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Get #TwoPotTaxSavvy before you apply to your retirement fund

Get #TwoPotTaxSavvy before you apply to your retirement fund

27 August 2024 – Before you apply to your retirement fund for your two-pot withdrawal, you must make sure that your tax affairs are in order with the SARS.

First ask yourself:

  • Do you have a tax reference number?
  • Do you have any outstanding returns?
  • Do you have any tax debt?

On how to check the above and for frequently asked questions & more information, see the Two-Pot Retirement Fund System webpage.