Invest tax free

Invest tax free

You can make a tax-free investment from as little as R250 a month, up to a maximum of R36 000 every tax year in Coronation unit trust funds.

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Why is investing tax free a no-brainer?

Because every year, the government gives you an annual allowance of R36,000 that can be invested tax free to encourage you to save for your future. When you invest tax free, you pay no tax on your investment growth (e.g. interest income, dividends or capital gains), ultimately boosting your realised investment return.

Range of choices

ZERO TAX

No tax on income, gains and when accessing your investment.
Single Fee

Single FEE

You have no initial or admin fees.
Full access

FUll Access

You have unrestricted access to your money.

These are just from our full range of 22 funds which you can invest in tax free. To select from the full range, simply follow our online investment process.

Already a Coronation client? Log into your account here to add to your investment.

The power of investing tax free

The power of investing tax free

Ready to invest?

Before you open a tax-free investment, you need to decide which unit trust fund you want to invest in. Two of our most popular long-term equity-focused funds are Coronation Market Plus and Coronation Global Optimum Growth Feeder. To find out more about these funds, or to open up a tax-free investment in either of them, simply follow our quick-invest process.

If you would like to consider other fund options, and learn more about the benefits of a tax-free investment click here.

Already a Coronation Investor?

Remember, existing Coronation investors can open a tax free investment inside our secure website (Coronation Online Services) and will therefore not need to re-FICA themselves. Log into your account here.

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Already a Coronation client? Log into your account here to add to your investment.

These are just from our full range of 22 funds which you can invest in tax free. To select from the full range, simply follow our online investment process.

Already a Coronation client? Log into your account here to add to your investment.

With a Coronation Tax-Free Investment there are no upfront or switching* fees.

Coronation only charges an annual management fee dependent on the fund that you choose. For example, the Coronation Market Plus Fund charges an annual fee of 1.25% on your investment balance.

Each funds’ fees can be found on their respective factsheets:

Click here to read more about the fees

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or download the form for offline application

*While this is the ordinary course of business, Coronation retains the right to apply switching fees or exit penalties under limited circumstances.

If you have not yet contributed the maximum of R36 000 to your tax-free investment for this tax year, you can add to your investment by logging into your account, or you can download a pdf contribution form.

Log into your account
or download the form for offline application

We highly recommend that you remain invested for the long term to get the maximum benefit from both our investment approach and compound interest. You can, however, withdraw part or all of your investment whenever you want. If you elect for Coronation to collect the investment amount from your bank account by way of a once off debit order (electronic collection), we will apply a restriction on your ability to withdraw these funds for the first 40 days as debit orders can be reversed within 40 days. If you elect to do an EFT, there is a 7-day clearance period. This protects both you and us from fraud.

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or download the form for offline application

You can withdraw the full value of your investment at the value which is calculated daily. I would add the following sentence here in the context of the TFI page: Note that while you are free to access your tax-free investment at any time, it’s well worth resisting the temptation, because you cannot top-up the fund again. The South African Revenue Service only considers the amounts invested into the fund and disregards any withdrawals when determining your tax-free investment limits.

Log into your account
or download the form for offline application

You may still invest. You may submit a stamped letter from your bank that shows all you bank account details.

Log into your account
or download the form for offline application

Tax-free investing insights

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