Updated: 04-July-2022 Valid until: 08-July-2022
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Old Mutual Wealth Fixed Bond | G | 0 | R 135 839.19 | 6.318% | R1 404 636.56 | 7.032% | |
Clientele life* | G | 0 | R 139 601.00 | 6.900% | R1 402 551.73 | 7.000% | |
Absa* | L | 2.43 | R 139 485.27 | 6.882% | R1 394 855.88 | 6.882% | |
Momentum | L | 2.6 | R 134 017.00 | 6.030% | R1 388 557.00 | 6.790% | |
Assupol (secured) | G | 1.94 | R 135 516.48 | 6.267% | R1 382 999.74 | 6.700% | |
Discovery | G | 3.5 | R 131 059.98 | 5.559% | R1 344 761.84 | 6.103% | |
NEDgroup LIFE* | L | 0 | R 129 831.12 | 5.360% | R1 316 900.71 | 5.660% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Old Mutual Wealth Fixed Bond | G | 0 | R 138 302.46 | 6.700% | R1 429 815.97 | 7.413% | |
Clientele life* | G | 0 | R 141 702.99 | 7.220% | R1 423 650.29 | 7.320% | |
Momentum | L | 0 | R 137 009.00 | 6.500% | R1 418 611.00 | 7.240% | |
Assupol (secured) | G | 1.94 | R 137 440.18 | 6.567% | R1 404 912.75 | 7.036% | |
Discovery* | G | 3.5 | R 133 537.36 | 5.955% | R1 369 535.63 | 6.491% |
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 3 443.74 | R 4 904.20 | R 4 552.64 |
Metropolitan* | R 3 292.80 | R 4 744.35 | R 4 317.54 |
Discovery | R 3 287.27 | R 4 663.87 | R 4 344.92 |
Old Mutual | R 3 270.61 | R 4 728.62 | R 4 340.10 |
Momentum | R 3 261.69 | R 4 785.91 | R 4 515.37 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 964.62 | R 297.95 | R 1 666.67 | 15.166% |
Momentum | R 1 910.74 | R 244.07 | R 1 666.67 | 12.774% |
Metropolitan* | R 1 870.85 | R 204.18 | R 1 666.67 | 10.914% |
Old Mutual | R 1 841.84 | R 175.17 | R 1 666.67 | 9.511% |
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 556.14 | R 84.34 | R 5 561.41 | R 843.44 | |
Assupol (annuity) | G | 1.94 | - | - | R 5 417.93 | R 447.97 | |
Clientele life* | G | 2.43 | R 530.10 | R 77.05 | R 5 379.61 | R 792.31 | |
Momentum | L | 2.6 | - | - | R 5 369.84 | R 723.32 | |
Discovery* | G | 3.5 | R 449.03 | R 27.77 | R 4 977.90 | R 599.09 | |
NEDgroup LIFE* | L | 0 | R 430.76 | R 31.25 | R 4 540.02 | R 355.87 |
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 5 714.05 | R 814.82 | |
Assupol (annuity) | G | 1.94 | - | - | R 5 617.17 | R 464.45 | |
Clientele life* | G | 2.43 | R 551.31 | R 83.00 | R 5 591.47 | R 852.43 | |
Discovery* | G | 3.5 | R 475.26 | R 31.88 | R 5 236.74 | R 639.69 |
Institute | Annuity code | Metropolitan | Metquote Codes : BEB41 8FF33 D7DE7 70132 | Metropolitan | Metquote Codes : 5ED4C A2504 FE54C 10256 | Metropolitan | Metquote Codes : 55747 A5C89 4F7C7 D03E2 | Momentum | Guar :
G-AXDYAPA-W4GEQBD-ZXEBBQR |
Momentum | Db :
DB-DCFDC-KBGDH-CLBCL-KLJBC-JCHDB-CDBCD |
Momentum | Ann :
A-4HCYIU4-C4GZKFF-Z2ABRGT |
Old Mutual | Bond: 5X8UUUUUUUUUUUUUUUUUUU84UUUUUUUMC2C | Old Mutual | Max Income : 6PMUPPPTZT56YZJYJYJJJHH3Q9TQWHH3XGC | Old Mutual | Ann : NGZ3K 2JNST FVUXY 4TQYR |
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