Income tax allowance

Invest your profits and benefit twice.

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Use your tax allowance to save taxes

Entrepreneur and self-employed people can shelter parts of their profits from tax by investing in selected securities or assets

Which funds are eligible for tax allowances?

The funds listed below qualify for the tax allowance pursuant to sect. 14 of the Austrian Income Tax Act (EStG). These funds comply with the statutory requirements for tax-deductible investments. After the mandated holding period of four years, you can sell them at your own discretion without subjecting yourself to subsequent taxation.

In addition to the funds listed below, ERSTE IMMOBILIENFONDS and ERSTE RESPONSIBLE IMMOBILIENFONDS are also eligible to be held as securities coverage for Austrian pension provision requirements.

The subscription period for the ERSTE LAUFZEITFONDS KMU 2029 runs from 21 October 2024 to 13 December 2024. From 14 December 2024 to 23 December 2024, investments can still be made in the launched fund. No further issue is planned after 23 December 2024.

ERSTE LAUFZEITFONDS KMU 2028 ist not available anymore.

Please note that investments in securities entail risks in addition to the opportunities presented here. 

Income tax allowance funds

Important information:

Please find further information and documents on the respective funds by clicking the fund name in the above overview.

The individual selection and the weighting depend on your investment goals and your willingness to take on risk.

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