WHAT IS TAX-FREE INVESTMENT?
It’s a type of wealth creation tool that allows anyone to invest without tax being paid on the money you earn. Click here for some details on how it works.
Learn about investing tax-free
No tax. Low fees.
A smarter investment.
Discover the tax-free investment of the future
Whether it’s your first investment or your latest one, the OUTvest Tax-Free Plan is a powerful, convenient way to make the most of your money.
Here's why:
Pay less, earn more
Low fees, no tax and compounding investment growth means more money stays in (and comes out) your investment.
Real-time insight
Our cutting-edge monitoring system lets you open the app and stay on track towards your investment goals.
Invest your way
Withdraw or top up at any time. There are no lock-in contracts or hidden terms and conditions - this investment is on your terms.
Frequently asked questions
WHO SHOULD CHOOSE TAX-FREE INVESTING?
Our government created tax-free incentives as a vehicle for South Africans to grow their money. OUTvest’s Tax-Free Plan is built to take maximum advantage of this initiative. The following people would benefit from an OUTvest Tax-Free Plan:
- Anybody with a South African ID number (from birth).
- Those aiming to build wealth over the long term,
- People seeking high quality, diversified portfolios.
- Investors seeking low fees to maximise returns
WHAT MAKES THE OUTVEST TAX-FREE PLAN UNIQUE?
Tailored for you, in minutes
We built OUTvest so that you could be more in control. Build your own investment online. Use over 115 years of market and economic data to help you design an investment plan for your future. It’s easy and there is no obligation to invest.
Low fees make a big differenceFees make a bigger different than you think, in some cases more than 25% of your investment can go towards fees. OUTvest is committed to low and transparent fees.
All the power, none of the hassle
From sign up to cash out, we’ve made sure that every step is simple and effortless. You can sign up right now without filling in paperwork, and once you’re set up you can manage your investment on our app or website.
Get your free, no obligation estimate in minutes
Build my Tax-Free Plan
High quality investments
OUTvest offers four passive multi-asset funds and one high quality actively managed money market fund. We used an evidence-based approach to design a set of investments that are suitable for almost anyone. And our systems select the right one to help you achieve your specific investment objectives.
Stay on trackOur world-class tracking software makes it easy to follow your investment while keeping an eye on your performance at all times. If you start lagging behind your goals, the tracking software not only alerts you, but also suggests how to get back on track.
HOW MUCH DOES IT COST?
Our fees are as low as 0.2% (including VAT and transaction costs). There are no signup, switching, performance, transfer, or cancellation charges - ever. For a more detailed look at our fee structure, click here.
. Get startedONEfee changes the value of your investment
ONEfee changes the value of your investment
The total cost of “Traditional investing” is assumed to be 3% per year. Traditional investing is when you pay an advice, administration and fund management fee. The results are modelled based on a historical growth rate using the asset allocation of the Moderate fund. All investments are exposed to risk, not guaranteed and depended on the performance of the underlying investments.
Investment meets convenience
Investment meets convenience
OUTvest's app and online platform give you absolute power over your investment.
Check your real-time progress
Move and withdraw your money
Find statements or get support at the tap of a button
Now that’s future-forward investment.
It's time to get started
The longer you’re invested, the more money you make.
You’re just minutes away from building your wealth, tax-free. Ready to get going?
Here are your options.
Try it out
Get a commitment-free projection and sign up without signing or scanning anything. Click the button below to begin your investment journey.
START YOUR INVESTMENT NOWDownload the OUTvest app
If you’d like to see what OUTvest’s investment approach can do for you, our app is a great place to start. Play around, experiment and discover the power of our unique approach.
Keep in touch
We’re always gaining and sharing new, fascinating investment knowledge to help our clients get the most out of their money. Follow us on social media to keep up to date on what’s happening in investment.
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Not sure about how or where to start? We’re here to help.
Let OUTvest help you cut your tax bill
In 2020, Tax Freedom Day in South Africa fell on 19 May. Theoretically speaking, this is the point in time when South Africans earned enough income to pay taxes. In other words, up until then, every Rand you had earned was used to fund government expenditure.
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What happens if you need to withdraw from your investments?
COVID-19 and the impacts of Lockdown have created an untenable situation for some, where there is no choice for them but to withdraw from their investments, in this article we will talk you through some of the rules and impacts of doing this.
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