Grow your wealth year on year by using your tax-free allowance. We offer tax-free products to suit your risk appetite, investment term and goal. 

We’re in the business of saving you money which is why we want to bring to your attention the implications of over-contributing towards your Tax-Free Savings Account. You’re allowed to invest R33 000 per tax year and R500 000 per lifetime, so any contribution made over and above the R33 000 will attract a 40% penalty payable to SARS.

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Tax-Free Savings
  • Opening deposit of R1 000
  • Access your money immediately
  • Don’t pay tax on interest earned

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Tax Free Investment Account
  • Opening deposit of R5 000
  • Don’t pay tax on your returns
  • Invests in unit trusts, exchange traded funds and wrap portfolios
  • A choice of various funds to meet your risk appetite

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Tax-free ETF savings account
  • Reduced brokerage of 0.2% with no minimum and no monthly fee
  • No securities transfer tax on purchases
  • No capital gains tax when you sell these products
  • No dividend withholding tax on dividends earned
  • No tax on interest earned
  • All approved ETFs offer you exposure both locally and offshore

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