Tax at retirement
Favourable retirement tax tables apply when you retire
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About me
Megan specialises in retirement planning and member support, with experience spanning retirement fund consulting, employee benefits and regulatory compliance. She holds a BCom Law degree from the University of Johannesburg, has completed her LLB at UNISA and is a member of the Pension Fund Lawyers Association. Currently working towards a Master’s in Commercial Law with a focus on retirement funds, Megan brings a strong legal foundation to her work — helping SURF members better understand their retirement savings and make informed financial decisions
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Video Transcript
Favourable retirement lump sum tax tables apply when you retire. You get R550 000 tax-free over your lifetime. It's relatively generous taxation that recognises you've been saving for years and now need this money to live on.
