Exchange Traded Funds (ETFs) Investment Seminar/Webinar:
 
Tax free and retirement annuity/living annuity investments
 
Tuesday, 8 February 2022
 
Our next hybrid seminar, which allows for in-person attendance as well as a live webcast for those unable to attend, addresses two key investment topics:

  • Tax Free Investments: 
    • maximise your tax-free allowances for 2021/2022 tax year and beyond;
    • construction of optimal tax-free investment accounts; and
    • details of the etfSA Investor Hub tax-free accounts and the transfer of Computershare tax-free accounts to the Hub.

  • Investment in Retirement Products:
    • briefing on new legislation and regulations impacting on retirement funds;
    • making optimal use of annuities for Tax and Estate Duty savings; and
    • details and feedback on the etfSA Retirement Annuity, Living Annuity and Preservation Fund policies.
 
Speakers Mike Brown and Nerina Visser
Venue
(limited to 120 people)
Glenhove Conference Centre, 52 Glenhove Road, Melrose Estate
Webcast Access by live webcast to the Seminar for those who cannot make this live event (broadcast from 18h00 on 8 February 2022)
(no limitation to number of registrations
Date 8 February 2022
Time (live seminar) 17h30 for 18h00 – Registration
18h00 – 19h00 – Seminar and Q&A 
19h00 – Cocktail event
RSVP Live Event at Glenhove Conference Centre, email: seminars@etfsa.co.za with your name, surname and email address
(limited to 120 people: only the person who has reserved a space will be allowed entry; there is secure parking at the venue)
Registration for the webcast: (click here)
 
There is no charge for attendance, but we need to know you are coming for catering purposes.