Why Optomise?

Many taxpayers are reluctant to enter into Section 12J transactions as they are uncertain how the South African Revenue Service (SARS) will view, and ultimately tax, the income derived from these transactions. Optomise has obtained unique private binding rulings relating to S12J investment compliance. These rulings have provided us with clarity, consistency and certainty about the interpretation and application of the relevant tax laws.

Our fund is licensed by the Financial Sector Conduct Authority (FSCA) and we utilise an FSB-approved compliance officer.

What differentiates Optomise from other traditional funds is that we have reversed the venture capital funding model. Prior to raising capital, Optomise identifies qualifying S12J projects and then go to the market to raise the funding. This results in an immediate deployment of capital into projects and thus eliminates “lazy money” sitting in the fund.


What are the benefits of investing with Optomise?

Section 12J funds provide substantial tax relief to qualifying investors

You can receive a full tax deduction on the funds invested. The full amount invested in Optomise is 100% deductible from your taxable income in the year in which the investment is made. This applies to individuals, companies and trusts.

We apply great care to each investor to ensure their transaction is S12J compliant.

No performance fees are charged. Investors therefore have rights to 100% of the economic benefits of their investments.


Why Optomise


Gadi Cohen

Managing Director

Mark Collie


Michael Roffey