Offshore investments for a balanced, diverse portfolio
As a relatively small economy, South Africa makes up less than 1% of the world’s GPD. For anyone dreaming of growing their wealth, it makes sense to invest in global blue chip companies. From a risk-mitigation perspective, we also believe it prudent to externalise a portion of your wealth outside of South Africa.
- Every South African taxpayer can invest up to R1 million per calendar year (1 Jan – 31 Dec) offshore through their Discretionary Travel Allowance without obtaining tax clearance
- A further R10 million can be invested offshore per calendar year by means of obtaining Foreign Investment Allowance tax clearance from the South African Revenue Services.
We will lead you through the process of obtaining tax clearance if required, trading your Rands into the currency of your choice, and investing into a tax efficient portfolio that matches your life goals and risk appetite.
We will continuously manage and monitor your offshore investments, ensuring they are capitalising on circumstances outside of the country – as you need them to.
The key to a full, balanced financial portfolio.
Let’s ensure your earning potential
Fill in the form to talk to us about your offshore investment.