Updated: 08-August-2022 Valid until: 12-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 138 624.32 | 6.750% | R1 392 748.29 | 6.850% |
Absa* | L | 8 | R 137 609.18 | 6.593% | R1 376 091.81 | 6.593% | |
Assupol (secured) | G | 1.94 | 8; 11 | R 134 031.00 | 6.033% | R1 367 772.59 | 6.464% |
Old Mutual Wealth Fixed Bond | G | 3 | 8 | R 131 647.73 | 5.653% | R1 361 444.86 | 6.365% |
Momentum | G | 2.6 | 8 | R 131 298.00 | 5.600% | R1 360 395.00 | 6.350% |
Discovery | G | 3.5 | 8 | R 128 561.86 | 5.153% | R1 319 129.52 | 5.696% |
NEDgroup LIFE* | L | 8 | R 128 603.53 | 5.160% | R1 305 102.83 | 5.470% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 8 | R 140 714.55 | 7.070% | R1 413 728.96 | 7.170% |
Momentum | G | 2.6 | 8 | R 134 230.00 | 6.060% | R1 389 714.00 | 6.800% |
Assupol (secured) | G | 1.94 | 8; 11 | R 135 937.83 | 6.333% | R1 389 492.68 | 6.800% |
Old Mutual Wealth Fixed Bond | G | 3 | 8 | R 134 035.10 | 6.034% | R1 385 850.27 | 6.744% |
Discovery* | G | 3.5 | 8 | R 130 992.03 | 5.548% | R1 343 431.15 | 6.082% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 863.32 | - | - |
Assupol (annuity) | R 3 311.25 | R 4 804.44 | R 4 429.38 |
Metropolitan* | R 3 205.08 | R 4 682.88 | R 4 238.69 |
Old Mutual | R 3 174.04 | R 4 651.22 | R 4 243.50 |
Discovery | R 3 128.47 | R 4 555.64 | R 4 213.60 |
Momentum | R 3 115.17 | R 4 646.72 | R 4 343.17 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 954.23 | R 287.56 | R 1 666.67 | 14.715% |
Momentum | R 1 909.18 | R 242.51 | R 1 666.67 | 12.702% |
Metropolitan* | R 1 870.85 | R 204.18 | R 1 666.67 | 10.914% |
Old Mutual | R 1 855.00 | R 188.33 | R 1 666.67 | 10.153% |
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 534.10 | R 78.59 | R 5 341.00 | R 785.93 | |
Clientele life* | G | 2.43 | 5 | R 510.42 | R 71.71 | R 5 261.69 | R 759.71 |
Assupol (annuity) | G | 1.94 | 5 | - | - | R 5 236.89 | R 419.01 |
Momentum | G | 2.6 | 5 | - | - | R 5 110.03 | R 711.32 |
Discovery* | G | 3.5 | 5 | R 422.46 | R 24.84 | R 4 713.91 | R 571.47 |
NEDgroup LIFE* | L | 5 | R 415.32 | R 28.52 | R 4 398.91 | R 329.45 |
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 | 5 | R 531.60 | R 77.49 | R 5 473.83 | R 818.81 |
Momentum | G | 2.6 | 5 | - | - | R 5 459.47 | R 802.54 |
Assupol (annuity) | G | 1.94 | 5 | - | - | R 5 438.12 | R 435.10 |
Discovery* | G | 3.5 | 5 | R 449.28 | R 29.12 | R 4 978.64 | R 613.76 |
Institute | Annuity code | Metropolitan | Metquote Codes : A4192 1E56B EBF28 E01ED | Metropolitan | Metquote Codes : 671F2 115CA F9363 10207 | Metropolitan | Metquote Codes : CDCA7 A1317 31C78 C036C | Momentum | Ann : A-4HCCIUC-M4GJJ6F-2IBBRST | Momentum | Db : DB-DCFDC-LBKDH-CLBCL-EJFBC-IIEDB-CDBCD | Momentum | Guar : G-AXDCAPM-W4HEQT6-2XEB7PR | Old Mutual | Max Income : 93W4PS65A5A6ZJYJJJJHJH3HL9TRWHNJ7Q8 | Old Mutual | Ann : QH84P N98HF TUVBM 7F5MG | Old Mutual | Bond: 4J8UUUUUUUUUUUUUUUUUUUC4UUUUUUUU94R |
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