Updated: 29-March-2021 Valid until: 02-April-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 130 032.75 | 5.393% | R1 300 327.48 | 5.393% | |
Clientele life* | G | 2.43 | R 129 154.79 | 5.250% | R1 303 865.88 | 5.450% | |
Assupol (secured) | G | 1.94 | R 127 106.34 | 4.914% | R1 297 140.99 | 5.341% | |
Discovery* | G | 3.5 | R 125 594.53 | 4.663% | R1 288 682.73 | 5.203% | |
Momentum | L | 2.6 | R 125 060.00 | 4.570% | R1 295 646.00 | 5.320% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 635.88 | 4.335% | R1 278 605.75 | 5.038% | |
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 135 089.81 | 6.200% | R1 350 898.08 | 6.200% | |
Clientele life* | G | 2.43 | R 131 130.17 | 5.570% | R1 323 769.96 | 5.770% | |
Assupol (secured) | G | 1.94 | R 128 934.06 | 5.214% | R1 317 711.04 | 5.673% | |
Discovery* | G | 3.5 | R 127 968.60 | 5.056% | R1 312 423.42 | 5.588% | |
Momentum | L | 2.6 | R 127 841.00 | 5.030% | R1 323 451.00 | 5.760% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 877.98 | 4.710% | R1 301 526.20 | 5.412% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 838.43 | - | - |
Momentum | R 3 315.48 | R 4 646.65 | R 4 428.53 |
Assupol Life | R 3 300.29 | R 4 566.94 | R 4 291.60 |
Metropolitan | R 3 288.65 | R 4 666.90 | R 4 328.26 |
Old Mutual | R 3 269.44 | R 4 614.62 | R 4 312.07 |
Discovery | R 3 256.71 | R 4 546.88 | R 4 278.48 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 857.70 | R 191.03 | R 1 666.67 | 10.283% |
Momentum | R 1 817.29 | R 150.62 | R 1 666.67 | 8.288% |
Metropolitan | R 1 780.54 | R 113.87 | R 1 666.67 | 6.395% |
Old Mutual | R 1 774.62 | R 107.95 | R 1 666.67 | 6.083% |
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 429.06 | R 44.12 | R 4 290.61 | R 441.23 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 174.45 | R 224.83 | |
Momentum | L | 2.6 | - | - | R 4 161.35 | R 373.27 | |
Clientele life* | G | 2.43 | R 403.43 | R 45.75 | R 4 153.78 | R 483.87 | |
Discovery* | G | 3.5 | R 367.85 | R 0.00 | R 4 142.87 | R 293.41 | |
NEDgroup LIFE* | L | 0 | R 319.15 | R 2.24 | R 3 552.06 | R 30.29 |
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) |
---|---|---|---|---|---|---|---|
Momentum | L | 2.6 | - | - | R 4 499.41 | R 441.84 | |
Discovery* | G | 3.5 | R 393.89 | R 2.51 | R 4 400.00 | R 322.90 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 384.47 | R 236.15 | |
Clientele life* | G | 2.43 | R 424.93 | R 50.54 | R 4 368.50 | R 532.93 |
Institute | Annuity code | Metropolitan | Metquote Codes : 29A9F 10FC3 3E323 B018E | Metropolitan | Metquote Codes : E2FFF B712A 52406 6026C | Metropolitan | Metquote Codes : DDC6C 4030B 0579E 803B5 | Momentum | Ann : A-UHD4QUD-F4GBMBC-UQBBRKU | Momentum | Db : DB-DCFCC-GDLDH-CMBCK-CCDBC-HICDB-CDBCD | Momentum | Guar : G-AXD4APZ-W4GEQ4O-UXEB7PR | Old Mutual | Ann : 8REUL AXKL4 CH3JC G8TLC | Old Mutual | Bond: S3GUUUUUUUUUUUUUUUUUUUVBUUUUUUUUGRW | Old Mutual | Max Income : BTN8P555T9S95AT5A6ZYYJJHQ65X5HHHSDK |
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