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Comprehensive, third party, fire and theft or third party only car insurance. Premium based on risk profile.
The Standard investment is an investment into unit trust funds
Add or withdraw funds at any point in time
Interest, dividend and capital gains tax are applicable. Certain tax exemptions are allowed
The investment forms part of your estate and can be used to fund debt in the estate. Estate duty and executor's fees will apply
The Tax-free investment provides tax savings on your investment returns
Invest a maximum of R 33 000 p.a. and no more than R 500 000 in your lifetime. Withdraw funds at any point in time
Tax-Free while invested. NO capital gains, dividend withholdings or tax on interest income
The Retirement Annuity is an investment providing for retirement
Invest at any time but no withdrawals before the age of 55. After 55, up to 1/3rd can be taken in cash. The rest must purchase income annuity
Tax-free while invested. Contributions are tax deductible (up to a limit) i.e. it reduces your tax payable. Tax is applicable upon retirement
No estate duty or executor's fees will apply. The Fund Trustees will distribute any remaining investment to your dependants