Updated: 04-November-2024 Valid until: 08-November-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 135 026.22 | 6.190% | R1 353 444.06 | 6.240% | |
Clientele life* | G | 2.43 | 8 | R 134 835.59 | 6.160% | R1 350 198.61 | 6.189% |
Discovery | G | 3.5 | 8 | R 129 821.24 | 5.358% | R1 332 051.50 | 5.902% |
NEDgroup LIFE* | L | 8 | R 127 385.24 | 4.960% | R1 295 848.57 | 5.320% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 137 524.03 | 6.580% | R1 378 469.13 | 6.630% | |
Clientele life* | G | 2.43 | 8 | R 136 880.07 | 6.480% | R1 370 665.67 | 6.509% |
Discovery | G | 3.5 | 8 | R 132 275.21 | 5.754% | R1 356 591.15 | 6.289% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 901.71 | - | - |
Assupol (annuity) | R 3 346.02 | R 4 800.84 | R 4 450.02 |
Momentum | R 3 277.06 | R 4 717.11 | R 4 351.67 |
Metropolitan* | R 3 187.34 | R 4 636.21 | R 4 203.17 |
Discovery | R 3 020.77 | R 4 330.24 | R 4 060.17 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 952.63 | R 285.96 | R 1 666.67 | 14.645% |
Metropolitan* | R 1 872.92 | R 206.25 | R 1 666.67 | 11.012% |
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) |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 5 | R 492.28 | R 66.94 | R 4 943.36 | R 674.75 |
Discovery* | G | 3.5 | 5 | R 439.66 | R 30.00 | R 4 889.10 | R 626.36 |
NEDgroup LIFE* | L | 5 | R 399.76 | R 25.87 | R 4 278.92 | R 307.43 |
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) |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | 5 | R 513.58 | R 72.56 | R 5 156.23 | R 731.06 |
Discovery* | G | 3.5 | 5 | R 466.40 | R 34.43 | R 5 153.02 | R 669.98 |
Institute | Annuity code | Metropolitan | Metquote Codes : 9888B 440B5 34C89 90179 | Metropolitan | Metquote Codes : 4DECC 8542E 6B570 F029A | Metropolitan* | Metquote Codes : E3134 4B7CD 62544 3036F |
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