Updated: 10-January-2022 Valid until: 14-January-2022
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Absa* | L | 0 | R 134 693.74 | 6.138% | R1 346 937.40 | 6.138% | |
Assupol (secured) | G | 1.94 | R 131 155.01 | 5.574% | R1 338 478.09 | 6.004% | |
Clientele life* | G | 2.43 | R 133 192.51 | 5.900% | R1 338 225.58 | 6.000% | |
Momentum | L | 2.6 | R 128 454.00 | 5.140% | R1 330 797.00 | 5.880% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 127 824.61 | 5.032% | R1 322 114.94 | 5.744% | |
Discovery* | G | 3.5 | R 126 178.84 | 4.760% | R1 294 678.09 | 5.301% | |
NEDgroup LIFE* | L | 0 | R 123 785.66 | 4.360% | R1 255 751.35 | 4.660% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Assupol (secured) | G | 1.94 | R 133 029.09 | 5.874% | R1 359 697.94 | 6.338% | |
Momentum | L | 2.6 | R 131 309.00 | 5.600% | R1 359 483.00 | 6.330% | |
Clientele life* | 0 | R 135 217.06 | 6.220% | R1 358 547.54 | 6.320% | ||
Old Mutual Wealth Fixed Bond | G | 0 | R 130 142.82 | 5.411% | R1 345 815.69 | 6.120% | |
Discovery* | G | 3.5 | R 128 563.95 | 5.154% | R1 318 529.26 | 5.686% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 726.54 | - | - |
Momentum | R 3 199.45 | R 4 567.78 | R 4 240.03 |
Assupol Life | R 3 194.38 | R 4 599.36 | R 4 254.35 |
Metropolitan* | R 3 111.34 | R 4 546.24 | R 4 145.04 |
Discovery | R 3 081.30 | R 4 465.23 | R 4 139.27 |
Old Mutual | R 3 063.17 | R 4 487.86 | R 4 115.89 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 897.47 | R 230.80 | R 1 666.67 | 12.164% |
Momentum | R 1 846.56 | R 179.89 | R 1 666.67 | 9.742% |
Metropolitan | R 1 813.72 | R 147.05 | R 1 666.67 | 8.108% |
Old Mutual | R 1 788.12 | R 121.45 | R 1 666.67 | 6.792% |
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 488.74 | R 59.45 | R 4 887.41 | R 594.49 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 758.56 | R 384.48 | |
Momentum | L | 2.6 | - | - | R 4 632.37 | R 505.39 | |
Clientele life* | G | 2.43 | R 451.14 | R 56.68 | R 4 590.63 | R 585.94 | |
Discovery* | G | 3.5 | R 377.26 | R 3.05 | R 4 240.38 | R 332.14 | |
NEDgroup LIFE* | L | 0 | R 352.81 | R 18.60 | R 3 764.68 | R 221.30 |
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 4 974.05 | R 583.46 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 967.52 | R 401.37 | |
Clientele life* | G | 2.43 | R 472.52 | R 61.92 | R 4 804.33 | R 639.07 | |
Discovery* | G | 3.5 | R 403.38 | R 6.22 | R 4 498.22 | R 363.38 |
Institute | Annuity code | Metropolitan | Metquote Codes : 64031 5D613 F68F9 C0119 | Metropolitan | Metquote Codes : 2B5C0 FFA63 826CD 20214 | Metropolitan | Metquote Codes : A95BB 34348 244BF 40389 | Momentum | Guar : G-AXDGAP7-W4FEQWR-YXHB7HR | Momentum | Db : DB-DCFDC-ECCDH-CLBCK-JGDBC-IDIDB-CDBCD | Momentum | Ann : A-MXCGQEJ-L4FBOTG-Y6BBR4Q | Old Mutual | Bond: LK8UUUUUUUUUUUUUUUUUUUNBUUUUUUUUM8C | Old Mutual | Max Income : 4ZM3PP4T5TT6ZZZZZYYJJHJHQSXKNNNJQCN | Old Mutual | Ann : GLUFF LRW2H AD6ZQ LDGMG |
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