Updated: 18-March-2024 Valid until: 22-March-2024
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 139 209.67 | 6.840% | R1 395 357.16 | 6.890% | |
Discovery | G | 3.5 | 8 | R 131 940.07 | 5.700% | R1 353 792.07 | 6.245% |
NEDgroup LIFE* | L | 8 | R 129 646.39 | 5.330% | R1 318 771.31 | 5.690% | |
Clientele life* | G | 2.43 | 8 | R 130 386.59 | 5.450% | R1 305 535.98 | 5.477% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 141 570.88 | 7.200% | R1 419 013.43 | 7.250% | |
Discovery | G | 3.5 | 8 | R 134 434.09 | 6.097% | R1 378 732.80 | 6.634% |
Clientele life* | G | 2.43 | 8 | R 132 377.00 | 5.770% | R1 325 460.42 | 5.797% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 501.48 | - | - |
Metropolitan* | R 3 706.44 | R 5 146.27 | R 4 764.20 |
Momentum | R 3 692.72 | R 5 151.36 | R 4 881.42 |
Assupol (annuity) | R 3 687.79 | R 5 308.97 | R 5 007.05 |
Discovery | R 3 479.76 | R 5 048.03 | R 4 793.57 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 991.27 | R 324.60 | R 1 666.67 | 16.301% |
Metropolitan* | R 1 905.22 | R 238.55 | R 1 666.67 | 12.521% |
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) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 469.57 | R 40.19 | R 5 194.87 | R 734.91 |
NEDgroup LIFE* | L | 5 | R 428.99 | R 30.95 | R 4 563.49 | R 360.35 | |
Clientele life* | G | 2.43 | 5 | R 451.93 | R 56.87 | R 4 545.46 | R 574.97 |
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) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 496.25 | R 44.90 | R 5 458.11 | R 781.36 |
Clientele life* | G | 2.43 | 5 | R 473.32 | R 62.11 | R 4 759.26 | R 627.69 |
Institute | Annuity code | Metropolitan | Metquote Codes : C088E 5D576 BF4DE 401ED | Metropolitan | Metquote Codes : C47F8 88148 2AC36 3028F | Metropolitan* | Metquote Codes : AABDC 28934 57B46 303D3 |
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