Reminder: Cut-off times for RA and Tax Free Investments for the 2019/2020 Tax Year

14 Feb 2020

Today is Valentine’s Day! Does your retirement plan need some love? Have you shown your Retirement Annuity Fund and Tax-Free Investment the love and attention it deserves too?

If you would like to make an additional contribution to your Retirement Annuity Fund, Tax-Free Investment Accounts for the 2019/2020 tax year, we need to receive your instructions, supporting documents and payments before 14:00 on 20 February 2020.

If you need to withdraw from you Investment accounts for Provisional Tax Payable the 2018/2019 tax year, we need to receive your withdrawal instructions before 14:00 on 20 February 2020.

Please refer to Communique #430 for more information on the various cut-off dates and times.

Our integrated wealthcare approach is based on your personal priorities and aspirations. This process is designed to give you a clear course of action for pursuing your goals that span various time horizons and life stages to empower you to do extraordinary things with your wealth, both now and in the future.

Happy Valentine's Day!

Regards,

Shane Thom, CFP^® GTP(SA)™
Managing Partner: Integrated Wealthcare Advisor