TFSA Calculator

Calculate how long it will take to max out your Tax-Free Savings Account

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Regular Investment vs TFSA: How Your Money Grows (5% Annual Return)

Assumptions used in this example:
  • You start with R0 balance.
  • Contribute R36 000 each year until you reach the R500 000 TFSA lifetime limit (≈14 years).
  • No more contributions after the lifetime limit is reached.
  • Annual return of 5%, compounded yearly.
  • Contributions are added at the start of each year.
  • The regular account pays 27% capital gains tax on profits when withdrawn; the TFSA pays no tax.

Each row below shows what your investment would be worth after a given number of years in a regular account versus a TFSA.

YearsRegular Account (After Tax)TFSA Account (Tax‑Free)Extra Kept (TFSA Advantage)
10R 444 274,37R 475 444,34R 31 169,97
20R 855 621,22R 987 152,36R 131 531,14
30R 1 308 816,04R 1 607 967,17R 299 151,13
40R 2 047 022,63R 2 619 209,09R 572 186,46
50R 3 249 483,40R 4 266 415,61R 1 016 932,21
60R 5 208 165,27R 6 949 541,47R 1 741 376,20
70R 8 398 651,65R 11 320 070,75R 2 921 419,10
80R 13 595 617,77R 18 439 202,42R 4 843 584,65

This comparison shows how a Tax-Free Savings Account lets your money compound without paying capital gains tax on investment growth. Over time, that difference really adds up. After around 40 years, the TFSA leaves you with about R572 000 more than a regular investment taxed at capital-gains rates — and after 80 years, the advantage grows to about R4.84 million. Assumes the same investment mix and no withdrawals.

Figures assume a steady 5 % annual return, meant to reflect inflation-adjusted (real) growth, so you're seeing the tax benefit rather than compounding from unrealistic returns. For reference, you can view long-term South African CPI data.

Want to learn more about TFSAs and investment strategies?

Read the Complete TFSA Guide →

About Tax-Free Savings Accounts (TFSA)

  • Lifetime contribution limit: R500,000 (cannot be exceeded)
  • Annual contribution limit: R36,000 per tax year
  • Tax benefits: All growth, dividends, and interest are completely tax-free
  • No tax on withdrawals: Unlike retirement annuities, you can access your money anytime without penalties. However, treat it like a retirement fund and avoid withdrawing to maximize long-term tax-free growth
  • Withdrawals don't free up space: Once you contribute, that counts towards your lifetime limit forever - even if you withdraw the money
  • Over-contribution penalties: Contributing more than R36,000 per year incurs a 40% penalty tax on the excess
  • Available across providers: You can have multiple TFSAs across different banks and investment platforms
  • Popular investment vehicle: Ideal for long-term wealth building with complete tax efficiency
  • • For informational purposes only - consult a financial advisor for personalized investment advice