Updated: 11-November-2024 Valid until: 15-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 134 454.99 | 6.100% | R1 347 720.99 | 6.150% | |
Clientele life* | G | 2.43 | 8 | R 134 328.31 | 6.080% | R1 344 866.73 | 6.105% |
Discovery | G | 3.5 | 8 | R 129 513.02 | 5.308% | R1 328 889.02 | 5.852% |
NEDgroup LIFE* | L | 0 | 8 | R 126 900.52 | 4.880% | R1 290 934.47 | 5.240% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 136 944.36 | 6.490% | R1 372 661.53 | 6.540% | |
Clientele life* | G | 2.43 | 8 | R 136 366.64 | 6.400% | R1 365 269.20 | 6.425% |
Discovery | G | 3.5 | 8 | R 131 961.16 | 5.703% | R1 353 370.43 | 6.239% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 822.47 | - | - |
Assupol (annuity) | R 3 275.35 | R 4 736.23 | R 4 377.98 |
Momentum | R 3 226.93 | R 4 662.30 | R 4 320.82 |
Metropolitan* | R 3 149.34 | R 4 598.17 | R 4 162.80 |
Discovery | R 2 968.54 | R 4 282.63 | R 4 004.33 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 945.49 | R 278.82 | R 1 666.67 | 14.332% |
Metropolitan* | R 1 869.16 | R 202.49 | R 1 666.67 | 10.833% |
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 485.97 | R 65.32 | R 4 878.61 | R 658.02 |
Discovery* | G | 3.5 | 5 | R 435.49 | R 28.76 | R 4 846.72 | R 613.20 |
NEDgroup LIFE* | L | 5 | R 393.85 | R 24.90 | R 4 217.70 | R 296.45 |
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 462.26 | R 33.15 | R 5 110.86 | R 656.52 |
Clientele life* | G | 2.43 | 5 | R 507.27 | R 70.87 | R 5 091.63 | R 713.76 |
Institute | Annuity code | Metropolitan | Metquote Codes : 71FDB 91207 3EC75 50102 | Metropolitan | Metquote Codes : EDC7C 01902 20B99 9021F | Metropolitan* | Metquote Codes : 2209E 0C019 F7E20 50347 |
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