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Welcome to IRFA

The Institute of Retirement Funds (IRF) is a non political body which represents and promotes the interests of the retirement industry in Southern Africa, to the ultimate benefit of the members of retirement funds. The most important function of the IRF is to represent the retirement industry in negotiations with government authorities and the Financial Services Board (FSB), which would include commenting on legislation and tax matters affecting retirement funds/pensioners etc. The IRF therefore depends on total support from all parties concerned with the retirement benefit provision industry.

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IRFA DISPATCH: Thursday, 25 February 2016

LOCAL NEWS - Tax-day: What it is and what you need to know! - Budget 2016: What you need to know - Social security proposal ‘released by mid-year’ - SOCIAL SPENDING: Spending on grants, health and education unscathed - Personal income tax: This is what you’ll pay - Maximising savings before tax season ends: RA or TFI? - Economy flirts with recession - Bigger tax break on retirement fund contributions still in place - Make the most of your annual deductions - INTERNATIONAL NEWS - Fears for retirement income as millions don't know how many pension pots they have - The flaw of averages: Why retirement planning is harder than you think - Deadline looms to get funds out of pension - OUT OF INTEREST NEWS - The Rand – what’s its objective value?

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IRFA DISPATCH: Thursday, 18 February 2016

LOCAL NEWS - Cosatu forces state to capitulate - Retirement reforms face fresh delay - Retirement reform advertorial - ‘One retirement umbrella fund for life’ - Important things to consider when investing your savings in retirement - ‘Don’t delay on retirement reform’ - Employers need to review retirement funding provisions - Hedge funds ‘can expect growth spurt’ - New cost standard for investments - INTERNATIONAL NEWS - King challenges pension funds to drive economic growth - Osborne’s pensions tax relief shake-up explained: What could happen and what should you do about it? - Millions face 'retirement crisis' over pensions tax raid - OUT OF INTEREST NEWS - Weak rand no catalyst for South African exports

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IRFA DISPATCH: Tuesday, 9 February 2016

LOCAL NEWS - Can retirement reform be successful without compulsory preservation? - Pros and cons of the new tax law on pension payouts - Numsa gives strike action notice over new tax laws - Pension funds ‘must properly investigate dependency’ - Bid to curb retirement fund investments in hedge funds slammed - CGT and your investments - FSB annual report skips damning details - INTERNATIONAL NEWS Pensioners trapped by ‘drawdown captivity’ - Pension checks show a SHOCKING 40 per cent of UK funds could be facing danger - Your pension — and how to protect it from the taxman - OUT OF INTEREST NEWS - Allan Gray enters tax-free market - Weak rand a result of sick economy

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IRFA DISPATCH: Friday, 5 February 2016

LOCAL NEWS - Take advantage of RA season to boost your retirement savings - Sanlam now offers one retirement umbrella fund for life - Retirement laws to level playing field - The fine tax line during retrenchments - Offshore funds burst through Reserve Bank limits - INTERNATIONAL NEWS - Public 'unaware' pension tax relief better than SSIA scheme - Millions of workers to get pension shock: Britons face poverty in old age - Companies gamble; pension funds take the hit.

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