Changes to retirement fund tax will be a focus of a series of national seminars on retirement to be held by Personal Finance and linked investment product company, TMA Investment Products Services this year.
The conference will deal with changes to retirement funds taxation made by Finance Minister Trevor Manuel when he delivers his budget in parliament on February 17.
The all-day seminars will be held in the Western Cape on March 23, in Durban on March 25 and in Midrand on March 30.
Benefits of attending the seminars include:
* Showing you how to build up and preserve your retirement funds;
* Estimating your needs for retirement;
* Providing you with guidelines for the best pre- and post-retirement investment strategies;
* Helping you prepare mentally for retirement; and
* Helping you plan for efficient taxation in the build up to your retirement and thereafter.
Speakers include Jacqui Segal of M3 Capital, Peter Linley, who heads the unit trust investment team at Old Mutual, Trevor Garvin of TMA Investment Services, Craig Erwin of Marriott Property Services, Chris Bosenberg, an independent retirement funds adviser, Kobie Taljaard, director of human resources at the Cape Technikon, Nigel Scott, a financial adviser, Magnus Heystek, Personal Finance columnist and deputy chairman of Citadel Financial Services and Bruce Cameron, the editor of Personal Finance.
They will deal with tax, investment, the administration of retirement funds, the psychology of retirement, choosing a financial adviser, changes in the retirement industry and how they affect you, and how to plan to meet your retirement targets.
Book early to reserve your seat at the seminars. Telephone (011) 799 8150 or fax (011) 799 8063 or visit the events page of our website at www.persfin.co.za