A preservation fund is a retirement fund in terms of the Pension Funds Act. It is a tax-effective investment vehicle designed for individuals who wish to invest the proceeds of their company-sponsored retirement plan in a tax-efficient manner. 

You cannot, however, split the proceeds from one pension or provident fund across different preservation funds. You cannot make contributions to your preservation fund from other sources. Your investment will thus only grow in line with its net investment return.

This e-book covers:

What is a preservation fund?

Why should you preserve?

What are your choices?

Is this really free?

Yes! At 10X, we’re set on helping people retire with more money and believe that financial education is the silver bullet that will help us get there. To this end we’ve created several resources to support both individuals and companies in making the best savings and investment decisions for their financial future. To view our other free e-books, click here.

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