Your tax-free investment

You can invest in one or more of nine of our unit trust funds tax-free. Investment returns are 100% tax-exempt.

Benefits of tax-free investing

You earn tax-free growth on your contributions into your investment. You don’t pay tax on any dividends (normally, 20% tax is charged). You don’t pay tax on any interest earned. You don’t pay tax on capital gains (ie any profit made on the sale of your investment).

Tax-free investing

You are allowed to invest up to R36 000 tax-free per year with a lifetime limit of R500 000 across all your tax-free investment accounts with financial institutions.

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