Updated: 07-June-2021 Valid until: 11-June-2021
This information is supplied as part of our commitment to support and strengthen independent financial advisors. The information contained below is part of our growing product research offering.
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Absa* | L | 0 | R 128 822.81 | 5.196% | R1 288 228.07 | 5.196% | |
Clientele life* | G | 2.43 | R 127 932.32 | 5.050% | R1 291 547.91 | 5.250% | |
Assupol (secured) | G | 1.94 | R 126 495.70 | 4.813% | R1 290 873.14 | 5.239% | |
Discovery* | G | 3.5 | R 126 172.93 | 4.759% | R1 294 617.41 | 5.300% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 852.90 | 4.706% | R1 301 905.94 | 5.418% | |
Momentum | L | 2.6 | R 123 861.00 | 4.370% | R1 283 202.00 | 5.110% | |
NEDgroup LIFE* | L | 0 | R 119 401.11 | 3.610% | R1 211 397.64 | 3.910% |
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 129 892.75 | 5.370% | R1 311 301.65 | 5.570% | ||
Discovery* | G | 3.5 | R 128 557.93 | 5.153% | R1 318 467.44 | 5.685% | |
Assupol (secured) | G | 1.94 | R 128 316.40 | 5.113% | R1 311 363.76 | 5.571% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 128 135.49 | 5.083% | R1 325 244.74 | 5.794% | |
Momentum | L | 2.6 | R 126 614.00 | 4.830% | R1 310 854.00 | 5.560% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 468.88 | - | - |
Momentum | R 3 083.82 | R 4 448.71 | R 4 168.97 |
Metropolitan* | R 3 058.73 | R 4 443.45 | R 4 061.35 |
Old Mutual | R 3 023.62 | R 4 379.86 | R 4 044.03 |
Discovery | R 3 003.00 | R 4 325.90 | R 4 011.83 |
Assupol Life | R 2 970.02 | R 4 287.90 | R 3 966.73 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 849.70 | R 183.03 | R 1 666.67 | 9.895% |
Momentum | R 1 809.85 | R 143.18 | R 1 666.67 | 7.911% |
Metropolitan | R 1 774.74 | R 108.07 | R 1 666.67 | 6.090% |
Old Mutual | R 1 754.07 | R 87.40 | R 1 666.67 | 4.983% |
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 373.16 | R 0.00 | R 4 194.45 | R 286.80 | |
Absa* | G | 3.5 | R 413.85 | R 40.95 | R 4 138.52 | R 409.52 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 111.25 | R 251.89 | |
Clientele life* | G | 2.43 | R 385.87 | R 42.00 | R 4 018.32 | R 454.04 | |
Momentum | L | 2.6 | - | - | R 4 008.92 | R 344.37 | |
NEDgroup LIFE* | L | 0 | R 293.43 | R 10.92 | R 3 176.60 | R 138.35 |
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 399.00 | R 1.91 | R 4 449.55 | R 315.29 | |
Momentum | L | 2.6 | - | - | R 4 347.24 | R 410.81 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 324.43 | R 264.95 | |
Clientele life* | G | 2.43 | R 407.41 | R 46.62 | R 4 233.36 | R 501.80 |
Institute | Annuity code | Metropolitan | Metquote Codes : DAEE1 BDAA8 82040 A0101 | Metropolitan | Metquote Codes : E8D43 203B8 7060F 002CE | Metropolitan | Metquote Codes : C3547 8757E AEEBD 20313 | Momentum | Guar : G-AXDQAPE-W4FEQCW-VXGB73R | Momentum | Db : DB-DCFCC-JBJDH-CLBCJ-JLDBC-HFLDB-CDBCD | Momentum | Ann : A-EHCQQE4-J4H7IE4-VJBBRM9 | Old Mutual | Max Income : T7NVPVA9TTTTA65A6ZYYYJJJR6T86NHH246 | Old Mutual | Bond: 3TGUUUUUUUUUUUUUUUUUUU6LUUUUUUUUGC8 | Old Mutual | Ann : QA7DQ 8DUJF TRNPF ZYC7D |
---|