Updated: 12-February-2024 Valid until: 16-February-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 137 911.56 | 6.640% | R1 382 351.78 | 6.690% | |
Momentum | L | 2.6 | 8 | R 131 236.00 | 5.590% | R1 359 752.00 | 6.340% |
Discovery | G | 3.5 | 8 | R 131 322.29 | 5.601% | R1 347 453.31 | 6.146% |
NEDgroup LIFE* | L | 8 | R 128 848.30 | 5.200% | R1 311 301.65 | 5.570% | |
Clientele life* | G | 2.43 | 8 | R 130 448.42 | 5.460% | R1 306 526.48 | 5.493% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 140 255.17 | 7.000% | R1 406 488.53 | 7.060% | |
Momentum | L | 2.6 | 8 | R 134 167.00 | 6.050% | R1 389 057.00 | 6.790% |
Discovery | G | 3.5 | 8 | R 133 804.63 | 5.997% | R1 372 276.73 | 6.534% |
Clientele life* | G | 2.43 | 8 | R 132 439.59 | 5.780% | R1 326 462.99 | 5.813% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 344.29 | - | - |
Momentum | R 3 596.25 | R 5 012.43 | R 4 705.08 |
Metropolitan* | R 3 589.52 | R 5 020.40 | R 4 632.03 |
Assupol (annuity) | R 3 553.62 | R 5 165.21 | R 4 855.74 |
Discovery | R 3 443.31 | R 4 814.77 | R 4 551.67 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 967.56 | R 300.89 | R 1 666.67 | 15.293% |
Metropolitan* | R 1 891.79 | R 225.12 | R 1 666.67 | 11.900% |
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 | 5 | - ` | - | R 5 166.30 | R 773.40 |
Discovery* | G | 3.5 | 5 | R 459.39 | R 35.70 | R 5 089.55 | R 686.44 |
Clientele life* | G | 2.43 | 5 | R 455.89 | R 57.82 | R 4 578.75 | R 583.04 |
NEDgroup LIFE* | L | 5 | R 418.78 | R 29.12 | R 4 470.47 | R 342.55 |
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 | 3.6 | 5 | - | - | R 5 520.18 | R 869.43 |
Discovery* | G | 3.5 | 5 | R 486.00 | R 40.24 | R 5 352.15 | R 731.23 |
Clientele life* | G | 2.43 | 5 | R 477.27 | R 63.11 | R 4 792.47 | R 636.07 |
Institute | Annuity code | Metropolitan | Metquote Codes : 617CE 5BB5C 7F68B 60110 | Metropolitan | Metquote Codes : F3DAE 13968 A6301 0022A | Metropolitan* | Metquote Codes : 43E7F 306BA 7B61C 403EA |
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