Tax on pen­sion fund sur­plus

Weekend Argus (Saturday Edition) - - GOODPUZZLES -

I was re­cently con­tacted by a trac­ing agency con­tracted by a preser­va­tion fund that is ap­par­ently hold­ing un­claimed ben­e­fits aris­ing from a sur­plus in a fund to which I be­longed. How do I ver­ify whether the agency is le­git­i­mate be­fore I hand over my per­sonal de­tails, and what are the tax im­pli­ca­tions of tak­ing the money as cash?

MK Naidoo

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