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Unit Trusts Vs. Tax Free Unit Trusts - Are You Losing Out?

Lets face it, Anything thats tax free is definitely better right? An of course if i ask you the question : What’s better, a Unit Trust or a Tax free Unit trust? The answer might seem obvious BUT it’s not that simple. The reason its not simple is that up to this day there are many people with tax free accounts but they don’t really know why they have them or how they fit in their plan with money and by not understanding that they are setting themselves up to waste their tax free investment. Differences between the two: 1. One is taxed on Interest, DWT and CGT and the other is free of all those taxes. 2. A unit trust has unlimited contributions, money that you can put into the investment account and tax free accounts have limitations to the amount of money you can contribute each tax year and in total over your lifetime. Those limitations are currently R 33000 per year and R 500 000 over your lifetime. 3. Withdrawals. If you are only allowed to put in 500k over your lifetime what you put in counts toward the R500k irrespective of whether you take money out VS in a unit trust you can contribute and withdraw with no limit on contributions. Money Talks with Nabeel Khan where we start a real conversation about anything money for you to build the right mindset habits and education in your journey to financial freedom! #financialLiteracy #Money #Education I’m interested to know if this helped you? Let me know in the comments below! QUESTION — Have a question about Financial Planning, Savings, Investing, Wealth Habits, Money Mindset or Anything Else? Post in comments section of this video! Music by: Joakim Karud - Rock Angel _FREE DOWNLOAD_ Subscribe to MONEY TALKS WITH NABEEL KHAN Here: https://www.youtube.com/channel/UColm... Nabeel Khan on Social Media: http://www.mrnaby.com   / mrnaby     / nabsk   DISCLAIMER: This channel is hosted by me and I am licensed to give advice but this channel and what we talk about is not constituted as advice to you. Reason being in order to give advice I need to understand where you are in your life and conduct an analysis before I can give you advice so if you would like my advice go and visit my website and send me a mail. The scenario in this video assumes a return of 10% every year between the two investments and accounts for tax of 1,5% each year. Investments do not behave this way but in order to create an example for you to understand the concept of acting without purpose all factors such as return and tax have to be fixed. The best I can do is to raise the awareness and your understanding as well as the value of working with a professional to help you navigate this stuff. Thank you for the support!