Investment World Financial Services CC

Reg no:1992/11112/23

Fsp:11871

 

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                  Retirement Provision

 

It is a world wide problem that most people do not

have enough income at retirment to sustain their

current standards of living.

There are a number of affordable products that aim

to make provision for retirment while at the same time

offering great tax insentives.

 

Unit Trust and ETF Investments

 

This is a long term savings plan that

historicaly produces good returns 

over a longer term.

Contrabutions are normaly made on a 

monthley basis but can also be made as

a lump sum.

Each Investment company offers a range of

portfolios to cater for individual risk profiles.

 

 

 

 

                   Section 12 j Invetments

 

Section 12 J of the income tax Act allows 

individuals to invest into a venture capital funds.

This is a lump sum investment that may not exceed

R2.5 million rand per tax payer.

The investment offers a 45% tax credit based on the

invested.

Historicaly this type of investment yeilds good returns

over the 5 year investment term.

Investment amounts vary from fund tofund but generaly

are from R100000 as a minimum.

 

 

Paticapation Mortage Bonds (Partbond)

 

The Partbond is a product that offers a superior interest rate with captial 100% gaurenteed.

The investment is idealy suited to a person who needs their

interest paid out to them on a monthly basis.

The investment however does offer the facility to recapilize the inerest or portion thereof.

The investment period is done for 5 years at a time.

 

Investments are only done as a lump sum from R5000.

 

Tax Free Savings

 

We offer a range of products that are aimed at compulsary savings plans, some of which have a prescribed term of 5 years while others have no fixed term.

 

All can be started with a monthly contrabution from only R500.

 

Lump Sum investments can also be done with a minimum  amount of R1000.

 

PLEASE NOTE!!!

 

The information on this page does not in any way paport to give advice and is for information purposes only.

In order to determine the suitablity of products , please click on the contact tab at the top of this page to book an appointment.

 

We are a Registered Financial Service Provider under License  FSP:11871 

 

In termsof Law,our conflict of Interest Policy as well as our dispute resolution policy may be viewed or downloaded by clicking on the links below

 

Conflict Of Interest Policy 


Dispute Resolution.