Updated: 17-January-2022 Valid until: 21-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 134 472.12 | 6.103% | R1 344 721.17 | 6.103% | |
Clientele life* | G | 2.43 | R 133 192.51 | 5.900% | R1 338 225.58 | 6.000% | |
Assupol (secured) | G | 1.94 | R 130 906.74 | 5.534% | R1 335 954.66 | 5.964% | |
Momentum | L | 2.6 | R 128 820.00 | 5.200% | R1 334 594.00 | 5.940% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 127 384.46 | 4.960% | R1 317 414.80 | 5.668% | |
Discovery* | G | 3.5 | R 125 830.36 | 4.703% | R1 291 102.41 | 5.243% | |
NEDgroup LIFE* | L | 0 | R 123 430.23 | 4.300% | R1 252 155.95 | 4.600% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Momentum | L | 2.6 | R 131 684.00 | 5.660% | R1 363 362.00 | 6.400% | |
Clientele life* | 0 | R 135 217.06 | 6.220% | R1 358 547.54 | 6.320% | ||
Assupol (secured) | G | 1.94 | R 132 777.98 | 5.834% | R1 357 142.55 | 6.298% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 129 694.56 | 5.338% | R1 341 031.03 | 6.044% | |
Discovery* | G | 3.5 | R 128 208.88 | 5.095% | R1 314 887.70 | 5.628% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 713.39 | - | - |
Momentum | R 3 262.39 | R 4 637.51 | R 4 330.54 |
Assupol Life | R 3 182.99 | R 4 587.51 | R 4 242.55 |
Metropolitan* | R 3 120.09 | R 4 555.70 | R 4 155.00 |
Discovery | R 3 082.40 | R 4 465.79 | R 4 139.90 |
Old Mutual | R 3 076.51 | R 4 496.80 | R 4 128.86 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 903.59 | R 236.92 | R 1 666.67 | 12.446% |
Momentum | R 1 853.94 | R 187.27 | R 1 666.67 | 10.101% |
Metropolitan | R 1 809.15 | R 142.48 | R 1 666.67 | 7.876% |
Old Mutual | R 1 784.27 | R 117.60 | R 1 666.67 | 6.591% |
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 487.99 | R 60.74 | R 4 879.88 | R 607.36 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 719.11 | R 362.43 | |
Momentum | L | 2.6 | - | - | R 4 667.28 | R 504.53 | |
Clientele life* | G | 2.43 | R 448.76 | R 56.11 | R 4 566.86 | R 580.15 | |
Discovery* | G | 3.5 | R 370.54 | R 0.00 | R 4 169.83 | R 296.59 | |
NEDgroup LIFE* | L | 0 | R 348.16 | R 17.92 | R 3 719.54 | R 214.42 |
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 5 008.12 | R 582.44 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 927.45 | R 378.42 | |
Clientele life* | G | 2.43 | R 470.15 | R 61.32 | R 4 780.61 | R 633.07 | |
Discovery* | G | 3.5 | R 396.54 | R 2.82 | R 4 426.49 | R 326.03 |
Institute | Annuity code | Metropolitan | Metquote Codes : E0F61 97120 C58DA 1012B | Metropolitan | Metquote Codes : 2A400 C6CC6 A3081 E0258 | Metropolitan | Metquote Codes : E7C30 FD517 FF70D A0300 | Momentum | Db : DB-DCFDC-ECJDH-CLBCK-KCDBC-IEEDB-CDBCD | Momentum | Ann : A-MHDIQEP-L4FBN4G-YLCBRCQ | Momentum | Guar : G-AHDIAPP-W4EEQ9R-YXFB7HR | Old Mutual | Ann : T6PV4 MEZEJ 83HWC M3FL9 | Old Mutual | Bond: JK8UUUUUUUUUUUUUUUUUUUNPUUUUUUUUED8 | Old Mutual | Max Income : 3ZM3PPS5T9TAY6ZZZYYJJHHHLSXLNHHJME4 |
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