Updated: 20-May-2024 | Valid until: 24-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 140 320.73 | 7.010% | R1 406 488.53 | 7.060% | |
Discovery | G | 3.5 | 8 | R 136 078.46 | 6.355% | R1 396 254.80 | 6.904% |
NEDgroup LIFE* | L | 8 | R 130 572.17 | 5.480% | R1 328 156.21 | 5.840% | |
Clientele life* | G | 2.43 | 8 | R 130 943.95 | 5.540% | R1 311 425.87 | 5.572% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 142 696.97 | 7.370% | R1 430 961.27 | 7.430% | |
Discovery | G | 3.5 | 8 | R 138 650.71 | 6.754% | R1 421 977.24 | 7.295% |
Clientele life* | G | 2.43 | 8 | R 132 941.16 | 5.860% | R1 331 422.08 | 5.892% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 296.29 | - | - |
Momentum | R 3 659.72 | R 5 144.82 | R 4 842.28 |
Assupol (annuity) | R 3 602.51 | R 5 254.02 | R 4 931.64 |
Metropolitan* | R 3 600.20 | R 5 072.23 | R 4 670.68 |
Discovery | R 3 480.37 | R 4 918.95 | R 4 694.05 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 995.74 | R 329.07 | R 1 666.67 | 16.489% |
Metropolitan* | R 1 910.69 | R 244.02 | R 1 666.67 | 12.771% |
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 515.00 | R 48.88 | R 5 650.04 | R 822.61 |
NEDgroup LIFE* | L | 5 | R 440.35 | R 33.00 | R 4 679.49 | R 383.05 | |
Clientele life* | G | 2.43 | 5 | R 459.86 | R 58.79 | R 4 618.36 | R 592.71 |
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 540.93 | R 53.49 | R 5 905.77 | R 868.06 |
Clientele life* | G | 2.43 | 5 | R 481.22 | R 64.11 | R 4 831.99 | R 646.10 |
Institute | Annuity code | Metropolitan | Metquote Codes : 7A7C0 CDC90 8CCEE 501CD | Metropolitan | Metquote Codes : 56925 A6EC0 3E7BC 30276 | Metropolitan* | Metquote Codes : E5128 A2D06 08612 E03D9 |
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