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The Currency Assist Insight Series

Introducing the Currency Assist Insight Series | Get the answers you need

Managing money across borders isn’t simple. South African businesses and individuals living or working abroad face a maze of rules, approvals, and tax considerations — from inheritance transfers to retirement annuities, from paying overseas employees to unlocking funds for global investments.

At Currency Assist, we’ve seen the same challenges play out time and again: confusion about SARS requirements, uncertainty around exchange control, and delays that cost people both time and money.

That’s why we’ve created the Currency Assist Insight Series.

These articles are designed to:

  • Explain complex issues simply — so you know what really matters.
  • Show you the pitfalls South Africans abroad often face.
  • Demonstrate how Currency Assist can help — by saving you time, reducing costs, and keeping you compliant.
  • Share real-world experiences from clients who’ve already walked this journey with us.


Whether you’re unlocking your retirement annuity, moving an inheritance offshore, paying staff abroad, or making an international transfer, the Insight Series will guide you step by step.

Read on, and discover how Currency Assist can make your international money matters simpler, faster, and safer — so you can focus on what’s ahead, not on the red tape behind.

Tax & Residency | Get the answers you need

Practical guidance on how residency status impacts your global finances.

  • Financial Emigration vs Tax Emigration
    What’s changed since 2021, and how to make the move to tax non-resident status.
  • Tax on My Worldwide Income
    Do South Africans abroad still pay tax on global earnings? Here’s what you need to know.

Retirement & Wealth Transfers | Get the answers you need

How to unlock and transfer funds built up in South Africa.

  • How to Cash Out Your Retirement Annuity as an Expat
    The new rules for accessing your RA abroad — and how to move the funds offshore.
  • Inheritance Transfers
    Receiving an inheritance in South Africa but living overseas? Here’s how to get it safely to you.

Business & Payroll | Get the answers you need

Solutions for South African employers and professionals with cross-border commitments.

  • International Transfers
    The rules, allowances, and approvals you need to move funds abroad — simplified.
  • Paying Employees Abroad
    How South African businesses can pay staff working overseas while staying compliant.
“My experience since first contact until the money had been transferred has been SUPER professional. An extremely competent team of highly skilled, capable individuals that made the transaction simple and uncomplicated. Phenomenal job. Thank you.”

– Erhardt Scholtz, Private Client

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