Updated: 17-May-2021 Valid until: 21-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 129 489.06 | 5.304% | R1 294 890.58 | 5.304% | |
Clientele life* | G | 2.43 | R 128 542.39 | 5.150% | R1 297 695.20 | 5.350% | |
Discovery* | G | 3.5 | R 126 172.93 | 4.759% | R1 294 617.41 | 5.300% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 690.72 | 4.679% | R1 300 013.96 | 5.388% | |
Assupol (secured) | G | 1.94 | R 125 647.14 | 4.672% | R1 282 248.67 | 5.098% | |
Momentum | L | 2.6 | R 124 273.00 | 4.440% | R1 287 497.00 | 5.180% | |
NEDgroup LIFE* | L | 0 | R 120 036.28 | 3.720% | R1 217 823.21 | 4.020% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 132 564.84 | 5.800% | R1 325 648.36 | 5.800% | |
Clientele life* | 0 | R 130 510.28 | 5.470% | R1 317 524.01 | 5.670% | ||
Discovery* | G | 3.5 | R 128 557.93 | 5.153% | R1 318 467.44 | 5.685% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 127 970.20 | 5.056% | R1 323 318.46 | 5.763% | |
Assupol (secured) | G | 1.94 | R 127 458.08 | 4.972% | R1 302 629.87 | 5.430% | |
Momentum | L | 2.6 | R 127 049.00 | 4.900% | R1 315 255.00 | 5.630% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 623.23 | - | - |
Momentum | R 3 185.30 | R 4 538.95 | R 4 293.17 |
Metropolitan | R 3 128.11 | R 4 507.37 | R 4 139.21 |
Assupol Life | R 3 108.04 | R 4 406.48 | R 4 104.67 |
Discovery | R 3 097.11 | R 4 401.30 | R 4 113.54 |
Old Mutual | R 3 081.52 | R 4 445.09 | R 4 112.50 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 858.40 | R 191.73 | R 1 666.67 | 10.317% |
Momentum | R 1 815.26 | R 148.59 | R 1 666.67 | 8.186% |
Metropolitan | R 1 775.57 | R 108.90 | R 1 666.67 | 6.133% |
Old Mutual | R 1 760.39 | R 93.72 | R 1 666.67 | 5.324% |
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 423.22 | R 43.66 | R 4 232.20 | R 436.63 | |
Discovery* | G | 3.5 | R 372.50 | R 0.00 | R 4 187.00 | R 279.35 | |
Clientele life* | G | 2.43 | R 391.46 | R 43.18 | R 4 074.12 | R 466.23 | |
Momentum | L | 2.6 | - | - | R 4 068.74 | R 360.90 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 045.72 | R 219.39 | |
NEDgroup LIFE* | L | 0 | R 302.09 | R 11.92 | R 3 262.62 | R 149.45 |
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) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | R 398.30 | R 1.20 | R 4 441.64 | R 307.39 | |
Momentum | L | 2.6 | - | - | R 4 407.49 | R 428.41 | |
Clientele life* | G | 2.43 | R 412.99 | R 47.85 | R 4 289.03 | R 514.52 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 257.85 | R 230.89 |
Institute | Annuity code | Metropolitan | Metquote Codes : 45546 21A46 B742C C01C4 | Metropolitan | Metquote Codes : 9EA43 A51C8 F0C96 302DA | Metropolitan | Metquote Codes : B7244 F039A A9A79 D0334 | Momentum | Guar : G-AHDKAPP-W4EEQLO-VXFB73R | Momentum | Db : DB-DCFCC-ICJDH-CLBCJ-KJDBC-HGJDB-CDBCD | Momentum | Ann : A-UXCKQEN-Z4F7JV4-V6ABRCQ | Old Mutual | Max Income : 3ENR7Z9999T5AATA6YJJYYJHQ6TT5HHJ9SH | Old Mutual | Bond: JBGUUUUUUUUUUUUUUUUUUU6LUUUUUUUMWV7 | Old Mutual | Ann : CJ9BR 7EZEC 43HWC 23F93 |
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