Retirement Planning - Tax on withdrawal online course


The purpose of this course is to equip the financial planner with a theoretical background, as well as a step-by-step practical approach to calculating the tax liability resulting from a lump-sum withdrawal benefit being taken from a retirement fund. The theory is supported by practical examples as well as activities for completion by the planner.

Once you have successfully completed this course, you will be able to:
  1. Calculate tax liability in respect of retirement fund lump-sum withdrawal benefits in any scenario.

Online course details


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