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Tax-free Unit Trusts Tax-Free Unit Trusts

The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

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Sanlam Tax-free Savings

Save simply. Anywhere, anytime. Tax-free.

You'd be surprised what your tax-free savings can add up to. It could mean the difference between a staycation and a vacation or saving up for your child's tertiary education.

No matter what you're saving for, we have an easy-to-use investment tool that will help you reach your financial goals.

What are tax-free savings?

Tax-free savings are exactly that, tax-free

  • Zero monthly account fees

  • Zero tax on the growth of your investments

Convenient and easy

  • Easy access to your money

  • No minimum investment

Start saving for your dreams, big or small

  • R30 000 maximum yearly contribution

  • R500 000 Maximum lifetime contribution

Tax-free savings are exactly that, tax-free

  • Zero monthly account fees

  • Zero tax on the growth of your investments

Convenient and easy

  • Easy access to your money

  • No minimum investment

Start saving for your dreams, big or small

  • R30 000 maximum yearly contribution

  • R500 000 Maximum lifetime contribution

Investing made smart, quick and convenient.

By telling us a little about your life and your goals, our online investment tool will quickly determine which products best meet your needs. This means that you can invest from anywhere, at any time. And because there are no hidden commissions or account fees and you get access to index-tracking investments, you’ll end up saving more and making more.

Our online investment process is simple, here’s how it works:

Set your personal goals.

Set your risk profile.

Set your contribution and select the tax-free option.

Start investing, tax-free.

Disclaimer

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Radius Administrative Services (Pty) Ltd (“Radius”), Blue Ink Investments (Pty) Ltd (“Blue Ink”), Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).
Sanlam Life Insurance is a licensed financial service provider.
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