MOST SOUTH AFRICANS DON’T SAVE ENOUGH!

tax free

MOMENTUM TAX FREE  SAVINGS OPTION 

A TAX FREE SAVINGS ACCOUNT OFFERS INDIVIDUALS                         TAX SAVINGS BENEFITS!

MOMENTUM WEALTH FLEXIBLE TAX FREE OPTION        IS ONE SUCH PRODUCT

  • HOW DOES A TAX FREE SAVINGS ACCOUNT WORK?
    Your contributions are limited to:
    ♦  R30 000 every year; and
    ♦  R500 000 in total over your lifetime
  • HOW WILL I BENEFIT?
    All the returns and proceeds from tax-free savings products are completely tax-free, you will not pay any capital gains tax(CGT) or tax on interest and dividends earned
  • CAN I WITHDRAW FROM MY TAX FREE SAVINGS ACCOUNT?
    You have the flexibility to withdraw from a tax-free savings account at any time
  • WHAT SHOULD I DO?
    Start to contribute as early as possible!

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