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The plan for South Africa, from the inside

These are all 34 steps of the South Africa journey, exactly as they appear in your personal plan — with the lead time and the costs next to them. Not a brochure: this is the file that feeds the platform. Pick another country below if you're heading elsewhere.

Steps
34
Phases
5
Official sources
43
Only for your situation
6

Phase 1

5 steps

Orientation

South Africa is not an EU move but a visa journey with a department that is notoriously slow — and at the same time a country where the sums work out surprisingly well: full AOW export, an exemption for foreign pensions, no jet lag and half the housing costs. This phase puts the routes and the honest reality side by side.

  1. 1.1

    Understand the system: your residence is a visa, and the department is slow

    Lead time
    reading step
    Costs
    none

    2 official sources

  2. 1.2

    Explore the routes: pension, assets, work or partner

    Lead time
    an evening of reading, and the conversation about it
    Costs
    none

    1 official source

  3. 1.3

    Get a picture of what it's going to cost

    Lead time
    1-2 hours with the calculator
    Costs
    none
  4. 1.4

    Take the decision together

    Lead time
    no fixed one; take your time
    Costs
    none
  5. 1.6

    Choose your target date

    Lead time
    five minutes, below
    Costs
    none

Phase 2

6 steps

Your visa

The application is a file of evidence: income or assets, clearances from every country you lived in, and everything apostilled. The police clearances are only valid for six months — so the order of gathering is itself a clock. And since July 2026 the medical report has been scrapped; checklists that still mention it are out of date.

  1. 2.1

    Make the route choice final

    Lead time
    a week of calculating and comparing
    Costs
    none

    2 official sources

  2. 2.2

    Gather the documents: clearances and apostilles

    Lead time
    4-8 weeks; the police clearance is valid for 6 months
    Costs
    clearances and apostilles ± € 30-60 per document

    2 official sources

  3. 2.3

    Build the proof of income or assets

    Lead time
    2-4 weeks, partly at your pension fund or accountant
    Costs
    accountant's statement on quotation

    1 official source

  4. 2.4

    Submit at the embassy in The Hague

    Lead time
    the appointment plus the processing time; count in months
    Costs
    fees plus service charges; see the cost indication

    1 official source

  5. 2.5

    The waiting time: what you can and can't do

    Lead time
    the processing time itself; use it
    Costs
    none

    1 official source

  6. 2.6

    After issue: know your validity and your extension clock

    Lead time
    an hour of reading that saves months later
    Costs
    none

    1 official source

Phase 3

11 steps

Closing the Netherlands

The familiar list, with two big differences. There's no healthcare treaty: no S1, no CAK — you arrange your private insurance before departure, because the visa asks for it. And the tax treaty is a source-state treaty: the Netherlands keeps levying on AOW, pension and annuity — but South Africa largely exempts foreign pensions, so you don't pay twice.

  1. 3.1

    Arrange your healthcare: private, and before departure

    Lead time
    comparing and taking out 2-4 weeks
    Costs
    count on € 100-400 per person per month, age-dependent

    2 official sources

  2. 3.2

    AOW and pension: the Netherlands levies, South Africa exempts

    Lead time
    the report is an afternoon; the sum is an evening
    Costs
    none

    2 official sources

  3. 3.3

    The tax wind-up: M return and the protective assessment

    Lead time
    the M return follows in the year after departure
    Costs
    none

    1 official source

  4. 3.4

    Stop allowances, and inform the SVB

    Lead time
    an hour
    Costs
    none

    2 official sources

  5. 3.5

    Deregister with the municipality

    Lead time
    five working days before departure, not earlier
    Costs
    none

    1 official source

  6. 3.6

    DigiD, bank and your vote: keep the lines with the Netherlands

    Lead time
    an afternoon
    Costs
    none

    2 official sources

  7. 3.7

    Documents: apostilles, and a file that keeps travelling with you

    Lead time
    2-3 weeks
    Costs
    certificates and apostilles ± € 30-60 per document

    1 official source

  8. 3.8

    Partner comes along without a job of their own

    Lead time
    an evening together, then a few things to arrange
    Costs
    none — the consequences are in the article

    2 official sources

    Only if this applies to you

  9. 3.9

    Living partly in the Netherlands: the eight-month rule

    Lead time
    one decision, before you commit to anything else
    Costs
    none

    4 official sources

    Only if this applies to you

  10. 3.10

    The house in the Netherlands: sell, rent out or keep

    Lead time
    one conversation with the mortgage lender and one with a tax adviser
    Costs
    advisory hours; when renting out possibly an interest surcharge from the bank

    2 official sources

    Only if this applies to you

  11. 3.11

    Children staying in the Netherlands: DUO, healthcare and the house

    Lead time
    an evening, and after that one report a year
    Costs
    none

    1 official source

    Only if this applies to you

Phase 4

4 steps

The move

The container takes six to ten weeks and the household contents are exempt — provided the form is right. The car doesn't come: left-hand drive cars are simply banned in South Africa. And the pet has the longest lead time of everyone: you apply for the import permit at least two months before departure.

