Updated: 15-February-2021 Valid until: 19-February-2021
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Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
Clientele life* | G | 2.43 | R 125 215.60 | 4.600% | R1 264 172.72 | 4.800% | |
Absa* | L | 0 | R 124 411.54 | 4.465% | R1 244 115.45 | 4.465% | |
Discovery* | G | 3.5 | R 122 607.10 | 4.161% | R1 258 029.69 | 4.698% | |
Assupol (secured) | G | 1.94 | R 122 075.29 | 4.070% | R1 245 824.22 | 4.494% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 118 922.61 | 3.527% | R1 230 467.84 | 4.235% | |
Momentum | L | 2.6 | R 118 341.00 | 3.430% | R1 225 798.00 | 4.160% | |
NEDgroup LIFE* | L | 0 | R 114 973.88 | 2.830% | R1 174 548.31 | 3.270% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 128 848.30 | 5.200% | R1 288 483.02 | 5.200% | |
Clientele life* | G | 2.43 | R 127 142.69 | 4.920% | R1 283 591.29 | 5.120% | |
Discovery* | G | 3.5 | R 124 924.70 | 4.551% | R1 281 205.68 | 5.081% | |
Assupol (secured) | G | 1.94 | R 123 844.98 | 4.370% | R1 265 560.54 | 4.823% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 121 079.70 | 3.903% | R1 252 526.45 | 4.606% | |
Momentum | L | 2.6 | R 120 961.00 | 3.880% | R1 252 110.00 | 4.600% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Momentum | R 3 036.09 | R 4 340.99 | R 4 116.05 |
Metropolitan | R 3 034.92 | R 4 406.73 | R 4 041.67 |
Old Mutual | R 3 027.84 | R 4 244.39 | R 3 921.72 |
Discovery | R 2 965.88 | R 4 237.76 | R 3 969.71 |
Assupol Life (rewired) | R 2 952.71 | - | - |
Assupol Life | R 2 507.51 | R 3 787.43 | R 3 447.68 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 831.84 | R 165.17 | R 1 666.67 | 9.017% |
Momentum | R 1 783.62 | R 116.95 | R 1 666.67 | 6.557% |
Metropolitan | R 1 749.14 | R 82.47 | R 1 666.67 | 4.715% |
Old Mutual | R 1 732.60 | R 65.93 | R 1 666.67 | 3.805% |
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 326.70 | R 0.00 | R 3 722.72 | R 182.57 | |
Clientele life* | G | 2.43 | R 351.46 | R 35.08 | R 3 674.81 | R 382.33 | |
Absa* | G | 3.5 | R 359.44 | R 32.41 | R 3 594.36 | R 324.09 | |
Assupol (annuity) | L | 1.94 | - | - | R 3 539.17 | R 214.49 | |
Momentum | L | 2.6 | - | - | R 3 304.73 | R 246.53 | |
NEDgroup LIFE* | L | 0 | R 231.72 | R 4.82 | R 2 667.57 | R 80.47 |
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 352.87 | R 0.00 | R 3 981.14 | R 207.85 | |
Clientele life* | G | 2.43 | R 373.08 | R 39.36 | R 3 890.66 | R 426.73 | |
Assupol (annuity) | L | 1.94 | - | - | R 3 761.08 | R 227.93 | |
Momentum | L | 2.6 | - | - | R 3 647.54 | R 304.57 |
Institute | Annuity code | Metropolitan | Metquote Codes : FE788 DA53A E4F8A 3013D | Metropolitan | Metquote Codes : 45646 F638C ED390 50265 | Metropolitan | Metquote Codes : EFC75 EC4CC BA596 00386 | Momentum | Db : DB-DCFCC-FCHDH-CLBCI-KCDBC-GGHDB-CDBCD | Momentum | Guar : G-AHDQAP3-W4HEQ3S-UXEB7TR | Momentum | Ann : A-EHDQQEV-24EWNHU-UWDBRUU | Old Mutual | Max Income : PANL46A55TT95AT5A6YYYYJJQZ5TXKWHP69 | Old Mutual | Ann : NXWKW PTQAE VFT9T 653WX | Old Mutual | Bond: XQGUUUUUUUUUUUUUUUUUUUXAUUUUUUUUYF7 |
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