Old Mutual Tax Free Investment & Savings

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?

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What are tax free investments?

A tax free investment is a simple savings solution, where you get interest on your money without being taxed on any growth that your money has earned. It gives you flexibility on how much you want to save monthly, and the option to withdraw your investment at any time.

What tax free investments are available?

Old Mutual has a full range of tax free investment funds to choose from. We will tailor a savings solution for you, based on what you can afford and what your saving goals are. Speak to us about a tax free investment today.

HOW DO TAX FREE INVESTMENTS WORK?

CHOOSE FROM A RANGE OF FUNDS

  • Depending on your savings needs, Old Mutual has a range of investment funds to choose from.

CHOOSE HOW YOU WANT TO INVEST

  • Invest with Old Mutual from only R200 p/m.
  • Payment flexibility and the option to contribute lump sums, regular investments or both, up to
    R33 000 per year.

NO TAX ON YOUR INVESTMENT GROWTH

  • Your investment growth won’t be taxed.
  • No fixed terms on how long you want to save.
  • The longer you save, the longer your savings grow.

TAKE YOUR MONEY OUT ANYTIME

  • You can withdraw your money at any time without penalties or taxes on your money. However, it is advisable to remain invested for at least 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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