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More information on tax free savings transfers
What are tax free savings?
A tax free savings (or investment) is an investment where investors do not pay income tax, dividends tax or capital gains tax on the returns from these investments. Investors can save up to a maximum of R33 000 per year, culminating in a lifetime limit of
What is a tax free savings account transfer?
This refers to the ability to transfer one’s tax free savings account from one provider to another as this was previously not allowed by legislation. The newly promulgated regulations for the transfer of tax free savings account provide for the following:
Providers must transfer the savings within 10 business days after an investor has requested the transfer.
Providers are not obligated to transfer savings from the same account more than twice in a year.
Accounts may not be transferred within 10 business days of the end of the tax year.
The transferring provider must produce a certificate containing the details of the investor as well as the details of the provider the savings are being transferred to.
he provider that the savings are being transferred to has the right to reject the transfer if there is a remaining amount that is below the product provider’s minimum required amount.
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