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Tax Free Investment Plan

Tax Free Investment Plan

The PSG Wealth Tax Free Investment Plan is a flexible investment product geared for growth and tailored to your individual needs and risk tolerance. In addition to the benefits offered by a standard savings product, this tax free savings account also offers the additional advantage that you do not pay tax on the growth of your investment. Limits apply though, so be sure to include it as part of your holistic investment portfolio planning.

You can make flexible contributions (lump sum, debit order or ad hoc contributions) up to specified limits: a maximum of R36 000 per year and R500 000 over your entire lifetime. These limits are set by law. There are no restrictions on withdrawals, so you can access your savings at any time.

Choose to invest in a broad range of unit trusts available on the PSG Wealth investment platform. You can choose any combination of unit trusts offered in the tax free investment plan. You can also switch between unit trusts easily and cost effectively at any time.

Minimum lump sum investments: R6 000

Minimum debit order investments: R500 per month

Get more information on how to invest or visit our FAQ page.

Take a look at our Core Fund List

Get the Tax Free Investment Plan Key Information Document

Ready to invest?

With close to 200 offices throughout South Africa and two in Windhoek, quality advice is at your doorstep.Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.

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