Budget Speech: 11 issues that affect the Retirement Fund Industry

1. Resignations due to Retirement Reform and/or indebtedness
2. Twin Peaks
3. TCF
4. Tax-Free Savings Accounts
5. Withdrawal from retirement annuity funds by non-residents
6. A maximum age for the preservation of retirement assets
7.Estate duty and retirement funds
8. Harmonisation and annuitisation
9. Draft regulations on default preservation
10. Mandatory system under consideration
11. State Old Age Grant

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February 2015