Old Mutual Tax Free Plan

The Old Mutual Tax Free Plan is an investment that allows you to save for your dreams and goals. It gives you access to your money at any time with payment flexibility without any penalties. A tax-free savings account in South Africa is an investment where you get your full investment return without being taxed on any of the growth you have earned.

Benefits Of The Old Mutual Tax Free Plan:

Invest from only R150 per month.

Choose from a wide range of investment funds.
Invest up to R30 000 in the current tax year (1 March to end February).

Pay no tax on your investment.

You pay no tax on your investment growth or when you take your money out.
You pay no tax on dividends, capital gains or interest.

You can take your money out at any time.

You may withdraw money from your investment at any time.
It is advisable to remain invested for at least three to five years.

Old Mutual contact details:

Address: 93 Grayston Drive,
Sandton, Johannesburg 2057

Tel: 0860 93 94 93
Email: [email protected]
Website: www.oldmutual.co.za

Account Details

Highest Interest Rate
Min Investment Amount
Investment Period

Interest Rates

R1,000 - R10,000
R10,000 - R25,000
R25,000 - R50,000
R50,000 - R75,000
Interest R75,000 - R100,000
Interest R100,000 - R500,000
R500,000 - R1,000,000
R1,000,000 - R5,000,000
R5,000,000 +