Updated: 12-April-2021 Valid until: 16-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 129 125.98 | 5.245% | R1 291 259.84 | 5.245% | |
Clientele life* | G | 2.43 | R 127 628.16 | 5.000% | R1 288 483.02 | 5.200% | |
Discovery* | G | 3.5 | R 127 044.51 | 4.904% | R1 303 560.50 | 5.445% | |
Assupol (secured) | G | 1.94 | R 126 031.74 | 4.736% | R1 286 157.59 | 5.162% | |
Momentum | L | 2.6 | R 123 092.00 | 4.240% | R1 275 240.00 | 4.980% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 071.26 | 4.239% | R1 273 198.14 | 4.949% | |
NEDgroup LIFE* | L | 0 | R 119 920.60 | 3.700% | R1 217 237.94 | 4.010% |
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 129 584.86 | 5.320% | R1 308 199.30 | 5.520% | |
Discovery* | G | 3.5 | R 129 445.99 | 5.297% | R1 327 575.24 | 5.831% | |
Assupol (secured) | G | 1.94 | R 127 847.10 | 5.036% | R1 306 588.40 | 5.494% | |
Momentum | L | 2.6 | R 125 828.00 | 4.700% | R1 302 597.00 | 5.430% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 303.45 | 4.615% | R1 296 022.43 | 5.323% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 678.41 | - | - |
Momentum | R 3 190.39 | R 4 535.79 | R 4 294.89 |
Metropolitan | R 3 189.16 | R 4 568.17 | R 4 210.55 |
Assupol Life | R 3 157.02 | R 4 454.16 | R 4 156.79 |
Old Mutual | R 3 139.96 | R 4 501.70 | R 4 176.79 |
Discovery | R 3 115.30 | R 4 395.45 | R 4 141.74 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 846.36 | R 179.69 | R 1 666.67 | 9.732% |
Momentum | R 1 805.63 | R 138.96 | R 1 666.67 | 7.696% |
Metropolitan | R 1 773.09 | R 106.42 | R 1 666.67 | 6.002% |
Old Mutual | R 1 769.20 | R 102.53 | R 1 666.67 | 5.795% |
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 383.01 | R 0.20 | R 4 293.01 | R 298.68 | |
Absa* | G | 3.5 | R 416.47 | R 40.53 | R 4 164.69 | R 405.31 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 050.86 | R 213.33 | |
Clientele life* | G | 2.43 | R 381.08 | R 41.00 | R 3 970.47 | R 443.71 | |
Momentum | L | 2.6 | - | - | R 3 926.80 | R 343.60 | |
NEDgroup LIFE* | L | 0 | R 300.81 | R 11.77 | R 3 253.70 | R 148.27 |
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 408.68 | R 3.07 | R 4 546.44 | R 327.04 | |
Momentum | L | 2.6 | - | - | R 4 266.72 | R 409.61 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 262.45 | R 224.46 | |
Clientele life* | G | 2.43 | R 402.63 | R 45.58 | R 4 185.62 | R 491.01 |
Institute | Annuity code | Metropolitan | Metquote Codes : 05897 989C6 1FAC5 0018B | Metropolitan | Metquote Codes : A2272 38FAA A4229 F0275 | Metropolitan | Metquote Codes : A6525 38BC7 061FB 103E2 | Momentum | Guar : G-AXDAAPG-W4FEQYW-VXHB73R | Momentum | Ann : A-EHCAQEF-Z4G7N64-VTBBRCX | Momentum | Db : DB-DCFCC-HCEDH-CLBCJ-IHDBC-HEIDB-CDBCD | Old Mutual | Bond: ZHGUUUUUUUUUUUUUUUUUUUJSUUUUUUUU3E2 | Old Mutual | Max Income : VSN8P65TTT995A5A6ZYYJJJHQ6TT5HHHEZV | Old Mutual | Ann : YW5AS XYTQV UMY2V 4MK62 |
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