Category: Tax Planning

Graphical image of man with bank savings

I have an Approved Retirement Fund (ARF) – Am I withdrawing too much or too little income?

The first step is to remember exactly what your Approved Retirement Fund is, and why you have it. When you originally accessed your pension, you received a tax free lump

Image of an elderly retired man hold a cane

Obligatory ARF Payments (Imputed Distribution) Explained

Obligatory ARF Payments (Imputed Distribution) Explained. Typically, around November and December every year ARF Providers / Insurance Companies will begin to process annual ‘Imputed Distribution’ payments to ARF holders. We