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for private investors can be accessed on the Personal area of our site. Terms & conditions.
4 December 2015
The transfer of retirement savings to provident and provident preservation funds from other funds will be tax neutral in all instances.
The following exceptions will apply:
It is important to note that these changes do not affect the benefit investors currently have of making one (full or partial) withdrawal from their preservation fund before retirement.
¹ Excluding any retirement lump sum benefit, retirement fund lump sum withdrawal and any severance benefit.