Updated: 11-October-2021 Valid until: 15-October-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 133 822.56 | 6.000% | R1 350 898.08 | 6.200% | |
Assupol (secured) | G | 1.94 | R 131 534.35 | 5.635% | R1 342 333.66 | 6.065% | |
Absa* | L | 0 | R 133 824.30 | 6.000% | R1 338 242.96 | 6.000% | |
Momentum | L | 2.6 | R 128 759.00 | 5.190% | R1 333 961.00 | 5.930% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 128 253.79 | 5.103% | R1 326 524.48 | 5.814% | |
Discovery* | G | 3.5 | R 128 693.97 | 5.175% | R1 320 484.95 | 5.717% | |
NEDgroup LIFE* | L | 0 | R 123 075.61 | 4.240% | R1 247 374.91 | 4.520% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | 0 | R 135 854.75 | 6.320% | R1 371 373.61 | 6.520% | ||
Assupol (secured) | G | 1.94 | R 133 412.76 | 5.935% | R1 363 602.32 | 6.399% | |
Momentum | L | 2.6 | R 131 622.00 | 5.650% | R1 362 715.00 | 6.390% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 130 579.75 | 5.481% | R1 350 304.23 | 6.191% | |
Discovery* | G | 3.5 | R 131 126.63 | 5.569% | R1 344 811.59 | 6.104% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 808.87 | - | - |
Assupol Life | R 3 266.55 | R 4 668.34 | R 4 332.98 |
Momentum | R 3 191.27 | R 4 586.64 | R 4 296.11 |
Metropolitan* | R 3 154.88 | R 4 561.48 | R 4 169.89 |
Discovery | R 3 133.15 | R 4 484.73 | R 4 173.45 |
Old Mutual | R 3 136.05 | R 4 544.63 | R 4 191.83 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 885.93 | R 219.26 | R 1 666.67 | 11.626% |
Momentum | R 1 836.98 | R 170.31 | R 1 666.67 | 9.271% |
Metropolitan | R 1 802.09 | R 135.42 | R 1 666.67 | 7.515% |
Old Mutual | R 1 785.16 | R 92.87 | R 1 666.67 | 5.278% |
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 4 774.01 | R 396.67 | |
Absa* | G | 3.5 | R 476.67 | R 55.42 | R 4 766.71 | R 554.18 | |
Clientele life* | G | 2.43 | R 455.10 | R 57.63 | R 4 709.42 | R 615.21 | |
Momentum | L | 2.6 | - | - | R 4 641.31 | R 484.55 | |
Discovery* | G | 3.5 | R 406.83 | R 7.93 | R 4 537.81 | R 382.64 | |
NEDgroup LIFE* | L | 0 | R 343.38 | R 17.25 | R 3 652.78 | R 204.15 |
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 4 983.43 | R 414.07 | |
Momentum | L | 2.6 | - | - | R 4 980.79 | R 560.84 | |
Clientele life* | G | 2.43 | R 476.48 | R 62.91 | R 4 922.83 | R 669.43 | |
Discovery* | G | 3.5 | R 432.54 | R 11.13 | R 4 791.58 | R 414.20 |
Institute | Annuity code | Metropolitan | Metquote Codes : E1805 E45A2 9235E C016B | Metropolitan | Metquote Codes : C8C52 0BF0C 853CA A024E | Metropolitan | Metquote Codes : 87229 77983 3E544 4036C | Momentum | Db : DB-DCFCD-DCDDH-CLBCK-ICDBC-IEDDB-CDBCD | Momentum | Guar : G-AHDUAPN-W4GEQYB-WXGB7HR | Momentum | Ann : A-UXCUQET-T4GBJH2-W3BBRCT | Old Mutual | Ann : BQJZY SWQW9 YNRET 8NHYG | Old Mutual | Max Income : ERNPPPS599T56AAZYJYJJJJHRSX83H93P9F | Old Mutual | Bond: BYGUUUUUUUUUUUUUUUUUUUNVUUUUUUUMMT4 |
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