Updated: 22-July-2024 Valid until: 26-July-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 136 174.50 | 6.370% | R1 364 948.52 | 6.420% | |
Discovery | G | 3.5 | 8 | R 129 181.29 | 5.254% | R1 325 485.17 | 5.797% |
NEDgroup LIFE* | L | 8 | R 127 749.75 | 5.020% | R1 299 543.95 | 5.380% | |
Clientele life* | G | 2.43 | 8 | R 129 093.45 | 5.240% | R1 292 652.70 | 5.268% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 138 494.51 | 6.730% | R1 388 192.14 | 6.780% | |
Discovery | G | 3.5 | 8 | R 131 623.16 | 5.649% | R1 349 903.90 | 6.184% |
Clientele life* | G | 2.43 | 8 | R 131 068.07 | 5.560% | R1 312 419.94 | 5.588% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 012.48 | - | - |
Momentum | R 3 340.11 | R 4 833.39 | R 4 462.30 |
Assupol (annuity) | R 3 270.99 | R 4 937.27 | R 4 577.05 |
Metropolitan* | R 3 260.63 | R 4 732.06 | R 4 299.87 |
Discovery | R 3 159.46 | R 4 662.70 | R 4 385.30 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 972.11 | R 305.44 | R 1 666.67 | 15.488% |
Metropolitan* | R 1 887.59 | R 220.92 | R 1 666.67 | 11.704% |
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 432.83 | R 29.26 | R 4 821.34 | R 519.44 |
Clientele life* | G | 2.43 | 5 | R 435.26 | R 52.92 | R 4 372.47 | R 533.86 |
NEDgroup LIFE* | L | 5 | R 404.56 | R 26.68 | R 4 326.21 | R 315.93 |
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 459.73 | R 33.73 | R 5 086.84 | R 663.55 |
Clientele life* | G | 2.43 | 5 | R 456.69 | R 58.02 | R 4 586.67 | R 584.97 |
Institute | Annuity code | Metropolitan | Metquote Codes : CEAF3 F3902 FD821 90190 | Metropolitan | Metquote Codes : 64572 3F9D8 0426F 60251 | Metropolitan* | Metquote Codes : AB468 84D37 C05A5 F031E |
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