Updated: 06-May-2024 Valid until: 10-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 140 780.28 | 7.080% | R1 411 092.63 | 7.130% | |
Discovery | G | 3.5 | 8 | R 136 979.07 | 6.495% | R1 405 495.63 | 7.045% |
NEDgroup LIFE* | L | 8 | R 131 565.48 | 5.640% | R1 338 225.58 | 6.000% | |
Clientele life* | G | 2.43 | 8 | R 131 503.22 | 5.630% | R1 316 651.46 | 5.656% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 143 162.74 | 7.440% | R1 434 961.72 | 7.490% | |
Discovery | G | 3.5 | 8 | R 139 568.34 | 6.895% | R1 431 388.36 | 7.436% |
Clientele life* | G | 2.43 | 8 | R 133 507.24 | 5.950% | R1 336 711.29 | 5.976% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 460.02 | - | - |
Momentum | R 3 685.21 | R 5 167.00 | R 4 869.33 |
Metropolitan* | R 3 663.15 | R 5 148.26 | R 4 744.14 |
Assupol (annuity) | R 3 651.84 | R 5 309.19 | R 4 987.93 |
Discovery | R 3 506.75 | R 4 954.61 | R 4 729.86 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 998.52 | R 331.85 | R 1 666.67 | 16.605% |
Metropolitan* | R 1 921.62 | R 254.95 | R 1 666.67 | 13.268% |
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 527.16 | R 53.34 | R 5 774.28 | R 869.82 |
NEDgroup LIFE* | L | 5 | R 452.41 | R 35.28 | R 4 804.64 | R 408.30 | |
Clientele life* | G | 2.43 | 5 | R 468.57 | R 60.93 | R 4 711.79 | R 615.81 |
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 553.06 | R 58.05 | R 6 029.70 | R 916.33 |
Clientele life* | G | 2.43 | 5 | R 489.91 | R 66.33 | R 4 925.20 | R 670.04 |
Institute | Annuity code | Metropolitan | Metquote Codes : FFC53 18060 B7F4C C0154 | Metropolitan | Metquote Codes : A44EB AEED2 B0375 2025A | Metropolitan* | Metquote Codes : 9F76E 33205 3F7B3 40376 |
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