With March 2025 marking seven months of the two-pot retirement system, it is an opportune time to reflect on key lessons, trends and challenges. At the Tax and legal update, held on 20 March 2025, senior legal adviser Felicia Hlophe provided a legislative update, discussed issues encountered with section 14 transfers, and unpacked the impact of two-pot on divorce claims. Manager in the Tax team Meagan Fraser explored trends observed since the implementation of two-pot last year, and shared considerations for replenishment for clients who have withdrawn from their savings component. Watch the 31-minute recording below.
See more from Tax and legal update 2025:
- 2025 Budget highlights – presented by Meagan Fraser
- Navigating the complexities of advising non-resident clients – presented by Felicia Hlophe and Meagan Fraser
- Tax and legal update: Burning questions answered – presented by Guané Coetzer
To view all the Tax and legal update 2025 content, click here.