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Modern architecture of Lisbon, EDP, Portugal Energy Building.

Tax-free investing

Although you don’t get a tax deduction for money you invest in a tax-free investment (also known as a tax-free savings account), you can still enjoy tax-free growth. And you won’t pay any tax on the proceeds when you decide to take money out of the investment.

You can invest up to R36 000 every tax year (R3 000 per month) in a tax-free investment, limited to R500 000 over your lifetime. Government may adjust these limits from time to time.

Benefits of a tax-free investment

  • Invest from as little as R500 per month, limited to R36 000 every tax year.
  • Only certain investment solutions are available for a tax-free investment. Your financial adviser will help you choose the most suitable investment solutions.
  • You have full access to your money at any time, but the benefit becomes more meaningful the longer you stay invested.

Investment option

Flexible Tax-free Option

Grow your money tax free.

Minimum investment

From R15 000 lump sum; from R500 per month.

Investment period

Keep your money invested until you need it.

Features

Access your money whenever you need it.

Enjoy tax-free growth.

Choice of particular investment funds and solutions to suit your needs and goals.

Grow your money tax free.

Need financial advice?

A financial adviser can help you with a financial plan to start your investment journey.

Contact us

Local investing: Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts





Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing





Office hours are Monday to Friday from 08:00 to 17:00.

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