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What are the benefits of the Satrix Retirement Plan (RA)?

1. Saving for retirement

You can save for your retirement and deduct contributions from your tax liability.

 

2. Tax free

You do not have to pay any taxes on the interest, dividends, and capital gains earned on your investments in the Satrix Retirement Plan (RA) while your money is invested in the Fund.

 

3. Flexibility

You can deposit whenever you like and can choose how you want to invest – with lump sums, regular investments, or a combination of these, and you can transfer a retirement annuity you may have with another provider.

 

4. Choice

The Satrix Retirement Plan (RA) allows investors the choice of investing in 2 different funds, in any combination, to suit their risk profile.

 

5. Growth Potential

Any profits, interest, dividends made on the investments are automatically reinvested on your behalf to ensure that you continue to benefit from the potential growth.

 

6. One login 

Now you can access your Satrix Retirment Plan (RA), discretionary investments and Tax Free Savings accounts under one login, on the web, or via the SatrixNOW app.  Pension and Provident Preservation accounts are also now available. 

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