Tax-Free Savings Account

Prudential Fund of Funds
Balanced Fund of Funds
Equity Fund
Global Fund of Funds
JSE and Foreign Equity Portfolios
Tax-Free Savings Account

Tax-Free Savings Account

On 1 March 2015 the government introduced tax-free savings accounts to encourage South Africans to save more. Invest as soon as possible to optimise the long-term benefits.

  • No tax payable on capital growth, dividends or interest.
  • No surrender penalties.
  • Maximum contribution of R 33,000 per tax year and a lifetime limit of R500,000.
  • Invest via debit order or ad hoc contributions.
  • Can open separate accounts on behalf of minors.
  • No ongoing platform fee, only a once off processing fee of R 300 + VAT.
  • Available funds:

Kruger Ci Global Fund of Funds
Kruger Ci Prudential Fund of Funds
Kruger Ci Balanced Fund of Funds
Kruger Ci Equity Fund

  • Contact us now at one of our offices to invest:

Johannesburg
Pretoria
Stellenbosch
Port Elizabeth
George
Mossel Bay

  • Subject to a management fee of 1% + VAT per year.

Investment Committee

Hein Kruger: Chief Investment Officer
Mia Kruger: Portfolio Manager
Johan Marais: Investment Committee Member
Charl Bester: Investment Committee Member
Chris Nel: Investment Committee Member
Analytics Consulting: Investment Consultant