Updated: 27-June-2022 Valid until: 01-July-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 | 0 | R 138 949.27 | 6.800% | R1 396 009.99 | 6.900% | |
Absa* | L | 2.43 | R 138 759.34 | 6.771% | R1 387 598.04 | 6.771% | |
Assupol (secured) | G | 1.94 | R 134 138.47 | 6.050% | R1 368 864.96 | 6.481% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 132 138.00 | 5.732% | R1 365 955.18 | 6.436% | |
Momentum | L | 2.6 | R 131 734.00 | 5.670% | R1 364 905.00 | 6.420% | |
Discovery | G | 3.5 | R 129 488.87 | 5.304% | R1 328 641.22 | 5.848% | |
NEDgroup LIFE* | L | 0 | R 128 848.30 | 5.200% | R1 306 960.01 | 5.500% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 0 | R 141 043.42 | 7.120% | R1 417 029.90 | 7.220% | |
Momentum | L | 2.6 | R 134 675.00 | 6.130% | R1 394 453.00 | 6.880% | |
Assupol (secured) | G | 1.94 | R 136 046.53 | 6.350% | R1 390 598.90 | 6.817% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 134 533.83 | 6.112% | R1 390 440.46 | 6.815% | |
Discovery* | G | 3.5 | R 131 936.55 | 5.700% | R1 353 118.02 | 6.235% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 943.70 | - | - |
Assupol (annuity) | R 3 383.97 | R 4 840.35 | R 4 486.31 |
Metropolitan* | R 3 213.75 | R 4 648.05 | R 4 220.19 |
Discovery | R 3 198.84 | R 4 595.07 | R 4 253.60 |
Old Mutual | R 3 165.74 | R 4 613.26 | R 4 220.27 |
Momentum | R 3 139.13 | R 4 658.02 | R 4 373.73 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 964.72 | R 298.05 | R 1 666.67 | 15.170% |
Momentum | R 1 899.65 | R 232.98 | R 1 666.67 | 12.265% |
Metropolitan* | R 1 857.05 | R 190.38 | R 1 666.67 | 10.252% |
Old Mutual | R 1 831.55 | R 164.88 | R 1 666.67 | 9.002% |
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* | L | 3.5 | R 548.80 | R 83.25 | R 5 488.02 | R 832.56 | |
Clientele life* | G | 2.43 | R 524.60 | R 75.54 | R 5 324.60 | R 777.03 | |
Assupol (annuity) | L | 1.94 | - | - | R 5 227.31 | R 396.79 | |
Momentum | L | 2.6 | - | - | R 5 099.93 | R 660.95 | |
Discovery* | G | 3.5 | R 429.11 | R 22.61 | R 4 775.97 | R 544.76 | |
NEDgroup LIFE* | L | 0 | R 418.81 | R 29.12 | R 4 420.13 | R 333.30 |
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) |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | R 545.81 | R 81.44 | R 5 536.59 | R 836.67 | |
Momentum | L | 2.6 | - | - | R 5 445.10 | R 748.70 | |
Assupol (annuity) | L | 1.94 | - | - | R 5 427.45 | R 411.99 | |
Discovery* | G | 3.5 | R 455.50 | R 26.62 | R 5 036.45 | R 584.37 |
Institute | Annuity code | Metropolitan | Metquote Codes : 58DA3 02208 31D46 3015B | Metropolitan | Metquote Codes : E84A5 C7830 2D232 102A9 | Metropolitan | Metquote Codes : D0462 DC2F4 1598D 503A5 | Momentum | Ann :
A-4HDWIU9-Y4HJM4J-ZIDBRS2 |
Momentum | Guar :
G-AHDWAPV-W4GEQUN-ZXEB79R |
Momentum | Db :
DB-DCFDC-JDJDH-CLBCL-GGIBC-IILDB-CDBCD |
Old Mutual | Max Income : U7MUPPVAA5A6YZJYYJYJJHHHQTXRSHH3EQM | Old Mutual | Ann : 8VA65 RSUDB X9LFE SBHEM | Old Mutual | Bond: 9T8UUUUUUUUUUUUUUUUUUUCAUUUUUUUU68N |
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