There are various types of provident funds that can be used by an individual for regular savings and investing objectives. These funds operate and are taxable in different ways from one another. Additionally, they are governed by various sets of laws.

The Provident Funds fall into the following categories:

The Provident Funds Act, 1925, which was passed by the Parliament, established the Statutory Provident Fund/General Provident Fund. Governmental and semi-governmental bodies look after this money. A portion of the government worker’s pay is contributed to this fund. At the time of retirement or superannuation, the government employee receives payments from the fund’s accumulations. This account is accessible to all government employees, however the GPF is not offered to the commercial sector. This account is available to all government employees, but personnel in the private sector are not eligible for the GPF. This fund can be used to withdraw GPF advances, which have no interest and are paid back in equal monthly instalments. The number of GPF advances is unrestricted. At retirement or superannuation, this money reaches maturity.

A recognised provident fund is one that the Commissioner of Income-tax has approved in accordance with the guidelines and regulations found in the Income-tax Act. Included in it is a provident fund created in accordance with a plan created under the Employees’ Provident Funds Act of 1952. Organizations in the private sector manage this fund.

This Employees Provident Fund is well-liked. Anyone who employs 20 people or more must register with this EPF and make contributions to the Fund.

Public Provident Fund: For residents, this fund serves as a tax-saving and investing tool. The PPF account may be opened at any of the chosen nationalised bank subsidiaries and branches as well as the chosen post office branches. The minimum and maximum investment contributions are 500 and 1.5 lac rupees, respectively. It is a 15-year strategy, and the account doesn’t mature until 15 years have passed. With PPF, there is no room for early withdrawal. There is no option for loans or advances made against or from PPF.

Unrecognized Provident Fund – An unrecognised provident fund is one that neither meets the requirements of a statute

Taxability of Provident Fund contributions and withdrawals:

  • When these monies are used, the question of whether they are taxable comes up.
  • contributing money to the fund,
  • Getting the fund’s matured amount, and
  • income from the fund’s interest.

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