Updated: 02-August-2021 Valid until: 06-August-2021
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Old Mutual Wealth Fixed Bond | G | 0 | R 126 021.93 | 4.734% | R1 303 793.61 | 5.449% | |
Clientele life* | G | 2.43 | R 128 542.39 | 5.150% | R1 297 695.20 | 5.350% | |
Assupol (secured) | G | 1.94 | R 126 260.53 | 4.774% | R1 288 483.02 | 5.200% | |
Absa* | L | 0 | R 128 430.71 | 5.132% | R1 284 307.05 | 5.132% | |
Momentum | L | 2.6 | R 123 917.00 | 4.380% | R1 283 808.00 | 5.120% | |
Discovery* | G | 3.5 | R 124 977.18 | 4.560% | R1 282 348.29 | 5.100% | |
NEDgroup LIFE* | L | 0 | R 119 516.40 | 3.630% | R1 211 980.66 | 3.920% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Old Mutual Wealth Fixed Bond | G | 0 | R 128 307.69 | 5.112% | R1 327 166.50 | 5.824% | |
OUTvest | L | 0 | R 131 939.53 | 5.700% | R1 319 395.31 | 5.700% | |
Clientele life* | 0 | R 130 510.28 | 5.470% | R1 317 524.01 | 5.670% | ||
Momentum | L | 2.6 | R 126 673.00 | 4.840% | R1 311 486.00 | 5.570% | |
Assupol (secured) | G | 1.94 | R 128 078.53 | 5.074% | R1 308 943.33 | 5.532% | |
Discovery* | G | 3.5 | R 127 339.58 | 4.952% | R1 305 972.28 | 5.484% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 424.32 | - | - |
Momentum | R 3 101.80 | R 4 463.79 | R 4 191.19 |
Metropolitan* | R 3 082.21 | R 4 463.53 | R 4 084.48 |
Old Mutual | R 3 041.76 | R 4 408.31 | R 4 069.53 |
Discovery | R 3 027.65 | R 4 356.57 | R 4 041.58 |
Assupol Life | R 2 925.43 | R 4 337.56 | R 4 193.78 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 852.34 | R 185.67 | R 1 666.67 | 10.024% |
Momentum | R 1 812.41 | R 145.74 | R 1 666.67 | 8.041% |
Metropolitan | R 1 776.81 | R 110.14 | R 1 666.67 | 6.199% |
Old Mutual | R 1 761.63 | R 94.96 | R 1 666.67 | 5.391% |
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) |
---|---|---|---|---|---|---|---|
Assupol (annuity) | L | 1.94 | - | - | R 4 107.06 | R 255.75 | |
Absa* | G | 3.5 | R 410.05 | R 41.10 | R 4 100.53 | R 411.03 | |
Clientele life* | G | 2.43 | R 391.46 | R 43.18 | R 4 074.12 | R 466.23 | |
Discovery* | G | 3.5 | R 360.40 | R 0.00 | R 4 067.88 | R 281.13 | |
Momentum | L | 2.6 | - | - | R 4 020.71 | R 350.20 | |
NEDgroup LIFE* | L | 0 | R 295.24 | R 11.12 | R 3 182.89 | R 139.22 |
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 4 359.50 | R 416.77 | |
Discovery* | G | 3.5 | R 386.54 | R 1.32 | R 4 326.00 | R 310.49 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 320.60 | R 269.05 | |
Clientele life* | G | 2.43 | R 412.99 | R 47.85 | R 4 289.03 | R 514.52 |
Institute | Annuity code | Metropolitan | Metquote Codes : 38E97 4DEBA BEBD3 6010A | Metropolitan | Metquote Codes : E2DD5 F603C 08AD9 8024B | Metropolitan | Metquote Codes : B89C3 1E23D 0DB03 A0335 | Momentum | Guar : | Momentum | Ann : | Momentum | Db : | Old Mutual | Bond: WJGUUUUUUUUUUUUUUUUUUU6BUUUUUUUUJ4P | Old Mutual | Ann : KTUFV EF7MK JQ5SD PWGJJ | Old Mutual | Max Income : Y3N7P7A9TTT56556ZZYYYJHHL6T8RNHJ3L2 |
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