Tax season is here

Tax Season Deadline: 28 February 2018

The end of the financial year is almost here, so take advantage of tax breaks AND invest in our innovative funds.

Step 1: Choose your product

The Sygnia Retirement Annuity and Sygnia Tax-Free Savings Account fulfill different savings objectives and both funds can be used to help you achieve your goals. 

Retirement Annuity (RA) is an individual retirement savings plan that helps you save for retirement in a tax-efficient manner. Invest in an RA if you do not have a retirement fund through your employer, or want to boost your existing retirement savings.

A Tax-Free Savings Account (TFSA) is a highly tax-efficient way of saving up to R33 000 per year on a tax-free basis, with a maximum contribution of R500 000 over your lifetime.

Step 2: choose your funds

Sygnia offers both unit trusts and exchange traded funds. With Sygnia Retirement Annuity and Sygnia’s Tax-Free Savings Account you can invest in some of South Africa’s most innovative funds:

  • Sygnia 4th Industrial Revolution Global Equity Fund (Unit Trust or ETF) - Access the world’s most progressive companies. Robotics, drones, 3D printing and more.
  • Sygnia Skeleton Balanced Funds - Keep more of what you earn with management fees of only 0.40% per annum.
  • Sygnia Money Market Fund - We donate our management fees from the S1 and S2 unit classes to organisations fighting corruption.

Read about all of our Unit Trusts and Exchange Traded Funds.

Step 3: Ready to invest?

Call us on 0860 794 642, email or speak to your financial advisor.

Please take note of these important dates:
  • Application form and supporting documents must be emailed or faxed to Sygnia by 26 February 2018.
  • All EFT and cheque deposits must be made by 26 February 2018.
  • If you would like Sygnia to collect your investment from your bank account via a direct debit, the application form and supporting documents must be sent by 22 February 2018.

Sygnia Financial Services is an authorised Financial Services Provider (FSP No 44426). Sygnia Collective Investments and Sygnia Itrix are registered and approved under the Collective Investment Schemes Control Act. A schedule of fees, terms and conditions, and risks can be found on Unit Trust and ETF fund fact sheets.