The Institute of Retirement Funds Africa (IRFA) is delighted to invite you to an insightful webinar entitled "A Two-Pot Refresher and Update". This webinar is designed to provide you with critical insights and the latest updates on legislative developments affecting the retirement funds industry.
Date: 7 March 2024
Time: 09:00 - 11:00
Platform: Zoom
Join our panel of esteemed experts as they delve into the nuances of the two-pot retirement system, the Draft Pension Funds Amendment Bill, and the implications of recent tax proposals. This is a crucial opportunity for professionals within the retirement funds industry to deepen their understanding of these significant changes and their impact on both the industry and individual retirement planning strategies.
Our Distinguished Speakers:
· Nancy Andrews, Head of Legal, Discovery Corporate and Employee Benefits Discovery Invest; Chairperson, IRFA’s Legal, Technical, and Tax Committee. Nancy will provide an update on the two-pot legislation, outlining where we currently stand and what is to be expected.
· Fiona Rollason, Group Head: Legal and Group Insurance, Alexforbes. Fiona will discuss the Draft Pension Funds Amendment Bill and its relation to the two-pot retirement system.
· James Coutinho, Senior Tax Manager, (Liberty) Standard Bank. James will shed light on SARS proposals and the operation of tax in the new two-pot regime.
· Jenny Gordon, Head Technical Advice, Alexander Forbes. Jenny will offer an update on retirement fund tax matters for 2024 and discuss retirement proposals emanating from the 2024 National Budget.
Registration Fees:
· IRFA Members: R300
· Non-IRFA Members: R400
This webinar is indispensable for anyone looking to remain informed about the fast-evolving landscape of retirement fund legislation and tax reform. Whether you are an industry professional or keen on comprehending the ramifications of these changes, this webinar will equip you with essential knowledge and insights.
Do not miss this opportunity to engage with leading experts and enhance your understanding of the latest legislative developments in the retirement funds industry.
For any enquiries or further information, please do not hesitate to contact Khuliso Ratshili at khuliso@irfa.org.za or +27 11 450 1670.
