Retirement fund of tax deductions online course


The purpose of this course is to equip the financial planner with the theoretical background, along with practical examples, to calculate the maximum deductible retirement fund contribution that a client has available in any year of assessment. This will allow the planner to provide appropriate recommendations to clients in this regard when doing holistic planning or, more specifically, retirement planning. As previously mentioned, the theory is supported with practical examples throughout the course, and are followed by activities that are to be completed by the planner.

Once you have successfully completed this course, you will be able to:
  1. Calculate the maximum deduction allowed, in terms of section 11F of the Income Tax Act, 1962, in any client scenario.

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