Updated: 09-May-2022 Valid until: 13-May-2022
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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 137 653.11 | 6.600% | R1 389 492.68 | 6.800% | |
Assupol (secured) | G | 1.94 | R 135 395.37 | 6.248% | R1 381 704.06 | 6.680% | |
Absa* | G | 2.43 | R 137 731.11 | 6.612% | R1 377 324.96 | 6.612% | |
Momentum | L | 2.6 | R 131 485.00 | 5.630% | R1 362 327.00 | 6.380% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 131 124.66 | 5.569% | R1 356 045.06 | 6.281% | |
Discovery | G | 3.5 | R 127 062.35 | 4.907% | R1 303 743.47 | 5.448% | |
NEDgroup LIFE* | L | 0 | R 127 871.44 | 5.040% | R1 297 695.20 | 5.350% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | R 139 731.64 | 6.920% | R1 410 434.17 | 7.120% | |
Assupol Life (secured) | G | 1.94 | R 137 317.70 | 6.548% | R1 403 666.26 | 7.017% | |
Momentum | L | 2.6 | R 134 421.00 | 6.090% | R1 391 819.00 | 6.840% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 133 502.56 | 5.949% | R1 380 353.70 | 6.659% | |
Discovery* | G | 3.5 | R 129 464.16 | 5.300% | R1 327 761.66 | 5.834% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 546.42 | - | - |
Momentum | R 3 283.26 | R 4 698.51 | R 4 355.08 |
Metropolitan* | R 3 129.11 | R 4 579.51 | R 4 135.41 |
Discovery | R 3 120.23 | R 4 516.53 | R 4 181.67 |
Old Mutual | R 3 049.22 | R 4 521.66 | R 4 119.68 |
Assupol (annuity) | R 3 031.11 | R 4 542.00 | R 4 381.76 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 942.95 | R 276.28 | R 1 666.67 | 14.220% |
Momentum | R 1 878.19 | R 211.52 | R 1 666.67 | 11.262% |
Metropolitan* | R 1 841.61 | R 174.94 | R 1 666.67 | 9.499% |
Old Mutual | R 1 814.43 | R 147.76 | R 1 666.67 | 8.144% |
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 5 340.47 | R 506.51 | |
Absa* | G | 3.5 | R 532.27 | R 75.69 | R 5 322.65 | R 756.86 | |
Clientele life* | G | 2.43 | R 514.36 | R 72.77 | R 5 222.36 | R 748.97 | |
Momentum | L | 2.6 | - | - | R 5 045.47 | R 629.17 | |
Discovery* | G | 3.5 | R 397.09 | R 14.10 | R 4 450.59 | R 454.50 | |
NEDgroup LIFE* | L | 0 | R 406.47 | R 27.00 | R 4 299.49 | R 311.05 |
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 5 544.73 | R 525.89 | |
Clientele life* | G | 2.43 | R 535.60 | R 78.57 | R 5 434.58 | R 807.72 | |
Momentum | L | 2.6 | - | - | R 5 388.92 | R 715.11 | |
Discovery* | G | 3.5 | R 423.69 | R 17.90 | R 4 713.16 | R 492.03 |
Institute | Annuity code | Metropolitan | Metquote Codes : 9658A 6F642 A118F 6012D | Metropolitan | Metquote Codes : BC8D1 F0F7B EFA1B B02B9 | Metropolitan | Metquote Codes : 9667B 3DC81 68131 C03B5 | Momentum | Db : DB-DCFDC-IBLDH-CLBCL-FKDBC-IIHDB-CDBCD | Momentum | Ann : A-MXCIIE3-Q4FRLEB-Z9ABRSX | Momentum | Guar : G-AHDIAPH-W4EEQVV-ZXFB7PR | Old Mutual | Ann : 4KPGQ GVV95 QJWHA BJF7D | Old Mutual | Bond: HB8UUUUUUUUUUUUUUUUUUUCUUUUUUUUMTTZ | Old Mutual | Max Income : SEM8PPF65T5ZYYYYJJJJJHHHQTXLHMNN8W2 |
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