Updated: 10-June-2024 Valid until: 14-June-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 140 058.66 | 6.970% | R1 403 863.02 | 7.020% | |
Discovery | G | 3.5 | 8 | R 136 065.90 | 6.353% | R1 396 125.89 | 6.902% |
NEDgroup LIFE* | L | 8 | R 130 201.22 | 5.420% | R1 324 395.86 | 5.780% | |
Clientele life* | G | 2.43 | 8 | R 131 254.42 | 5.590% | R1 314 472.11 | 5.621% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 142 431.37 | 7.330% | R1 427 634.38 | 7.380% | |
Discovery | G | 3.5 | 8 | R 138 637.91 | 6.752% | R1 421 845.97 | 7.293% |
Clientele life* | G | 2.43 | 8 | R 133 255.41 | 5.910% | R1 334 505.41 | 5.941% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 457.05 | - | - |
Momentum | R 3 741.06 | R 5 219.60 | R 4 934.02 |
Metropolitan* | R 3 659.74 | R 5 134.31 | R 4 738.63 |
Assupol (annuity) | R 3 649.40 | R 5 307.92 | R 4 986.52 |
Discovery | R 3 609.16 | R 5 077.79 | R 4 845.81 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 993.17 | R 326.50 | R 1 666.67 | 16.381% |
Metropolitan* | R 1 919.94 | R 253.27 | R 1 666.67 | 13.192% |
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 517.54 | R 51.53 | R 5 678.05 | R 851.70 |
Clientele life* | G | 2.43 | 5 | R 464.61 | R 59.95 | R 4 673.01 | R 606.17 |
NEDgroup LIFE* | L | 5 | R 435.59 | R 32.15 | R 4 635.15 | R 374.45 |
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 543.61 | R 56.28 | R 5 935.13 | R 898.48 |
Clientele life* | G | 2.43 | 5 | R 485.97 | R 65.32 | R 4 886.51 | R 660.05 |
Institute | Annuity code | Metropolitan | Metquote Codes : F08CF 35FDE 60702 E017D | Metropolitan | Metquote Codes : 09A8A 8CFA5 10868 902A5 | Metropolitan* | Metquote Codes : 09121 74689 5BCAD 20381 |
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