Updated: 26-July-2021 Valid until: 30-July-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 128 542.39 | 5.150% | R1 297 695.20 | 5.350% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 325.41 | 4.618% | R1 296 085.77 | 5.324% | |
Assupol (secured) | G | 1.94 | R 126 447.43 | 4.805% | R1 290 443.88 | 5.232% | |
Discovery* | G | 3.5 | R 125 570.97 | 4.659% | R1 288 440.95 | 5.199% | |
Absa* | L | 0 | R 128 655.09 | 5.168% | R1 286 550.93 | 5.168% | |
Momentum | L | 2.6 | R 124 048.00 | 4.400% | R1 285 037.00 | 5.140% | |
NEDgroup LIFE* | L | 0 | R 119 631.77 | 3.650% | R1 213 147.37 | 3.940% |
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% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 127 598.15 | 4.995% | R1 319 319.59 | 5.699% | |
Clientele life* | 0 | R 130 510.28 | 5.470% | R1 317 524.01 | 5.670% | ||
Momentum | L | 2.6 | R 126 794.00 | 4.860% | R1 312 741.00 | 5.590% | |
Discovery* | G | 3.5 | R 127 944.59 | 5.052% | R1 312 177.20 | 5.584% | |
Assupol (secured) | G | 1.94 | R 128 267.57 | 5.105% | R1 310 929.06 | 5.564% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 798.05 | - | - |
Assupol Life | R 3 258.10 | R 4 602.29 | R 4 293.82 |
Momentum | R 3 177.43 | R 4 528.18 | R 4 282.33 |
Metropolitan* | R 3 131.27 | R 4 502.36 | R 4 135.92 |
Old Mutual | R 3 122.64 | R 4 477.24 | R 4 153.93 |
Discovery | R 3 120.60 | R 4 433.51 | R 4 136.63 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 856.19 | R 189.52 | R 1 666.67 | 10.210% |
Momentum | R 1 818.08 | R 151.41 | R 1 666.67 | 8.328% |
Metropolitan | R 1 780.54 | R 113.87 | R 1 666.67 | 6.395% |
Old Mutual | R 1 765.90 | R 99.23 | R 1 666.67 | 5.619% |
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 368.11 | R 0.03 | R 4 146.20 | R 299.13 | |
Absa* | G | 3.5 | R 413.43 | R 42.22 | R 4 134.25 | R 422.12 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 116.07 | R 240.86 | |
Clientele life* | G | 2.43 | R 391.46 | R 43.18 | R 4 074.12 | R 466.23 | |
Momentum | L | 2.6 | - | - | R 4 047.46 | R 364.27 | |
NEDgroup LIFE* | L | 0 | R 296.49 | R 11.25 | R 3 195.38 | R 140.77 |
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 394.20 | R 3.05 | R 4 403.75 | R 329.00 | |
Momentum | L | 2.6 | - | - | R 4 387.12 | R 432.13 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 328.36 | R 253.29 | |
Clientele life* | G | 2.43 | R 412.99 | R 47.85 | R 4 289.03 | R 514.52 |
Institute | Annuity code | Metropolitan | Metquote Codes : E1F5D F01DF 5A453 801A3 | Metropolitan | Metquote Codes : 4FB2E 61EAB C64D9 202E8 | Metropolitan | Metquote Codes : 6EEBD 9B9E6 46F05 E03CF | Momentum | Db : DB-DCFCC-KDIDH-CLBCJ-KDDBC-HGFDB-CDBCD | Momentum | Guar : G-AXD7APQ-W4GEQSO-VXGB73R | Momentum | Ann : A-UXD7QES-Z4G7JDC-V6ABRCU | Old Mutual | Ann : 7XGUUUUUUUUUUUUUUUUUUU6PUUUUUUUM84W | Old Mutual | Max Income : 2PN7PP69TTT5AA556ZZYYJJHL6T8RNHJVVF | Old Mutual | Bond: 8CXRB RL4GD 38S5K R8VXM |
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