Updated: 03-May-2021 Valid until: 07-May-2021
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Absa* | L | 0 | R 129 470.63 | 5.301% | R1 294 706.28 | 5.301% | |
Clientele life* | G | 2.43 | R 128 542.39 | 5.150% | R1 297 695.20 | 5.350% | |
Assupol (secured) | G | 1.94 | R 126 495.70 | 4.813% | R1 290 934.47 | 5.240% | |
Discovery* | G | 3.5 | R 125 259.09 | 4.607% | R1 285 240.89 | 5.147% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 124 853.47 | 4.539% | R1 291 760.36 | 5.253% | |
Momentum | L | 2.6 | R 123 920.00 | 4.380% | R1 283 817.00 | 5.120% | |
NEDgroup LIFE* | L | 0 | R 120 152.06 | 3.740% | R1 219 580.36 | 4.050% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 133 192.51 | 5.900% | R1 331 925.09 | 5.900% | |
Clientele life* | G | 2.43 | R 130 510.28 | 5.470% | R1 317 524.01 | 5.670% | |
Assupol (secured) | G | 1.94 | R 128 316.40 | 5.113% | R1 311 425.87 | 5.572% | |
Discovery* | G | 3.5 | R 127 626.83 | 5.000% | R1 308 918.21 | 5.532% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 127 118.08 | 4.916% | R1 314 917.63 | 5.628% | |
Momentum | L | 2.6 | R 126 674.00 | 4.840% | R1 311 482.00 | 5.570% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 750.93 | - | - |
Momentum | R 3 240.37 | R 4 562.26 | R 4 345.66 |
Assupol Life | R 3 222.67 | R 4 496.53 | R 4 213.39 |
Metropolitan | R 3 200.89 | R 4 573.53 | R 4 218.87 |
Old Mutual | R 3 183.86 | R 4 530.97 | R 4 218.05 |
Discovery | R 3 165.84 | R 4 435.78 | R 4 176.68 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 850.64 | R 183.97 | R 1 666.67 | 9.941% |
Momentum | R 1 806.64 | R 139.97 | R 1 666.67 | 7.748% |
Metropolitan | R 1 771.85 | R 105.18 | R 1 666.67 | 5.936% |
Old Mutual | R 1 760.50 | R 93.83 | R 1 666.67 | 5.330% |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Absa* | G | 3.5 | R 421.25 | R 41.88 | R 4 212.50 | R 418.77 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 117.52 | R 231.10 | |
Clientele life* | G | 2.43 | R 391.46 | R 43.18 | R 4 074.12 | R 466.23 | |
Discovery* | G | 3.5 | R 361.22 | R 0.00 | R 4 072.98 | R 257.52 | |
Momentum | L | 2.6 | - | - | R 4 008.78 | R 337.94 | |
NEDgroup LIFE* | L | 0 | R 304.01 | R 12.15 | R 3 282.58 | R 152.00 |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Momentum | L | 2.6 | - | - | R 4 346.41 | R 403.78 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 329.08 | R 242.97 | |
Discovery* | G | 3.5 | R 387.13 | R 0.00 | R 4 328.81 | R 285.10 | |
Clientele life* | G | 2.43 | R 412.99 | R 47.85 | R 4 289.03 | R 514.52 |
Institute | Annuity code | Metropolitan | Metquote Codes : 57CC1 4E451 690B6 E033C | Metropolitan | Metquote Codes : 7CB54 A7BEE F64BE 60293 | Metropolitan | Metquote Codes : AEA0D F5605 ECEC9 401DB | Momentum | Db : DB-DCFCC-IBFDH-CLBCJ-KCDBC-HGCDB-CDBCD | Momentum | Ann : A-EXCGQEU-Z4E7N64-V3CBRSX | Momentum | Guar : G-AXDGAPR-W4FEQHW-VXHB7HR | Old Mutual | Ann : 3AJ54 E7MWN RTFLN KTHJ3 | Old Mutual | Max Income : ZEN8FJTS999956T5AZYJYYJJR6T58NHH7U2 | Old Mutual | Bond: KBGUUUUUUUUUUUUUUUUUUUV8UUUUUUUMTTZ |
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