BENEFITS
The ETF is the essence of diversification into liquid global real estate securities and offers:
- Diversification: Real estate typically has low correlation to other asset classes thus increasing a portfolios risk-adjusted returns.
- Intra-day liquidity: Ability to buy and sell securities just like stocks.
- Transparency: Investors are provided with clear and timeley information about underlying holdings and other relevant information.
- Dividends: Typically, regular income from rents. REITs have historically provided reduced volatility.
- Performance: REITs have historically provided compelling returns relatives to other asset classes.
For more information on ETFs click here
Online Trading
Access through member firms on the Johannesburg Stock Exchange (JSE)
Tax-Free Savings Account (TFSA)
TFSA was introduced as a means to encourage South Africans to build a savings pool over the long-term in a tax efficient manner. Tax payers are exempt from normal tax on contributions of up to R36 000 per tax year. (There is a total lifetime limit of R500 000).
The Reitway Global Property Income Prescient ETF has been listed as an investment option, and can be accessed via most Stock Brokers and Investment Platform Providers (LISPs). LISP availability is shown below and will be updated as new platforms become accessible.
Benefits include (amongst others):
- No tax on the income derived from the investment
- No capital gains on the disposal of the investment
Let us assist you with this journey to tax efficient saving. Send Nikki Visser an email ([email protected]) containing your Name, Surname, ID number and Tax Number. Our administrator will then contact you for the FICA details required as well as the additional information you would require.