grey-background.png

Tax-free Investing

Say what? There's a way to invest without paying tax on the money you invest, the returns you make, the dividends you get or the interest you earn? Yep. Pretty much. 

Learn all the in's and out's of Tax Free Investing and what an Exchange Traded Fund is. 
Browse Investment Profiles

Let’s talk about tax baby

A Tax Free Savings Account (TFSA) is exactly what it sounds like. A way to save without getting taxed on the moolah you make from TFSA investments; including interest, dividends and capital gains. Thank you National Treasury! Use your TFSA to invest in Exchange Traded Funds (ETFs), Baskets or Bundles with up to R33 000 a year, and a total of R500 000 over a lifetime. Here’s how:
icon-deposit.png

Deposit money into your TFSA

Fund your account using your TFSA account number as a reference.
icon-browse.png

Browse available investments

Choose from a list of ETFs or selected Bundles or Baskets.
icon-click.png

Click to buy

Click on your chosen ETF, Bundle or Basket; enter your investment amount and click “Buy”!
Browse Investment Profiles
move-your-tfsa-to-easy-equities.png

Move your TFSA over to EasyEquities

Did you know you can transfer your TFSA from your current provider to EasyEquities?
Won’t cost you a thing. Just saying.
I want to transfer my TFSA

The Upside of TFSAs

  • Time is on your side

    Because you pay no tax, your returns are massively compounded over the life of your investment, a big benefit for those with a long investment horizon
  • Global exposure

    Some ETFs that track indices in global markets allowing investors to gain international exposure and add global brands to their portfolio.
  • Diversified funds

    Legislation states that you can only invest in a collective investment scheme like a unit trust and certain Exchange Traded Funds (ETFs) in your TFSA which means your risk is spread and your portfolio diversified.
  • Cost saving

    On average, the TFSA investor saves around 1% per year compared to alternative investment vehicles. Over a long period, that’s a lot of percent saved!
baskets-illustration.png

Not just ETFs but TFSA Bundles and Baskets too

Crème de la crème investing for cheap ala cheap.

Don't know what ETFs to invest in, our TFSA baskets and bundles allow you to access a combination of ETFs chosen by a top investment guy, personality, strategy or theme that matches your personal risk level or investment goals. Choose a managed solution, (Bundles) or a once off collection (Baskets) according to your investing flavour: aggressive, balanced, moderate or conservative.
More on Baskets & Bundles
lesego-zikhali.png

“I’m trying to diversify my investments so I thought I’d give baskets a shot. I wanted to start using a Tax Free Savings Account but thought it would be much cooler to be able to keep my eye on it. The baskets are really innovative.”

LESEGO ZIKHALI

How low can you go?

64c per R100 is how little it will cost you.

Like everything we do, we’re making investing in your TFSA a total cinch, super cheap and lots of fun. We’ve kept our TFSA fees exactly the same as the standard EasyEquities account. Here’s how we measure up to other platforms (in case you were wondering):
     Other platforms
     Competitor 1  Competitor 2  Competitor 3
Monthly Account Cost FREE R40 R450 R60
Minimum Brokerage No Minimums R98 R45 R60
Brokerage Commision ex VAT 0.25% 0.9% 0.5% 0.5%
View TFSA Costs

Good to Know
If you exceed the annual and lifetime limits, SARS will klap you with penalties - 40% on the excess. Ouch
Luckily EasyEquities will prevent you from over contributing in the TFSA you hold with us, however we can’t monitor TFSA contributions you make elsewhere.
Any amount that you withdraw from your account will count towards your annual and lifetime limit
If you have deposited R 33 000 and withdraw R 15 000 in the same year, you cannot deposit any more funds as you have already used your R 33 000 deposit allocation. It’s all about a deposit limit, so withdraw funds wisely!
Funds deposited into your TFSA account must come from your bank account.
We can’t facilitate transfers between your EasyEquities investment account and your EasyEquities TFSA account as there are certain rules that govern the transfer of funds in and out of a TFSA account so that the annual and lifetime limits can be monitored.

© EasyEquities. EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorized Financial Services Provider (FSP number 22588). All trades on the EasyEquities platform are subject to the legal terms and conditions to which you agree to be bound. The EasyEquities platform enables users to invest in securities which includes whole shares and fractional share rights (FSRs). EasyEquities acts as an agent for the issue of whole shares, where the investor is the registered owner of those shares, entitled to dividends, participation in corporate actions and all the economic benefits and risks associated with share ownership.

In respect of FSRs, EasyEquities acts as principal to a contract for difference issued to the investor, where the investor will have a contractual claim against EasyEquities to the economic benefits and risks associated with share ownership (price movements and dividends) without having ownership rights in the underlying share. Fractional share rights (FSRs) which are issued through a contract for difference, are an over the counter derivative. Unlike whole shares, FSRs do not carry any voting rights. As the investor makes further investments in FSRs and ultimately ends up with a whole share, the contract for difference is closed out and ownership whole share is delivered to the investor.

The availability of any share on the EasyEquities platform is based on various factors but is not an indication of value and does not mean that any share is an appropriate investment for you.

The availability of any share on the browse shares page does not necessarily indicate any contractual relationship between EasyEquities and the listed company, or the payment of fees for services. Brand Logos are owned by the respective companies and not by EasyEquities. The use of a company’s brand logo does not represent an endorsement of EasyEquities by the company, nor an endorsement of the company by EasyEquities, nor does it necessarily imply any contractual relationship. Further investment disclosures are available on the EasyEquities website.

* Note exchange prices are delayed in accordance with regional exchange rules. South African prices are delayed by 15 minutes; North American prices are delayed by 15 minutes; Australian prices are delayed by 20 minutes.

EasyEquities is a subsidiary of Purple Group Limited, a company listed on the JSE Limited (PPE)