Enjoy your entire profit
At Finax, we make use of the tax reliefs available in your country of residence. By contrast, other products such as mutual funds, life insurance, bonds, or time deposits are often subject to tax, which can reduce your profit. The exact tax treatment depends on your country of tax residence.
The information provided applies to tax residents of the Slovak Republic. The tax regime depends on each client’s individual circumstances and may change in the future.
We use all tax reliefs available in your country of residence
Tax considerations
We take the stress out of tax season. Finax provides you with all the necessary documents, statements, and overview data you need to easily fulfill your local tax obligations.
Saving time
Finax provides clients with access to account information and documentation through its platform to support record-keeping and tax reporting where required.
Tax base reduction of €180
For European pension (PEPP), you can deduct up to €180 annually from the tax base. Your employer can also contribute, and no health or social insurance is deducted from contributions up to €500 annually.We take advantage of every opportunity
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Frequently asked questions about taxes
This applies depending on your country of tax residence. If you pay tax in another country, please check the possible tax aspects of your investment in that specific country.
Tax treatment depends on your country of tax residence. If you pay tax in another country, please check the possible tax aspects of your investment in that specific country.
Example: You invest 10,000 euros in mutual funds and another 10,000 euros in ETFs traded on the stock exchange. Assume both investments grow by 8% p.a. over the next 10 years, so each is worth 21,600 euros at the end – a profit of 11,600 euros. Depending on the tax treatment applicable in your country of residence, the mutual fund gain may be reduced by tax, whereas ETFs may benefit from more favourable tax treatment once the relevant conditions are met.
Tax treatment depends on your country of tax residence. If you pay tax in another country, please check the possible tax aspects of your investment in that specific country.
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Introducing the European Pension (PEPP)
Finax has achieved a significant victory of European scope. We became the first-ever entity in Europe to be authorized to provide a pan-European personal pension product, making Slovaks the first EU citizens to be able to open this new voluntary pension product.
Open doors for PEPP with your employer and get a discount!
Do you want to get access to the European Pension (PEPP) not just for yourself but for your colleagues too, while enjoying the benefits that this product offers? We have a special offer for you that will help you prepare for retirement efficiently while also obtaining lucrative discounts!
