Section 37D Claims

Disputing a claim

Disputing a section 37D retirement fund claim

Explained by our expert

About me

Werner has more than 17 years of experience in the financial services industry, having worked as a financial adviser at Old Mutual before moving to Allan Gray as Business Development Manager. He joined Sygnia in 2023 as a Business Development Executive, with a focus on investments, client servicing and relations. He holds a BCom degree and a Postgraduate Diploma in Financial Planning. Werner values long-term client relationships and is committed to delivering personalised service and guidance to every client he works with.

Watch next

0:33

S37D and divorce orders

0:24

Delays on payouts

0:28

Tax and S37D claims

0:29

How S37D claims work

0:31

When S37D applies

0:24

S37D fund deductions