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SARS Retirement Fund Lump Sum Tax Calculator

Work out Tax Payable on Pension, Provident and Retirement Annuity fund lump sums

RETIREMENT FUND LUMP SUMS
Use our fund benefit calculator to work out the tax payable on lump sum payments from Pension funds, Provident funds and/or Retirement Annuity funds.

We have the SARS tax rates tables built in - no need to look them up!

Tax year:  
When are you withdrawing?  

retirement, retrenchment or death
Amount of lump sum:   R


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Calculating
Amount you keep:
R @{ amountToKeep }

This is how you work it out:
Lump sum amount: @{ lumpSum | formatMoney }
Less: Tax on lump sum: @{ taxOnLumpSum | formatMoney } (@{ explanation }) @{ taxOnLumpSum | formatMoney } (@{ explanation })
Equals: @{ amountToKeep | formatMoney }

This is just an estimate and previous lump sums received may affect the calculation

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