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