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Retirement Fund Withdrawal Tax Calculator Retirement Fund Withdrawal Tax Calculator

Retirement Fund Withdrawal Tax Calculator

Tax payable on lump sum at retirement or death from fund Tax payable on lump sum at withdrawal from fund Cash flow term calculator for capital vs income

When to use the withdrawal tax calculator:

At early withdrawal from all retirement funds, i.e. retirement annuity, pensioen, provident and preservation funds the withdrawal tax table (this calculator) apply. Withdrawals from retirement annuities are only possible under the following circumstances before 55:  Full cash withdrawal if total fund value is smaller than R 7000 Withdrawal in terms of a valid divorce decree Full withdrawal as a result of emigration Withdrawals from pension, provident and preservation funds are only possible under the following circumstances: Full withdrawal as a result of the dissolution of the employer fund Full withdrawal as a result of the termination of pension or provident fund membership because of resignation, dismissal or retrenchment Full cash withdrawal if total fund value is smaller than R 7000 Withdrawal in terms of a valid divorce decree Full withdrawal as a result of emigration
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Retirement Planning

Answer the questions to calculate your tax on withdrawal:
 
Withdrawal benefit R
Your contributions that were not permitted as deductions R
Previous withdrawal benefits received on or after 01/03/2009 R
Retirement fund lump sum benefits received on or after 01/10/2007 R
     
   
     
Tax according to the withdrawal tax table
 
Tax now payable R
Retirement Fund Withdrawal Tax Calculator

Post Retirement

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