Why not consider S12J alongside your client’s RA?

04 February 2020 | Investments | General | Westbrooke

why not consider section 12J alongside your client's RA?

about S12J

Designed to boost the local economy, Section 12J of the Income Tax Act stipulates that taxpayers who invest in qualifying Section 12J companies can write off 100% of their investment against their taxable income in the year they invest¹.

Investors benefit from up to 45%² immediate tax relief, reducing the cost of the investment, providing downside protection and enhancing overall returns.

¹ Limited to R2.5m per individual / trust and R5m per company per annum

² At the maximum marginal South African income tax rate

how we fit into the S12J ecosystem?

Today, Westbrooke is South Africa’s largest Section 12J manager with multiple investment strategies across various sectors in South Africa.

Westbrooke is South Africa’s only Section 12J manager to have deployed over R1.3bn into numerous underlying investments (approximately a third of total industry investment).

4
investment
strategies

> 50
investments
made

> 800
investors

> 50
wealth manager
partners

explore our investor toolbox for online training and more

investment deadline 25 february 2020

For more information, or to find out how to invest, contact us on

+27 (0)11 245 0860 or [email protected]

Kate Langlois
E [email protected]
C +27 (0)79 291 2851

Dino Zuccollo
E [email protected]
C +27 (0)82 632 4145

Jonti Osher
E [email protected]
C +27 (0)83 372 2901

This material is for private information only. The information in this communication does not constitute an offer to the public, advertisement or solicitation for investment services. It is for information purposes only and is not intended to constitute advice in any form. Any terms contained are indicative only and returns are not guaranteed.

Minimum investment of R250,000. T’s and C’s apply. A registered financial services provider.

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