South Africa
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Tax-Free investment solutions

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We have a wide range of tax-free investment solutions

To take advantage of tax-free solutions have one of our financial advisors call you back.



Some of the benefits

Easy way to invest

A simple way to grow your investment throughout your lifetime in a tax-efficient way

Tax advantageous

Favourable tax benefits where the growth of your investment is tax free

Wide range of solutions

Choose from a range of tax-free investment solutions such as fixed term bank accounts, unit trust investments or exchange traded funds (ETF)

Cumulative benefit

You can invest a maximum of
R 36 000 per annum with a lifetime contribution of
R 500 000
What you get
  • You can choose a range of tax-free investment solutions to meet your risk appetite and tolerance
  • You have a maximum of R36 000 per annum and a lifetime cumulative contribution of R500 000 per annum
  • You can withdraw from your tax-free investment; however, this will be set off against your lifetime contribution
  • Should you choose to withdraw your investment, there is no capital gains tax charged
  • You can transfer your tax-free investment to us

Terms and conditions, risks and limitations apply.

What it costs
  • The premium you will pay is limited to R36 000 per year, and any charges will be based on the type of solution you choose
  • There are zero performance fees and low admin fees, which will be clearly stated in our quote and fund fact sheets
How to get it
  • What you get
  • What it costs
  • How to get it
  • You can choose a range of tax-free investment solutions to meet your risk appetite and tolerance
  • You have a maximum of R36 000 per annum and a lifetime cumulative contribution of R500 000 per annum
  • You can withdraw from your tax-free investment; however, this will be set off against your lifetime contribution
  • Should you choose to withdraw your investment, there is no capital gains tax charged
  • You can transfer your tax-free investment to us

Terms and conditions, risks and limitations apply.

  • The premium you will pay is limited to R36 000 per year, and any charges will be based on the type of solution you choose
  • There are zero performance fees and low admin fees, which will be clearly stated in our quote and fund fact sheets
We also offer
Unit Trusts Product Details
Unit trusts

A STANLIB unit trust is a simple and easy way to invest.

You can sign in to STANLIB online or reach out to one of our financial advisors.

Traded Funds Online Product Details
Exchange Traded Funds

Start investing in ETFs in real-time, across a variety of asset classes.

Open an account today and put your trading strategy into action