Updated: 21-June-2021 Valid until: 25-June-2021
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | R 128 664.69 | 5.170% | R1 298 927.47 | 5.370% | |
Assupol (secured) | G | 1.94 | R 127 251.79 | 4.938% | R1 298 619.31 | 5.365% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 241.37 | 4.604% | R1 295 272.41 | 5.311% | |
Discovery* | G | 3.5 | R 126 155.19 | 4.757% | R1 294 435.40 | 5.297% | |
Absa* | L | 0 | R 129 384.01 | 5.287% | R1 293 840.06 | 5.287% | |
Momentum | L | 2.6 | R 124 039.00 | 4.400% | R1 285 046.00 | 5.140% | |
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 132 564.84 | 5.800% | R1 325 648.36 | 5.800% | |
Assupol (secured) | G | 1.94 | R 129 081.18 | 5.238% | R1 319 270.49 | 5.698% | |
Clientele life* | 0 | R 130 634.07 | 5.490% | R1 318 771.31 | 5.690% | ||
Old Mutual Wealth Fixed Bond | G | 0 | R 127 512.63 | 4.981% | R1 318 491.75 | 5.686% | |
Discovery* | G | 3.5 | R 128 539.86 | 5.150% | R1 318 282.13 | 5.682% | |
Momentum | L | 2.6 | R 126 796.00 | 4.860% | R1 312 737.00 | 5.590% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 500.81 | - | - |
Momentum | R 3 066.75 | R 4 418.93 | R 4 151.00 |
Metropolitan* | R 3 041.41 | R 4 427.72 | R 4 044.77 |
Discovery | R 3 004.62 | R 4 327.26 | R 4 012.70 |
Assupol Life | R 2 998.08 | R 4 323.75 | R 4 000.87 |
Old Mutual | R 2 993.93 | R 4 372.22 | R 4 020.80 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 860.92 | R 194.25 | R 1 666.67 | 10.439% |
Momentum | R 1 798.09 | R 131.42 | R 1 666.67 | 7.309% |
Metropolitan | R 1 776.81 | R 110.14 | R 1 666.67 | 6.199% |
Old Mutual | R 1 764.45 | R 97.78 | R 1 666.67 | 5.542% |
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 422.63 | R 44.12 | R 4 226.29 | R 441.17 | |
Discovery* | G | 3.5 | R 374.18 | R 0.21 | R 4 206.11 | R 300.24 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 199.21 | R 261.45 | |
Clientele life* | G | 2.43 | R 395.45 | R 44.03 | R 4 112.37 | R 474.66 | |
Momentum | L | 2.6 | - | - | R 4 041.41 | R 358.47 | |
NEDgroup LIFE* | L | 0 | R 304.14 | R 12.15 | R 3 284.46 | R 152.27 |
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 400.11 | R 3.18 | R 4 462.08 | R 329.57 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 411.31 | R 274.66 | |
Momentum | L | 2.6 | - | - | R 4 380.38 | R 425.34 | |
Clientele life* | G | 2.43 | R 416.97 | R 48.74 | R 4 327.18 | R 523.32 |
Institute | Annuity code | Metropolitan | Metquote Codes : 49880 03BFB 8A44F C019A | Metropolitan | Metquote Codes : 67ADB 8188F 36E74 903EC | Metropolitan | Metquote Codes : 167FE 580C5 77C93 10275 | Momentum | Guar : G-AHDUAPZ-W4HEQBW-VXEB73R | Momentum | Ann : A-UXCUQE4-Z4H7MU4-VJBBRMQ | Momentum | Db : DB-DCFCC-JDDDH-CLBCJ-KCDBC-HGEDB-CDBCD | Old Mutual | Bond: YTGUUUUUUUUUUUUUUUUUUU65UUUUUUUM32C | Old Mutual | Ann : JKEXP UC89W Z4CAH UKNEP | Old Mutual | Max Income : R7N7PP6TT5956656ZZYJYHJHQ6T86NHHXB8 |
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