Updated: 27-May-2024 Valid until: 31-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 140 846.02 | 7.090% | R1 411 751.35 | 7.140% | |
Discovery | G | 3.5 | 8 | R 136 059.62 | 6.352% | R1 396 061.44 | 6.901% |
NEDgroup LIFE* | L | 8 | R 131 006.00 | 5.550% | R1 332 554.07 | 5.910% | |
Clientele life* | G | 2.43 | 8 | R 131 565.48 | 5.640% | R1 317 524.01 | 5.670% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 143 229.38 | 7.450% | R1 435 629.33 | 7.500% | |
Discovery | G | 3.5 | 8 | R 138 631.51 | 6.751% | R1 421 780.31 | 7.292% |
Clientele life* | G | 2.43 | 8 | R 133 570.25 | 5.960% | R1 337 594.46 | 5.990% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 457.88 | - | - |
Momentum | R 3 651.49 | R 5 150.18 | R 4 831.42 |
Assupol (annuity) | R 3 650.03 | R 5 303.83 | R 4 984.45 |
Metropolitan* | R 3 603.15 | R 5 081.57 | R 4 673.86 |
Discovery | R 3 509.99 | R 4 965.79 | R 4 735.48 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 995.66 | R 328.99 | R 1 666.67 | 16.485% |
Metropolitan* | R 1 913.21 | R 246.54 | R 1 666.67 | 12.886% |
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 515.67 | R 49.71 | R 5 657.51 | R 831.70 |
NEDgroup LIFE* | L | 5 | R 445.58 | R 34.00 | R 4 735.98 | R 394.30 | |
Clientele life* | G | 2.43 | 5 | R 466.19 | R 60.34 | R 4 685.67 | R 609.31 |
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 541.65 | R 54.36 | R 5 913.70 | R 877.59 |
Clientele life* | G | 2.43 | 5 | R 487.55 | R 65.72 | R 4 899.14 | R 663.31 |
Institute | Annuity code | Metropolitan | Metquote Codes : 16F33 59C7A 07D09 E01D8 | Metropolitan | Metquote Codes : 86B3A B1D4C 9E426 00285 | Metropolitan* | Metquote Codes : 764E3 B2493 5CAF5 D03C7 |
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