Updated: 16-May-2022 Valid until: 20-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 136 880.07 | 6.480% | R1 375 240.27 | 6.580% | |
Absa* | L | 0 | R 136 243.75 | 6.381% | R1 362 440.52 | 6.381% | |
Assupol (secured) | G | 1.94 | R 133 330.92 | 5.922% | R1 360 657.20 | 6.353% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 131 097.29 | 5.565% | R1 355 581.09 | 6.274% | |
Momentum | L | 2.6 | R 130 431.00 | 5.460% | R1 351 412.00 | 6.210% | |
Discovery | G | 3.5 | R 127 353.98 | 4.955% | R1 306 735.79 | 5.496% | |
NEDgroup LIFE* | L | 0 | R 126 900.52 | 4.880% | R1 287 258.69 | 5.180% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | R 138 949.27 | 6.800% | R1 396 009.99 | 6.900% | |
Assupol (secured) | G | 1.94 | R 135 229.79 | 6.222% | R1 382 222.22 | 6.688% | |
Momentum | L | 0 | R 133 331.00 | 5.920% | R1 380 536.00 | 6.660% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 133 474.55 | 5.945% | R1 379 881.09 | 6.652% | |
Discovery* | G | 3.5 | R 129 761.30 | 5.349% | R1 330 809.11 | 5.882% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 765.04 | - | - |
Momentum | R 3 319.48 | R 4 745.36 | R 4 401.69 |
Assupol (annuity) | R 3 225.93 | R 4 681.68 | R 4 316.45 |
Metropolitan* | R 3 140.76 | R 4 582.81 | R 4 145.48 |
Discovery | R 3 099.01 | R 4 514.18 | R 4 179.70 |
Old Mutual | R 3 071.98 | R 4 544.17 | R 4 145.00 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 946.54 | R 279.87 | R 1 666.67 | 14.378% |
Momentum | R 1 885.28 | R 218.61 | R 1 666.67 | 11.596% |
Metropolitan* | R 1 841.61 | R 174.94 | R 1 666.67 | 9.499% |
Old Mutual | R 1 816.93 | R 150.26 | R 1 666.67 | 8.270% |
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 517.82 | R 74.45 | R 5 178.22 | R 744.53 | |
Assupol (annuity) | L | 1.94 | - | - | R 5 093.31 | R 437.55 | |
Clientele life* | G | 2.43 | R 498.60 | R 68.59 | R 5 064.83 | R 706.64 | |
Momentum | L | 2.6 | - | - | R 4 922.03 | R 604.92 | |
Discovery* | G | 3.5 | R 401.18 | R 15.32 | R 4 492.36 | R 467.54 | |
NEDgroup LIFE* | L | 0 | R 393.59 | R 24.85 | R 4 168.92 | R 287.90 |
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 5 298.62 | R 455.19 | |
Clientele life* | G | 2.43 | R 519.87 | R 74.26 | R 5 277.42 | R 764.02 | |
Momentum | L | 2.6 | - | - | R 5 266.27 | R 689.36 | |
Discovery* | G | 3.5 | R 427.77 | R 19.16 | R 4 754.82 | R 505.47 |
Institute | Annuity code | Metropolitan | Metquote Codes : DB77E AD22E 938DD C01E2 | Metropolitan | Metquote Codes : CD768 240BA 6BB25 202C9 | Metropolitan | Metquote Codes : 6044B 03C7F 00EF6 D036C | Momentum | Ann : A-MHCKIU4-Q4GRPXB-ZACBRSX | Momentum | Guar : G-AXDKAPH-W4EEQLV-ZXGB7PR | Momentum | Db : DB-DCFDC-ICIDH-CLBCL-DIGBC-IGKDB-CDBCD | Old Mutual | Max Income : NEM8PPP6AT56YYYYJJJJJHHHQ9TLMNHH9QQ | Old Mutual | Ann : 4SNWN MHEQL 9XBV2 AXSGF | Old Mutual | Bond: GB8UUUUUUUUUUUUUUUUUUUCWUUUUUUUMM34 |
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