Tax Free Savings Advisor 1.0.0
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Free Version
Publisher Description
This tool helps you choose a tax-free account that suits your appetite for risk. It’s easy! There’s no obligation on your part, so feel free to play around with the tool just to see how it works.
We’ll ask a few questions and then list the investments that match your specifications. You can then choose from those and we’ll assist to make your selected investments.
This does not amount to financial advice. It is always a good idea to seek financial advice from a qualified financial advisor.
Things to consider in this app.
1) Minimum return is conservative estimate of the total investment return and should occur 3 out of every 4 years. In other words, there is a 75% chance that the actual returns will be higher than this figure. Therefore, this figure may comfortably be used for long term planning purposes.
2) Expected return is the range of investment returns, including all income, over any rolling 5 year period. 90% of actual returns over any 5 year period should fall within this range.
3) Maximum capital loss is the largest capital drawdown from peak to trough over any rolling 5 year period. The figures shown are applicable to the capital losses experienced during the 2008 Global Financial Crisis.
4) Asset allocation: Bonds include SA Government Bonds and SA Inflation Linked Government Bonds. Large Cap Domestic Equity is the Satrix 40 ETF. Other Domestic Equity are derivatives of the Top40 with emphasis on a particular style (e.g. RAFI = Value style). Sector focused Domestic Equity include Satrix Financials, Satrix Industrials and Satrix Resources. Foreign Equity are mainly ETFs offered by Deutsche Bank on Global, USA, UK, Europe and Japanese equities.
Oct 5, 2015
Version 1.0.0
This app has been updated by Apple to display the Apple Watch app icon.
About Tax Free Savings Advisor
Tax Free Savings Advisor is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Tax Free Savings Advisor is GT247.com. The latest version released by its developer is 1.0.0.
To install Tax Free Savings Advisor on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2015-10-05 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Tax Free Savings Advisor as malware if the download link is broken.
How to install Tax Free Savings Advisor on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Tax Free Savings Advisor is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Tax Free Savings Advisor is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.