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Make the most of tax benefits

bespoke62

Updated: Jan 28

with Retirement Annuity and Tax-Free Investments


Tax efficiency is essential for a sound financial plan, and maximizing the tax benefits provided by the South African Revenue Service (SARS) can enhance your financial flexibility. As the tax year draws to a close, now is the ideal time to fully leverage the government’s tax incentives designed to promote saving. Remember, these valuable incentives can be lost if not utilized each tax year.


Allan Gray prepared an insightful summary document that covers:

  • The tax advantages of Retirement Annuities (RAs) and Tax-Free Investments (TFIs) compared to standard unit trusts.

  • The potential benefits of increasing your RA contributions and maximizing TFI contributions at retirement.


Download Allan Gray's investment summary.






Submit Your Instructions on Time


Contributions to these accounts must be made before 21 February 2025 to qualify for the associated tax benefits for this year. Waiting could mean missing out on significant savings and opportunities for growth.


We’re here to guide you through the process of maximizing your tax efficiency while aligning with your long-term financial objectives. Whether you want to increase your current contributions or explore new investment options, we can help tailor a solution that fits your needs.


Let’s secure your financial future and make the most of the tax benefits available to you.

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