Updated: 29-April-2024 Valid until: 03-May-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 141 901.34 | 7.250% | R1 422 987.14 | 7.310% | |
Discovery | G | 3.5 | 8 | R 136 979.07 | 6.495% | R1 405 495.63 | 7.045% |
NEDgroup LIFE* | L | 8 | R 132 126.87 | 5.730% | R1 343 916.38 | 6.090% | |
Clientele life* | G | 2.43 | 8 | R 132 189.37 | 5.740% | R1 323 957.70 | 5.773% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 144 298.95 | 7.610% | R1 447 016.77 | 7.670% | |
Discovery | G | 3.5 | 8 | R 139 568.34 | 6.895% | R1 431 388.36 | 7.436% |
Clientele life* | G | 2.43 | 8 | R 134 201.73 | 6.060% | R1 344 106.41 | 6.093% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 551.60 | R 0.00 | R 0.00 |
Momentum | R 3 785.28 | R 5 267.78 | R 4 987.69 |
Metropolitan* | R 3 732.63 | R 5 222.66 | R 4 823.32 |
Assupol (annuity) | R 3 730.08 | R 5 398.19 | R 5 079.26 |
Discovery | R 3 465.00 | R 5 090.00 | R 4 830.39 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 2 009.31 | R 342.64 | R 1 666.67 | 17.053% |
Metropolitan* | R 1 929.63 | R 262.96 | R 1 666.67 | 13.628% |
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 529.44 | R 55.61 | R 5 799.20 | R 894.74 |
NEDgroup LIFE* | L | 5 | R 459.48 | R 36.63 | R 4 871.41 | R 422.05 | |
Clientele life* | G | 2.43 | 5 | R 474.90 | R 62.51 | R 4 771.91 | R 630.88 |
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 555.45 | R 60.44 | R 6 055.72 | R 942.35 |
Clientele life* | G | 2.43 | 5 | R 496.23 | R 67.97 | R 4 985.18 | R 685.65 |
Institute | Annuity code | Metropolitan | Metquote Codes : 4A922 84B9C BCB02 C0196 | Metropolitan | Metquote Codes : F9C75 D143F E4298 4025F | Metropolitan* | Metquote Codes : 0C52E FE8A1 E5149 C0386 |
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