Tax-free accounts, first introduced in the 2015 budget speech, have massive benefits over time. Because of this, they are an absolute must for any investor.
The current annual limit is R36,000 per individual and the lifetime limit is R500,000.
After eight years of maximum contributions, you will be more than halfway to that lifetime limit.
This presentation is hosted by Just One Lap founder Simon Brown and covers everything you need to know about tax-free investing and saving.
- Restrictions on limits and products allowed
- Transferring, the how and why
- How to structure the portfolio
- Best asset classes to invest into
- Using tax-free for offshore investing
- Using tax-free for kids and retirees
How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?
The JSE Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours were live presentations in Johannesburg, Durban or Cape Town and broadcast online. However, due to Covid-19 the Power Hours now take place virtually.