Retirement Fund Savings
...

Retirement Fund Savings Series

CPD Hours: 2.5

Price: R220.50


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Title / Topic

Retirement Fund Savings Series


Retirement Fund Savings Series

What's Included:

An overview of retirement lump sum benefits

OUTCOMES OF THIS STUDY UNIT After studying this unit, you should be able to: ✓ Understand the tax consequences for a taxpayer that receives annuities or lump sums from an employer or retirement fund ✓ Understand the tax co nsequences of lump sums received by taxpayers from Government Pension Funds ✓ Understand where annuities, retirement fund lump sum benefits and retirement withdrawal benefits should be included in the individual’s tax calculation ✓ Perform the tax calculation of retirement fund lump sum benefits and retirement withdrawal benefits using the applicable tax tables ✓ Understand where the retirement benefits received should be disclosed on the ITR12 tax return


0.5 Hours | R49.00
Karen van Wyk GTP(SA)

Retirement lump sum benefits

OUTCOMES OF THIS STUDY UNIT After studying this unit, you should be able to: ✓ Understand the tax consequences for a taxpayer that receives annuities or lump sums from an employer or retirement fund ✓ Understand the tax co nsequences of lump sums received by taxpayers from Government Pension Funds ✓ Understand where annuities, retirement fund lump sum benefits and retirement withdrawal benefits should be included in the individual’s tax calculation ✓ Perform the tax calculation of retirement fund lump sum benefits and retirement withdrawal benefits using the applicable tax tables ✓ Understand where the retirement benefits received should be disclosed on the ITR12 tax return


0.5 Hours | R49.00
Karen van Wyk GTP(SA)

Withdrawal Benefits

OUTCOMES OF THIS STUD YUNIT After studying this unit, you should be able to: ✓ Understand the tax consequences for a taxpayer that receives annuities or lump sums from an employer or retirement fund ✓ Understand the tax co nsequences of lump sums received by taxpayers from Government Pension Funds ✓ Understand where annuities, retirement fund lump sum benefits and retirement withdrawal benefits should be included in the individual’s tax calculation ✓ Perform the tax calculation of retirement fund lump sum benefits and retirement withdrawal benefits using the applicable tax tables ✓ Understand where the retirement benefits received should be disclosed on the ITR12 tax return


0.5 Hours | R49.00

Public Sector Pension Funds

OUTCOMES OF THIS STUDY UNIT After studying this unit, you should be able to: ✓ Understand the tax consequences for a taxpayer that receives annuities or lump sums from an employer or retirement fund ✓ Understand the tax co nsequences of lump sums received by taxpayers from Government Pension Funds ✓ Understand where annuities, retirement fund lump sum benefits and retirement withdrawal benefits should be included in the individual’s tax calculation ✓ Perform the tax calculation of retirement fund lump sum benefits and retirement withdrawal benefits using the applicable tax tables ✓ Understand where the retirement benefits received should be disclosed on the ITR12 tax return


0.5 Hours | R49.00

Annuities

OUTCOMES OF THIS STUD YUNIT After studying this unit, you should be able to: ✓ Understand the tax consequences for a taxpayer that receives annuities or lump sums from an employer or retirement fund ✓ Understand the tax co nsequences of lump sums received by taxpayers from Government Pension Funds ✓ Understand where annuities, retirement fund lump sum benefits and retirement withdrawal benefits should be included in the individual’s tax calculation ✓ Perform the tax calculation of retirement fund lump sum benefits and retirement withdrawal benefits using the applicable tax tables ✓ Understand where the retirement benefits received should be disclosed on the ITR12 tax return


0.5 Hours | R49.00

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