Updated: 01-August-2022 Valid until: 05-August-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 | 8 | R 138 429.64 | 6.720% | R1 390 794.19 | 6.820% |
Absa* | L | 8 | R 137 780.21 | 6.620% | R1 377 803.62 | 6.620% | |
Old Mutual Wealth Fixed Bond | G | 3 | 8 | R 133 191.58 | 5.900% | R1 376 694.79 | 6.603% |
Assupol (secured) | G | 1.94 | 8;11 | R 134 315.65 | 6.078% | R1 370 665.67 | 6.509% |
Momentum | G | 2.6 | 8 | R 131 050.00 | 5.560% | R1 357 824.00 | 6.310% |
Discovery | G | 3.5 | 8 | R 129 187.31 | 5.255% | R1 325 547.00 | 5.798% |
NEDgroup LIFE* | L | 8 | R 128 725.87 | 5.180% | 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 | 2.43 | 8 | R 140 517.53 | 7.040% | R1 411 751.35 | 7.140% |
Old Mutual Wealth Fixed Bond | G | 3 | 8 | R 135 606.39 | 6.281% | R1 401 372.31 | 6.982% |
Assupol (secured) | G | 1.94 | 8;11 | R 136 225.72 | 6.378% | R1 392 422.45 | 6.845% |
Momentum | G | 2.6 | 8 | R 133 977.00 | 6.020% | R1 387 087.00 | 6.760% |
Discovery* | G | 3.5 | 8 | R 131 629.30 | 5.650% | R1 349 966.83 | 6.185% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 920.24 | - | - |
Assupol (annuity) | R 3 362.05 | R 4 848.03 | R 4 480.80 |
Metropolitan* | R 3 292.79 | R 4 764.92 | R 4 328.53 |
Discovery | R 3 245.36 | R 4 632.34 | R 4 316.10 |
Old Mutual | R 3 226.85 | R 4 695.67 | R 4 298.85 |
Momentum | R 3 192.73 | R 4 713.40 | R 4 435.61 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 958.71 | R 292.04 | R 1 666.67 | 14.910% |
Momentum | R 1 913.64 | R 246.97 | R 1 666.67 | 12.906% |
Metropolitan* | R 1 872.94 | R 206.27 | R 1 666.67 | 11.013% |
Old Mutual | R 1 853.45 | R 186.78 | R 1 666.67 | 10.078% |
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 | 5 | R 537.09 | R 80.08 | R 5 370.90 | R 800.79 | |
Assupol (annuity) | G | 1.94 | 5 | - | - | R 5 281.06 | R 433.78 |
Clientele life* | G | 2.43 | 5 | R 503.33 | R 69.83 | R 5 112.12 | R 719.23 |
Momentum | G | 2.6 | 5 | - | - | R 5 061.59 | R 686.35 |
Discovery* | G | 3.5 | 5 | R 430.14 | R 26.51 | R 4 791.31 | R 588.83 |
NEDgroup LIFE* | L | 5 | R 417.39 | R 28.90 | R 4 420.69 | R 333.42 |
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) |
---|---|---|---|---|---|---|---|
Assupol (annuity) | G | 1.94 | 5 | - | - | R 5 482.26 | R 450.30 |
Momentum | G | 2.6 | 5 | - | - | R 5 410.15 | R 776.36 |
Clientele life* | G | 2.43 | 5 | R 524.60 | R 75.54 | R 5 324.60 | R 777.03 |
Discovery* | G | 3.5 | 5 | R 456.87 | R 30.81 | R 5 055.10 | R 631.25 |
Institute | Annuity code | Metropolitan | Metquote Codes : 013D3 78512 6597B F019C | Metropolitan | Metquote Codes : 8B386 3D021 C3AA9 30258 | Metropolitan | Metquote Codes : EE034 A41EA BE960 C032F | Momentum | Ann : A-4HCAIUT-44FJPEF-2MDBRK3 | Momentum | Db : DB-DCFDC-LBDDH-CMBCL-FJMBC-IHKDB-CDBCD | Momentum | Guar : G-AXDAAP4-W4GEQ4D-2XFB7PR | Old Mutual | Bond: MJ8UUUUUUUUUUUUUUUUUUUAHUUUUUUUMNV7 | Old Mutual | Ann : DSPV8 Q7KGZ DA74W 26RW8 | Old Mutual | Max Income : J3WSPSA5ATA6ZYJYJJJJJHH3L9X8SHHNMN2 |
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