Updated: 29-November-2021 Valid until: 03-December-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 135 089.81 | 6.200% | R1 357 270.23 | 6.300% | |
Momentum | L | 2.6 | R 130 184.00 | 5.420% | R1 348 723.00 | 6.170% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 130 116.11 | 5.406% | R1 345 139.40 | 6.109% | |
Assupol (secured) | G | 1.94 | R 131 789.81 | 5.676% | R1 344 930.10 | 6.106% | |
Absa* | L | 0 | R 134 489.16 | 6.105% | R1 344 891.65 | 6.105% | |
Discovery* | G | 3.5 | R 126 149.28 | 4.756% | R1 294 374.73 | 5.296% | |
NEDgroup LIFE* | L | 0 | R 124 201.37 | 4.430% | R1 259 956.40 | 4.730% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Momentum | L | 2.6 | R 133 078.00 | 5.880% | R1 377 923.00 | 6.620% | |
Clientele life* | 0 | R 137 137.36 | 6.520% | R1 377 822.88 | 6.620% | ||
Old Mutual Wealth Fixed Bond | G | 0 | R 132 475.35 | 5.786% | R1 369 251.69 | 6.487% | |
Assupol (secured) | G | 1.94 | R 133 671.13 | 5.976% | R1 366 295.79 | 6.441% | |
Discovery* | G | 3.5 | R 128 533.83 | 5.149% | R1 318 220.32 | 5.681% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 875.80 | - | - |
Assupol Life | R 3 326.84 | R 4 741.22 | R 4 403.05 |
Momentum | R 3 215.93 | R 4 642.24 | R 4 327.36 |
Metropolitan* | R 3 184.01 | R 4 601.06 | R 4 204.37 |
Discovery | R 3 144.09 | R 4 528.60 | R 4 209.52 |
Old Mutual | R 3 140.17 | R 4 567.06 | R 4 201.58 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 897.24 | R 230.57 | R 1 666.67 | 12.153% |
Momentum | R 1 857.22 | R 190.55 | R 1 666.67 | 10.260% |
Metropolitan | R 1 818.71 | R 152.04 | R 1 666.67 | 8.360% |
Old Mutual | R 1 768.96 | R 102.29 | R 1 666.67 | 5.783% |
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 486.54 | R 59.13 | R 4 865.40 | R 591.31 | |
Momentum | L | 2.6 | - | - | R 4 823.38 | R 529.61 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 805.50 | R 354.46 | |
Clientele life* | G | 2.43 | R 466.98 | R 60.54 | R 4 788.52 | R 635.07 | |
Discovery* | G | 3.5 | R 380.79 | R 6.88 | R 4 280.52 | R 375.24 | |
NEDgroup LIFE* | L | 0 | R 358.11 | R 19.35 | R 3 820.24 | R 229.95 |
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 5 161.72 | R 609.08 | |
Assupol (annuity) | L | 1.94 | - | - | R 5 011.57 | R 369.66 | |
Clientele life* | G | 2.43 | R 488.33 | R 65.92 | R 5 001.75 | R 690.00 | |
Discovery* | G | 3.5 | R 407.18 | R 10.32 | R 4 541.07 | R 409.14 |
Institute | Annuity code | Metropolitan | Metquote Codes : 1C351 37E20 C9566 D02FC | Metropolitan | Metquote Codes : 19B72 AF437 6530C 70127 | Metropolitan | Metquote Codes : E1589 52AD6 C0CC7 C03FE | Momentum | Guar : G-AXDCAPK-W4GEQNJ-XXHB73R | Momentum | Db : DB-DCFCD-EDLDH-CLBCL-CCDBC-IGGDB-CDBCD | Momentum | Ann : A-MXCCQER-X4GRMSW-XXDBRCS | Old Mutual | Bond: SAGUUUUUUUUUUUUUUUUUUUYAUUUUUUUUPG2 | Old Mutual | Max Income : BXN3PVYFF45ZZZ6YYYJJJHHHQ7TLJH933RK | Old Mutual | Ann : PMEUL QLSL7 SH3J4 GBT9V |
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