Retirement Planning – Retirement Fund Contributions Taxation Course video
The Retirement Planning – Retirement Fund Contributions Taxation Course covers the following topics:
- Tax deduction of retirement fund contributions for individuals.
- Calculation of the maximum deductible amount.
- Impact of contributions on:
- Assessed loss.
- Taxable capital gain.
- Exemption of disallowed contributions against compulsory annuity income.
Please note that this course focuses on the technical aspects and theory behind the tax treatment of retirement fund contributions and disallowed contributions.
The course consists of a 50-minute video illustrating the different tax treatments of lump sum retirement and withdrawal benefits in a practical manner. It ends with a short five-mark quiz to test your knowledge and verify the learning. The pass mark for the course is 60% and you may attempt the quiz three times in order to achieve the pass mark and earn 1 verifiable CPD hour.
Learners will be able to download the presentation in PDF format for making notes and future reference.
Once you have passed the quiz, you will be able to download a certificate of successful completion.
Who should complete this course?
Financial planners who advise clients on pre- and post-retirement matters.
How will learners benefit?
Key Individuals and Representatives who complete this online course will gain a clear understanding of how to calculate the deductible portion of retirement fund contributions and how to treat disallowed deduction against future income and earn 1 CPD hour towards maintaining their competence requirements.
FPI members will earn 1 CPD hour in the Online Programme category.
The SAIT members will also earn 1 CPD hour.
Video details
Video registration
You can either purchase this course individually or you can purchase it as part of a CPD package deal that is currently running on all our online content. This deal has been structured to give you easy access to FSCA CPD hours in a convenient and affordable way.
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