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ETF Tax Free Investment Account (�ETFIA�)
 

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  • Tax free accounts using only low cost, transparent and liquid ETFs as components.
  • Low Costs 1% per annum incl. VAT total administration and portfolio management fees.
  • Modular design allows for contributions from R1000 at any time, up to a maximum of R36 000 per tax year.
  • Income and Equity portfolios offered, giving high investment performance with low risk.
  • Tax free accounts fully compliant with Section 12T of the Income Tax Act.
  • Administrator Computershare (Pty) Ltd.
  • Portfolio Managers and Financial Advisers etfSA Portfolio Management Company (Pty) Ltd.
 
Fact Sheets 
April 2021
ETFIA Balanced Portfolio   [199kb]
ETFIA Equity Portfolio   [202kb]
ETFIA Income Portfolio   [204kb]
ETFIA International Portfolio   [202kb]
 
Brochure
Tax Free Investment Account  (v20) March 2021   [1.4mb]
 
Qualifying ETFs
ETFs that qualify for Tax Free Investment Accounts (v13) September 2020   [307kb]
 
Forms
Application Form (v13) March 2020   [990kb]
Additional debit order and lump sum investments Form January 2020   [152kb]
Debit Order Amendment Form (v6) March 2019   [140kb]
Transfer Form (v3) October 2018   [92kb]
Withdrawal Form (v5) February 2018   [142kb]
Switch Application Form (v6) January 2020   [146kb]
Terms and Conditions (v10) October 2019   [411kb]