OLD MUTUAL INVEST TAX FREE PLAN

Imagine the peace of mind that comes from having an investment that allows you to save for your dreams and goals, gives you access to your money at any time, and offers you payment flexibility without any penalties. Not just that, a tax-free savings account in South Africa is an investment where you get your full investment return without being taxed on any of the growth you have earned.

Tax Free Savings Video

SO HOW DOES IT WORK?

INVEST ONLINE TRANSFER TO US
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WHY CHOOSE THE TAX FREE PLAN, WHAT ARE THE BENEFITS?

INVEST FROM ONLY R200 PER MONTH

  • Choose from a wide range of investment funds.
  • Invest up to R33 000 in the current tax year
    (1 March to end February).

PAY NO TAX ON YOUR INVESTMENT

  • You pay no tax on your investment growth or when you take your money out.
  • You pay no tax on dividends, capital gains or interest.

TAKE YOUR MONEY OUT ANYTIME

  • You may withdraw money from your investment at any time.
  • It is advisable to remain invested for at least three to five years.
 

What makes the Old Mutual Invest Tax Free Plan the best tax free savings account in South Africa? It’s a simple and transparent savings plan where you can choose your own investment funds helping you save money and earn tax free interest. It is so easy to invest in your goals, start today with a lump sum or choose regular investments - simply open a tax free savings account online.

Example of what your tax free savings could be worth in 10 years from now:
download-tfsa
What you put in:
R1000 per month
(increased every year to keep up with inflation)
 
=
coins-tfsa
Your savings could be worth:
R 224 086
chart-tfsa
Which includes your tax-savings of:
R 10 729
 

This projection is based on investments into the Old Mutual Balanced Fund. These amounts are not guaranteed and are shown for illustration purposes only.

You can choose how much to save, how often, for what period, and pick from a range of investment funds based on your goals and the potential growth you want to achieve. Use the free online tax free savings calculator to calculate your tax savings and total savings on a tax free investment:

CALCULATE HOW MUCH YOU CAN SAVE
 
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