With a Coronation Tax-Free Investment, you can invest in one or more unit trust funds of your choice without paying any income, dividend or capital gains tax on your investment gains, which boosts your realised investment return.

Just get started and save on your tax

• You can invest up to R36 000 a year, up to a lifetime limit of R500 000.

• You can make lump sum deposits of R5 000 or more, or invest via a monthly debit order from as little as R250 per month.

When you invest tax free with Coronation, you expose your money to the growth potential of assets such as listed shares, bonds and property. While returns are not guaranteed, history has shown that long-term investors are better off investing in the stock market than saving in a bank account.

The power of compounding

The key benefit of investing long term is that it maximises the power of compounding. This means the returns earned on your investment also earn returns and are immediately put to work by being automatically re-invested - essentially creating a snowball effect for your money.

Our Market Plus Fund and Global Managed Fund are popular choices as they offer access to Coronation’s best investment view across asset classes. Alternatively, we have 16 other funds that you can invest in.

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.

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

You can transfer your tax-free investment from a bank, or another investment manager, free of charge, at any time. For example, if your tax-free investment is currently saved in a bank account and you would prefer to switch to a Coronation Tax-Free Investment, you can easily transfer it to us.

All you need to do is complete the INVEST NOW application below and instruct your existing investment manager or bank to transfer the investment to Coronation.

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.