Investment Calculator

Work out how much of your tax you can turn into a smarter investment


Income Details

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Any South African taxpayer can invest up to a maximum R2,5 Million per tax year to take advantage of this tax incentive. Companies can invest up to a maximum of R5 Million per tax year. In our property fund, investors can use their tax plus a bond to maximise this benefit.


Investment Amount

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What investments profile are you looking for?

Equity fund (maximum capital growth)
Income fund (monthly income return)
Property fund (own property after 5 years)
  • The calculations in this tool are for illustration purposes only and do not constitute financial advice, every effort has been made to ensure accuracy but the developer will not be held liable for any errors that may exist.
  • Individual's Tax refund based on the SARS rates of Tax for individuals for the 2020 tax year and assumes a PAYE taxpayer with a primary rebate (taxpayer is less than 65 years of age)

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