Sage Pastel Payroll & HR workshop: Retirement funding – Jul/Aug/Sep 2014

This workshop is aimed at those struggling to understand the differences between pension funds, provident funds, retirement annuities and income replacement policies. Which ones are tax deductibles, fringe benefits or both? This course is designed to teach the basics of the legislation as well as the processing of these different funds on the Sage Pastel Payroll & HR software.

What will be covered?

1. Retirement Funding Income (RFI) and Non-Retirement Funding Income (Non-RFI).

2. Differences between the types of retirement funds:

  • Pension Funds
  • Retirement Annuities
  • Provident Funds
  • Income Replacement Policies

3. Different type of transactions to use for each retirement fund.

4. SARS codes relating to retirement funds.

5. Setting up the Retirement Funding Income profile in Sage Pastel Payroll & HR.

6. Approved and unapproved funds (protected and unprotected policies).

7. Lump sums and retirement funds.

Cost

  • R1,100 (incl. VAT)

When and where

All workshops will run from 09h00 to 13h30. Registration from 08h30.

Johannesburg:

  • 28 & 29 July
  • 11 & 14 August
  • 03, 04 & 22 September

Pretoria:

  • 28 & 29 July
  • 05 & 27 August
  • 02 & 22 September

Cape Town:

  • 25 July
  • 07 August

Durban:

  • 22 & 28 July
  • 07 & 20 August

Download the booking form.