Tax-free Investment Accounts (TFIA)

Maximise your tax-free returns

Looking for the most tax-efficient way to supplement your retirement nest egg? Our tax-free investment accounts (TFIA) are here to help. These products take full advantage of legislation designed to help you save and invest. This means you’ll pay zero tax on the growth or income your investments generate. You’ll also pay no tax on withdrawals and can access the money any time you need it.

Why choose 1nvest TFIAs?

Skip the tax

With a tax-free investment account (TFIA), you won’t pay a cent in tax on interest, dividends or capital gains.

Maximise the benefit

You can invest up to R46 000 per year or a total of R500 000 over your lifetime.

It's simple and transparent

We arm you with the products to tailor your tax-free investments – and there are no hidden fees or obscure terms and conditions.

We’re specialists

We’re an experienced, dedicated team with deep research capabilities – and we’re part of the Standard Bank Group.

Invest within your means

Invest with small or large sums – right up to the maximum allowed by legislation.

Ready to get started with tax-free investing?

We have both Exchange Traded Funds, and Index Tracking Unit Trusts that you can invest in tax-free.
Click on the funds below to start your investment journey.

Products

product name asset class product type geography tfia download more info
1nvest High Equity Balanced Fund Balanced UT Local factsheet
1nvest Low Equity Balanced Fund Balanced UT Local factsheet
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FAQs

1. What is a tax-free investment account?
2. What is the difference between a tax-free savings account vs tax-free investment?
3. What is the limit on tax-free investment accounts?
4. What happens if I exceed the annual tax-free investment account limit?
5. What is the difference between tax-free investment and retirement annuities?
6. Can I open more than one Tax-Free Investment account?

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