Take Charge of Your Future (and Your Tax Bill)
At Pegasus, we help you grow wealth and cut tax smartly, starting with one powerful strategy: contributing to a retirement fund.
Why It Works:
- Tax Relief: Contribute up to 27.5% of your taxable income (max R350,000/year) and claim it as a deduction.
- Tax-Free Growth: Your investment grows free from tax on interest, dividends, or capital gains.
- Estate Planning Benefits: Retirement savings usually fall outside your estate, reducing estate duty.
- Built-In Discipline: Withdrawals are restricted until retirement, ensuring long-term growth.
Tip of the Month:
Small, regular top-ups, especially before tax year-end, can significantly increase your wealth. Got a bonus or side income? Use it to boost your RA.
Need Help?
Our expert, David Marshall, is here to guide you:
- How much to contribute
- Which fund is right for you
- Optimising for tax efficiency
Meet Anika Nell
Anika is our CFO and a rising star in wealth planning. With her RE5 under her belt and a strong finance background, she’s expanding into investment and insurance solutions under David’s mentorship. Analytical, hands-on, and always curious, Anika brings insight and structure to everything she does.
Let’s Talk
Need advice or help with calculations? Get in touch and let’s secure your future.