explore the essential workings of the two-pot system, unpack the tax implications on withdrawals, and highlight the key considerations prior to withdrawing funds.

Don't Miss Our Webinar, “Navigating South Africa's New Retirement Landscape: The Two-Pot System Explained”!

In this webinar, we'll cover:

#RetirementSavings #TaxImplications #FinancialPlanning #SavingsPot
#TaxDirective #WithdrawalLimits #TaxRates

The Presenters

Catherine Fourie

HEAD OF CPD CONSORTIUM
Facilitator
Catherine is a Chartered Accountant (CA(SA)) and tax practitioner who completed her articles at Deloitte in 2003. After three secondments to the United States of America and Canada, she rejoined Deloitte as audit manager for four years, whereafter she has been a lecturer on the BCom Accounting programme with the Nelson Mandela University for 15 years until early 2024. Her main subjects were Taxation, Auditing and Ethics and Corporate Governance, as well as lecturing on the MCom (Taxation) program. She has a deep passion for teaching to which she has dedicated most of her professional career, especially fundamental principles. She implemented innovative learning and teaching practices, both online and hybrid/flexible; always ensuring impactful learning. As a member of the SAICA Digital Acumen Working Group she has always been passionate about innovation and resilience, which are both essential for the sustainability and growth of the modern professional. With the many students which have been through her lectures, she is excited to now bring digital innovation to the upskilling of professionals who work in the ever-changing landscape of tax and accounting. Her approach and style is one of ensuring a sound technical base, from where she quickly makes tax and accounting highly practical and relevant; delivering immediate value for anyone attending her training sessions.

John-Paul Fraser

TAX ATTORNEY
Presenter

John-Paul Fraser is employed at Tax Consulting South Africa and is an Admitted Attorney of the High Court of South Africa, having completed his BCom Law Degree LLB Degree. He is in the process of completed his Masters in Business Administration (MBA) through the University of Suffolk in England. John-Paul specialises in cross-border taxation and has found a passion in the technicalities and relief offered under the international legal framework ensuring that tax treatment of income and assets are correctly allocated to the relevant tax jurisdictions.

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