  1. 4.1

    The container: six to ten weeks, and form DA 304

    Lead time
    quotes 6-8 weeks ahead; the voyage itself 6-10 weeks
    Costs
    see the cost indication

    2 official sources

  2. 4.2

    The car: sell it, because left-hand drive can't enter the country

    Lead time
    sale 2-4 weeks before departure
    Costs
    the sale actually brings money in; the BPM refund lapses here

    2 official sources

  3. 4.3

    The pet: the two-month permit

    Lead time
    permit at least 2 months in advance; vaccination windows within that
    Costs
    see the cost indication

    1 official source

    Only if this applies to you

  4. 4.4

    The flight: eleven and a half hours, zero jet lag

    Lead time
    book as soon as the visa is there
    Costs
    see the cost indication

Phase 5

8 steps

Arrival in South Africa

The papers are in; now it becomes a life. The tax authority and the bank both want a file, you choose the house by neighbourhood before price, the school by quintile — and the clocks keep running: the extension sixty days before expiry, and for permanent holders into the country at least once every three years.

  1. 5.1

    SARS: register your tax status

    Lead time
    registration within weeks of settling
    Costs
    none

    1 official source

  2. 5.2

    The bank: the FICA file

    Lead time
    days to two weeks, provided the file is complete
    Costs
    watch the monthly charges

    1 official source

  3. 5.3

    Housing: choose the neighbourhood before the house

    Lead time
    renting 2-6 weeks; buying at a South African pace
    Costs
    see the cost indication

    1 official source

  4. 5.4

    Healthcare in practice: using the medical aid

    Lead time
    registrations and GP choice in the first weeks
    Costs
    premium plus excesses; see the cost indication

    1 official source

  5. 5.5

    Family: the school by quintile and in practice

    Lead time
    enrol well before January; the school year follows the calendar year
    Costs
    public R 25,000-60,000 a year in the good neighbourhoods; private more

    1 official source

    Only if this applies to you

  6. 5.6

    The car: buying right-hand drive, and your driving licence

    Lead time
    buy in the first weeks; the driving licence has more time
    Costs
    see the cost indication
  7. 5.7

    Safety as a system, not as fear

    Lead time
    the first months are the apprenticeship
    Costs
    security is often included in the service charges of estate or complex
  8. 5.8

    The clocks in the diary

    Lead time
    half an hour, and then never forget again
    Costs
    none

    2 official sources

6 of these steps aren't always there. They appear only when your answers call them up — a pet, a car, children staying behind. That's the difference between a plan and a checklist in which you have to work out yourself what applies.

Look inside

This is what one step of your plan looks like

Not a brochure but the real thing: this is one of the steps of the South Africa journey, exactly as it appears in your personal step-by-step plan — with the deadlines, the counters and the sources.

Step 3.2 of your plan

AOW and pension: the Netherlands levies, South Africa exempts

Lead time
the report is an afternoon; the sum is an evening
Costs
none

Whoever brings the southern European logic along — pension follows the country of residence — counts themselves thousands of euros too rich here. Article 17 of the treaty lets pensions, annuities and social security benefits be taxed in the country they come from: the Netherlands simply withholds wage tax on your AOW (the Dutch state pension), your occupational pension and your annuity, without a threshold amount. An exemption declaration isn't on the cards, and an ABP pension stays Dutch anyway via article 18.

The good news is on the other side: South Africa exempts foreign pensions for service outside South Africa, just like foreign social security benefits — so you don't pay twice, but simply the Dutch rate. That exemption was politically under discussion in 2025 and survived; it's the monitoring point of this route, and the step-by-step plan keeps an eye on it.

This is step 3.2 of 34. The other 33 are ready for you — each with the same sources, the same counters and a planning that watches your dates.

And what you don't see here

This page shows the content. What a page can't show is the work the platform does for you afterwards:

  • The clocks that start running the moment you begin, and a nudge at the moment something is asked of you — not earlier.
  • Your documents in one place, with their expiry dates watched, so nothing lapses while you wait for something else.
  • The ticking off, together with your partner on the same journey.
  • The steps that drop out or appear based on your answers, so your plan holds only what really applies to you.

Ready to start on South Africa?

All 34 steps, set to your situation and with the deadlines watched. € 399 once, no subscription.

The departure guide

Five mails, and you see your whole journey

Not ready to start yet? Then we'll send you the departure guide for South Africa: five mails in a week and a half, with the order, the pitfalls and the real costs. After that one question about where your plans stand, and beyond that only a short update when something in South Africa really changes — at most one a month, no newsletter, and you can switch it off at any time.

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