11 April 2025 – From 11 April 2025, the IRP3(a) – Application for a Tax Directive: Gratuities and Two-Pot Savings Withdrawals Benefit must be used by the Fund when paying a Savings Withdrawal Benefit, and on application the relief from South African tax on the Savings Withdrawal Benefit income will be considered.
For more information, see the Relief from South African tax for Pension and Annuity Income webpage and the I want a Tax Directives webpage.
