Tax Free Plan
Tax Free Plan

Tax Free Plan


Tax Free, an opportunity.

 

The best things in life are free and thanks to our National Treasury we can now enjoy tax free savings and investing through a tax free savings account.
The OUTvest Tax Free Plan is an awesome way to grow and access your money free from tax.

 

The Tax Free Savings lowdown

Crowdvest

How the OUTvest Tax Free Plan works

It is simple. Go online and tell us about yourself and what you want to save for and we will advise you whether doing so tax free is right for you. 

tax free plan

THE BENEFITS OF THE OUTVEST TAX FREE PLAN

Why choose the OUTvest Tax Free Plan?

OUTsurance

Tax Free Investing

You  won’t pay tax on the growth or income on your investment in our Tax Free Plan. Tax Free Plans are one of the most powerful savings vehicles in South Africa and can really help you get ahead. 

OUTsurance

Easy to access

With OUTvest you can make withdrawals as often as you like as there are no limits and your money is not locked away. But, you cannot replace what you have withdrawn. The moment you contribute to a Tax Plan plan your lifetime allowance of R500 000 is reduced. 

OUTsurance

Advice Included

We will help you decide whether a tax free saving is the right option for you to reach your specific goal. All you need to do is tell us what you would like to save for and we do the rest. We continuously track your investment to make sure you don’t exceed the R 33 000 annual contribution limit. 

OUTsurance

Great investment choices for your Tax Free Plan

You can invest locally and globally using five uniquely engineered unit trusts within our tax free plan to help you save tax free towards your goal.  

© OUTvest Proprietary Limited - a member of the OUTsurance Holdings Group and a licensed financial services provider FSP (47234) 1.29.0.1
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