EasyEquities Retirement Annuity

What is the EasyEquities retirement Annuity Fund (Easy RA)?
The Easy RA is a personal retirement savings vehicle which allows you to save for your retirement in a tax efficient manner. When you decide (af...
Wed, 22 Nov, 2017 at 8:35 PM
How do I know that the Easy RA is a legally registered fund?
The Easy RA Fund is registered with the Financial Services Board and the registration number allocated to the Fund by the FSB is 12/8/38189. The...
Wed, 22 Nov, 2017 at 8:38 PM
What are the benefits of the Easy RA?
There are numerous benefits of the Easy RA, which include but are not limited to the following: 1. Saving for retirement You can save for your...
Wed, 22 Nov, 2017 at 8:43 PM
How do I get an Easy RA?
As an EasyEquities client we automatically provide you with an Easy RA when you register with us, but you may need to activate it, which you can do by...
Sun, 21 Jan, 2018 at 6:34 PM
How much can I contribute to the Easy RA? What are my limits?
National Treasury has put limits on the amount you can claim as a tax deduction in a Retirement annuity account. The Annual Limit is R350 000 pe...
Wed, 22 Nov, 2017 at 9:20 PM
What control do I have over my EASY RA?
One of the great advantages of the Easy RA over other products in the market, is the great control you have over your investment. With the Easy ...
Wed, 22 Nov, 2017 at 9:24 PM
When can I access my investment in my EASY RA?
Legislation does not allow you to withdraw from your EASY RA before you reach the age of 55. There is one exception to that rule in that legisla...
Fri, 1 Dec, 2017 at 9:28 AM
If I do not invest 27.5% of my Taxable Income per tax year does the limit rollover?
No, unfortunately not. There are no rollovers allowable on contribution limits. By way of example – if you earn R200 000 in a tax year, you are ...
Wed, 22 Nov, 2017 at 9:39 PM
Can I open an EASY RA account for a child, spouse or family member?
Yes, you can open a EASY RA account for your children, spouse or family member. In fact, it's one of the greatest gifts you could give. ...
Wed, 22 Nov, 2017 at 9:43 PM
Does my RA form part of my Estate on death?
No, the proceeds from a RA are specifically excluded from your estate in terms of legislation to protect your savings against any creditors. So wha...
Wed, 10 Jan, 2018 at 2:10 PM