Tax Free Savings Accounts

Grow Your Investments Without Paying Tax.

A tax-efficient investment account designed to help your money compound over time — with no tax on interest, dividends, or capital gains.

Low to Medium risk.
Long-Term
horizon.
Tax free
growth.
No Initial or
Performance fees.
What This Portfolio Is

A Smarter Way to Invest for the Long-Term.

A Tax-Free Savings Account (TFSA) allows you to invest up to R36 000 per year without paying tax on the growth within the account.

That means:

  • No tax on interest

  • No tax on dividends

  • No capital gains tax

Over time, this creates a powerful compounding effect.

Your investment is:

  • In your own name

  • Not a pooled unit trust

  • Fully transparent

  • Managed according to your chosen risk profile

The Foundations of the Tax-Free Savings Account.

Tax-Free
Compounding

All growth within the account is free from income tax, dividend tax, and capital gains tax.

Long-Term
Strategy

The account is most effective when used consistently over many years.

Flexible
Contributions

Contribute monthly via debit order or invest lump sums — up to the annual limit.

Portfolio
Choice

Select from approved exchange-traded funds and structured investment portfolios aligned to your risk tolerance.

Who It’s For
1. Long-term investors
2. Parents investing for children
3. Professionals building wealth efficiently
4. Investors maximising annual tax allowances

This account is suited to disciplined investors focused on long-term, tax-efficient growth.

Portfolio Objective

Designed to maximise long-term growth through tax-efficient investing.

By eliminating tax on growth within the account, more of your returns remain invested and compounding over time.

What to know

Investment Essentials.

Annual Contribution Limit: R36 000
Lifetime Contribution Limit: R500 000
Tax Treatment: No tax on interest, dividends or capital gains
Horizon: Long-Term
Structure: Portfolio in your own name
Fees: Transparent administration and advisory fee structure
The experts

Managed by Experienced Portfolio Managers.

How This Fits Into Your Broader Plan

This account can form part of a broader wealth strategy, helping investors build long-term capital in a tax-efficient manner alongside other investment solutions.