Updated: 13-September-2021 Valid until: 17-September-2021
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Assupol (secured) | G | 1.94 | R 127 367.04 | 4.957% | R1 299 543.97 | 5.385% | |
Clientele life* | G | 2.43 | R 128 725.00 | 5.180% | R1 299 395.31 | 5.380% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 503.78 | 4.648% | R1 298 168.37 | 5.358% | |
Absa* | L | 0 | R 129 514.86 | 5.309% | R1 295 148.60 | 5.309% | |
Discovery* | G | 3.5 | R 126 190.67 | 4.762% | R1 294 799.44 | 5.303% | |
Momentum | L | 2.6 | R 124 762.00 | 4.520% | R1 292 430.00 | 5.260% | |
NEDgroup LIFE* | L | 0 | R 120 325.89 | 3.770% | R1 219 580.36 | 4.050% |
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 127 779.94 | 5.025% | R1 321 439.95 | 5.733% | |
Assupol (secured) | G | 1.94 | R 129 197.75 | 5.257% | R1 320 456.66 | 5.717% | |
Momentum | L | 2.6 | R 127 536.00 | 4.980% | R1 320 294.00 | 5.710% | |
Clientele life* | 0 | R 130 696.00 | 5.500% | R1 319 395.31 | 5.700% | ||
Discovery* | G | 3.5 | R 128 576.00 | 5.155% | R1 318 652.84 | 5.688% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 638.25 | - | - |
Assupol Life | R 3 115.39 | R 4 500.98 | R 4 162.86 |
Momentum | R 3 065.14 | R 4 432.55 | R 4 145.74 |
Metropolitan* | R 3 050.68 | R 4 440.46 | R 4 049.61 |
Discovery | R 3 012.01 | R 4 359.71 | R 4 039.95 |
Old Mutual | R 3 003.81 | R 4 384.87 | R 4 034.31 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 855.74 | R 189.07 | R 1 666.67 | 10.189% |
Momentum | R 1 813.33 | R 146.66 | R 1 666.67 | 8.088% |
Metropolitan | R 1 780.95 | R 114.28 | R 1 666.67 | 6.417% |
Old Mutual | R 1 759.10 | R 92.43 | R 1 666.67 | 5.255% |
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 4 236.38 | R 276.40 | |
Absa* | G | 3.5 | R 422.90 | R 43.09 | R 4 229.01 | R 430.88 | |
Discovery* | G | 3.5 | R 375.15 | R 0.83 | R 4 216.54 | R 307.12 | |
Momentum | L | 2.6 | - | - | R 4 136.82 | R 379.35 | |
Clientele life* | G | 2.43 | R 394.65 | R 43.86 | R 4 105.99 | R 473.25 | |
NEDgroup LIFE* | L | 0 | R 306.63 | R 12.50 | R 3 281.36 | R 151.82 |
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 4 475.98 | R 448.49 | |
Discovery* | G | 3.5 | R 401.11 | R 3.84 | R 4 472.82 | R 336.82 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 448.78 | R 290.26 | |
Clientele life* | G | 2.43 | R 416.17 | R 48.57 | R 4 320.82 | R 521.85 |
Institute | Annuity code | Metropolitan | Metquote Codes : 0F698 B80D3 59C9B 7017D | Metropolitan | Metquote Codes : 1B80F 7D953 5EE0F 002C8 | Metropolitan | Metquote Codes : F800F 72C49 16BED 0032D | Momentum | Db : DB-DCFCC-MCFDH-CLBCK-BEDBC-HHHDB-CDBCD | Momentum | Ann : A-UHDMQE2-Z4G7MKC-WRCBRMU | Momentum | Guar : G-AHDMAPP-W4GEQIO-WXGB7LR | Old Mutual | Ann : TWRX2 XTQTH 67ACW GD96D | Old Mutual | Bond: T6GUUUUUUUUUUUUUUUUUUU6PUUUUUUUMERL | Old Mutual | Max Income : 7LNFPE6SS9T66A56ZYYJJJJHQ4X8YHHHRNK |
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