Tax-free investments

With Nedbank you can choose from a variety of tax-free investments:

Tax-free savings accountThis is ideal for smaller monthly contributions. 

Tax-free fixed-deposit investment: Stay ahead of inflation without risking your capital.

Tax-free unit trustsInvest for the medium-to-long term.

Tax-free share trading: Get shares or exchange-traded funds (ETFs) via a tax-free account on the Nedbank Online Share Trading platform.

You can contribute up to R36 000 every year, up to a lifetime total limit of R500 000 tax-free. Open accounts for yourself, your spouse or your children via the Money app or Online Banking.

Already have tax-free investments at other institutions and want to consolidate these at Nedbank? No problem. Contact your banker to help you transfer your tax-free investments to Nedbank.

Access a wide range of investment options

Money

Savings, notice and fixed deposits

Pick from our broader range of Nedbank deposit accounts with varying terms and notice periods. The preferentially priced Platinum Invest and Platinum Fixed Deposit are exclusively available to existing private clients.

Available through Online Banking or the Money app.

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Tax-free investments

We offer tax-free investment solutions in the form of notice period, fixed-term and unit trust accounts. 

These are available through Online Banking or the Money app.

Download our guide to tax free investing
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Unit trusts

Unit trusts offer higher returns in the form of dividends and growth of the underlying equity investment. Diversify your investment portfolio with unit trusts hand-picked by Nedgroup Investments. 

Available through Online Banking or the Money app.

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Retirement Annuities (RAs)

A retirement annuity (RA) is a retirement fund in terms of the Pension Funds Act. It is a tax-effective investment solution designed to provide you with an income when you retire.

Available through Online Banking or the Money app.

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Stockbroking

We offer a range of investment approaches depending on your desired level of involvement, skill and risk appetite. 

Trade online or let us manage your portfolio for you.

Visit Online Share Trading portal
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Offshore investments

Open a foreign currency account and invest in up to eight currencies.

For larger investments, combine offshore banking and investments into one single account with a Focus Account, brought to you by Nedbank Private Wealth.

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Wills and estate planning

We offer a comprehensive service, including will drafting (free of charge), contingent liability cover, and estate and retirement planning.

Ask your relationship banker to connect you with a Nedbank wealth advisor. 

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Seamlessly manage your investments

Manage your investments on the Money app, Online Banking or sign up for Online Share Trading.

Your relationship banker is there to guide you. For holistic financial advice, ask our team of wealth advisors to create an investment portfolio that is right for you.