Updated: 23-March-2021 | Valid until: 27-March-2021 |
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Absa* | L | 0 | R 129 904.20 | 5.372% | R1 299 041.98 | 5.372% | |
Clientele life* | G | 2.43 | R 128 542.39 | 5.150% | R1 297 695.20 | 5.350% | |
Assupol (secured) | G | 1.94 | R 126 912.62 | 4.882% | R1 295 110.50 | 5.308% | |
Discovery* | G | 3.5 | R 125 565.08 | 4.658% | R1 288 380.51 | 5.198% | |
Momentum | L | 2.6 | R 123 917.00 | 4.380% | R1 283 808.00 | 5.120% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 558.68 | 4.322% | R1 277 960.48 | 5.028% | |
NEDgroup LIFE* | L | 0 | R 121 256.39 | 3.930% | R1 239 636.88 | 4.390% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 133 822.56 | 6.000% | R1 338 225.58 | 6.000% | |
Clientele life* | G | 2.43 | R 130 510.28 | 5.470% | R1 317 524.01 | 5.670% | |
Assupol (secured) | G | 1.94 | R 128 738.11 | 5.182% | R1 315 717.10 | 5.641% | |
Discovery* | G | 3.5 | R 127 938.59 | 5.051% | R1 312 115.62 | 5.583% | |
Momentum | L | 2.6 | R 126 673.00 | 4.840% | R1 311 486.00 | 5.570% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 799.50 | 4.697% | R1 300 869.65 | 5.401% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 811.36 | - | - |
Momentum | R 3 321.20 | R 4 638.56 | R 4 433.33 |
Discovery | R 3 278.78 | R 4 509.69 | R 4 278.18 |
Assupol Life | R 3 275.98 | R 4 532.65 | R 4 260.65 |
Old Mutual | R 3 266.94 | R 4 600.77 | R 4 305.10 |
Metropolitan | R 3 250.52 | R 4 622.88 | R 4 288.35 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 859.87 | R 193.20 | R 1 666.67 | 10.388% |
Momentum | R 1 812.86 | R 146.19 | R 1 666.67 | 8.064% |
Metropolitan | R 1 774.74 | R 108.07 | R 1 666.67 | 6.090% |
Old Mutual | R 1 771.92 | R 105.25 | R 1 666.67 | 5.940% |
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) |
---|---|---|---|---|---|---|---|
Absa* | G | 3.5 | R 428.15 | R 44.48 | R 4 281.46 | R 444.76 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 155.73 | R 226.44 | |
Discovery* | G | 3.5 | R 366.64 | R 0.00 | R 4 129.73 | R 283.25 | |
Clientele life* | G | 2.43 | R 395.45 | R 44.03 | R 4 113.96 | R 475.01 | |
Momentum | L | 2.6 | - | - | R 4 022.86 | R 352.40 | |
NEDgroup LIFE* | L | 0 | R 319.28 | R 14.05 | R 3 552.86 | R 189.49 |
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 | R 392.63 | R 1.54 | R 4 386.30 | R 312.13 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 366.22 | R 237.91 | |
Momentum | L | 2.6 | - | - | R 4 361.75 | R 419.16 | |
Clientele life* | G | 2.43 | R 416.97 | R 48.74 | R 4 328.77 | R 523.69 |
Institute | Annuity code | Metropolitan | Metquote Codes : FA44B 5AD8B 56D20 1011D | Metropolitan | Metquote Codes : 2C308 07025 C7B4F E02A8 | Metropolitan | Metquote Codes : 80188 79E69 928CF 703E6 | Momentum | Guar : G-AHD2APM-W4FEQPW-UXFB7XR | Momentum | Ann : A-EXD2QUV-Z4FBIK4-UABBRK9 | Momentum | Db : DB-DCFCC-GDEDH-CLBCJ-KDDBC-HGDDB-CDBCD | Old Mutual | Bond: C3GUUUUUUUUUUUUUUUUUUUV4UUUUUUUU72G | Old Mutual | Max Income : 8TN8P5A559SS5ATTA6ZZYJYHQ65TXNHHD8D | Old Mutual | Ann : 9GGPB D99XZ KS8QK 93UB4 |
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