No tax. Low fees.
A smarter investment.

OUTvest’s Tax-Free Plan makes
investing simpler and more rewarding.

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:

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Pay less, earn more

Low fees, no tax and compounding investment growth means more money stays in (and comes out of) your investment.

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Real-time insight

Our cutting-edge monitoring system lets you open the app and stay on track towards your investment goals.

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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

What is a Tax Free Savings Account?

To help South Africans save, our National Treasury created the Tax-Free Savings Account. Our Tax-Free Plan lets you add and withdraw money – without having to pay any tax. There are limits to the amount you can contribute in a tax year (from February to February) and over your life time which makes it suitable for longer term investing.

When is a Tax-Free Savings Account suitable?

Tax-Free Savings Accounts are suitable for those with longer term investment objectives, or where you could save tax, for example:

-        Anyone with a South African ID number can open a Tax-Free Savings Account

-        Great for longer term investments where you could be liable for tax on capital gains, dividends tax or tax on interest income

-        You can have more than one Tax-Free Savings Accounts, but cannot contribute more than the annual limits across all of them

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 difference

Fees make a bigger difference than you think, in some cases, more than 25% of your investment can go towards fees. OUTvest is committed to low and transparent fees.

Funds of the future

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

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 track

Our 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 0,8% (excluding VAT and transaction costs). There are no sign up, switching, performance, transfer, or cancellation charges - ever. For a more detailed look at our fee structure, click here.

Discover the OUTvest difference

Our passive investment approach means that we’re able to drive down fees far below conventional benchmarks. Here’s the impact of these low fees combined with our innovative way of seeing and fostering your money. 

It costs you less per year if you OUTvest.

OUTvesting

per month

per year

per year

Traditional investing

per month

per year

per year

Investment meets convenience

OUTvest's app and online platform give you absolute power over your investment.

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Check your real-time progress

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Move and withdraw your money

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Find statements or get support at the tap of a button

Now that’s future-forward investment.

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It’s time to get started

The longer you’re invested, the more chance you give your investment to grow. You’re just minutes away from building your wealth, tax-free. Ready to get going?

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.

Build My Tax-Free Plan

Download 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.

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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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