EPISODE · Jul 4, 2026 · 14 MIN
How To Switch Funds Within A TFSA
from Honest Money
In this episode, Warren Ingram and Pieter de Villiers answer your questions about tax-free savings accounts, including setup for children, investment switching, and transfer rules, providing practical insights to maximize benefits.Chapters00:00 Introduction to tax-free savings questions02:09 Setting up a tax-free account for a child04:03 Contributions and donations tax considerations06:25 Switching investments within a tax-free account08:09 Transferring and consolidating accounts09:02 Implications of switching ETFs and funds10:49 How to transfer funds between providers12:03 Encouragement for questions and future topicsLearn more about how Curate Investments can help you here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
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What this episode covers
In this episode, Warren Ingram and Pieter de Villiers answer your questions about tax-free savings accounts, including setup for children, investment switching, and transfer rules, providing practical insights to maximize benefits. Chapters 00:00 Introduction to tax-free savings questions02:09 Setting up a tax-free account for a child04:03 Contributions and donations tax considerations06:25 Switching investments within a tax-free account08:09 Transferring and consolidating accounts09:02 Impl...
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How To Switch Funds Within A TFSA
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