Updated: 22-April-2024 Valid until: 26-April-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 142 365.03 | 7.320% | R1 427 634.38 | 7.380% | |
Discovery | G | 3.5 | 8 | R 135 107.63 | 6.203% | R1 386 293.42 | 6.751% |
NEDgroup LIFE* | L | 8 | R 132 502.20 | 5.790% | R1 347 720.99 | 6.150% | |
Clientele life* | G | 2.43 | 8 | R 132 439.59 | 5.780% | R1 326 274.97 | 5.810% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 144 768.89 | 7.680% | R1 451 726.67 | 7.740% | |
Discovery | G | 3.5 | 8 | R 137 661.53 | 6.601% | R1 411 832.32 | 7.141% |
Clientele life* | G | 2.43 | 8 | R 134 454.99 | 6.100% | R1 346 451.83 | 6.130% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 557.86 | - | - |
Momentum | R 3 763.36 | R 5 246.39 | R 4 963.35 |
Metropolitan* | R 3 741.85 | R 5 216.88 | R 4 824.18 |
Assupol (annuity) | R 3 735.64 | R 5 388.53 | R 5 076.24 |
Discovery | R 3 463.44 | R 5 050.78 | R 4 825.79 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 2 005.08 | R 338.41 | R 1 666.67 | 16.878% |
Metropolitan* | R 1 921.20 | R 254.53 | R 1 666.67 | 13.249% |
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 507.57 | R 49.87 | R 5 578.48 | R 835.23 |
NEDgroup LIFE* | L | 5 | R 464.54 | R 37.65 | R 4 923.40 | R 433.00 | |
Clientele life* | G | 2.43 | 5 | R 480.43 | R 63.91 | R 4 824.88 | R 644.29 |
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 533.88 | R 54.92 | R 5 837.46 | R 882.44 |
Clientele life* | G | 2.43 | 5 | R 501.75 | R 69.41 | R 5 038.03 | R 699.54 |
Institute | Annuity code | Metropolitan | Metquote Codes : 5FFA7 CCD18 B3F40 5018C | Metropolitan | Metquote Codes : 161C3 5F306 35CE6 30210 | Metropolitan* | Metquote Codes : 37BDB AAA6B 8FF6A 90357 |
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