How to start a tax-free investment

Wealth

Tax-free Investment

If you are investing for the long term, or if you are already paying income or capital gains tax on your existing investments, you can invest in unit trusts through a tax-free investment account and benefit from tax saving on your investment return. 

If you are investing for the long term, or if you are already paying income or capital gains tax on your existing investments, you can invest in unit trusts through a tax-free investment account and benefit from tax saving on your investment return. The maximum amount you can put into your account per tax year is currently R 33 000, with a lifetime maximum of R 500 000.

Tax benefits

The interest, capital gains and dividends you earn are completely tax free. 

The same tax benefits apply at retirement whilst taking an income from the tax-free investment.

 

Availability

Your investment is available on request at any time, without any penalties. The market related value will apply.

 

You only need R500 a month

To benefit from our investment expertise, you need a minimum of R500 a month. If you don’t want to invest monthly, you can start with a single lump sum of R20 000.

 

Choose a portfolio that suits your needs

Your investment returns come from a portfolio you choose. When choosing a portfolio, there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other.