Updated: 01-March-2021 Valid until: 05-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 128 974.40 | 5.221% | R1 289 743.96 | 5.221% | |
Clientele life* | G | 2.43 | R 127 932.32 | 5.050% | R1 291 547.91 | 5.250% | |
Assupol (secured) | G | 1.94 | R 127 573.47 | 4.991% | R1 301 888.71 | 5.418% | |
Discovery* | G | 3.5 | R 125 576.86 | 4.660% | R1 288 501.39 | 5.200% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 984.65 | 4.394% | R1 282 880.61 | 5.108% | |
Momentum | L | 2.6 | R 123 920.00 | 4.380% | R1 283 817.00 | 5.120% | |
NEDgroup LIFE* | L | 0 | R 119 862.79 | 3.690% | R1 224 863.99 | 4.140% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 131 316.59 | 5.600% | R1 313 165.88 | 5.600% | |
Clientele life* | G | 2.43 | R 129 892.75 | 5.370% | R1 311 301.65 | 5.570% | |
Assupol (secured) | G | 1.94 | R 129 406.55 | 5.291% | R1 322 581.41 | 5.751% | |
Discovery* | G | 3.5 | R 127 950.60 | 5.053% | R1 312 238.72 | 5.585% | |
Momentum | L | 2.6 | R 126 674.00 | 4.840% | R1 311 482.00 | 5.570% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 126 233.59 | 4.770% | R1 305 878.88 | 5.483% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life | R 3 563.69 | R 3 906.20 | R 2 602.68 |
Old Mutual | R 3 135.36 | R 4 381.38 | R 4 051.50 |
Momentum | R 3 130.40 | R 4 471.18 | R 4 233.46 |
Metropolitan | R 3 104.61 | R 4 478.05 | R 4 119.33 |
Assupol Life (rewired) | R 3 061.58 | - | - |
Discovery | R 3 039.70 | R 4 316.46 | R 4 040.07 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 848.73 | R 182.06 | R 1 666.67 | 9.848% |
Momentum | R 1 804.17 | R 137.50 | R 1 666.67 | 7.621% |
Metropolitan | R 1 768.96 | R 102.29 | R 1 666.67 | 5.783% |
Old Mutual | R 1 761.51 | R 94.84 | R 1 666.67 | 5.384% |
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) |
---|---|---|---|---|---|---|---|
Assupol (annuity) | L | 1.94 | - | - | R 4 231.98 | R 316.96 | |
Absa* | G | 3.5 | R 415.32 | R 40.90 | R 4 153.22 | R 409.01 | |
Discovery | G | 3.5 | R 366.31 | R 0.00 | R 4 125.80 | R 278.14 | |
Clientele life* | G | 2.43 | R 387.47 | R 42.34 | R 4 034.27 | R 457.51 | |
Momentum | L | 2.6 | - | - | R 4 003.40 | R 332.68 | |
NEDgroup LIFE* | L | 0 | R 300.26 | R 11.70 | R 3 358.31 | R 163.27 |
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) |
---|---|---|---|---|---|---|---|
Assupol (annuity) | L | 1.94 | - | - | R 4 447.36 | R 333.10 | |
Discovery* | G | 3.5 | R 392.27 | R 1.06 | R 4 382.03 | R 306.69 | |
Momentum | L | 2.6 | - | - | R 4 340.56 | R 398.03 | |
Clientele life* | G | 2.43 | R 409.01 | R 46.97 | R 4 249.24 | R 505.42 |
Institute | Annuity code | Metropolitan | Metquote Codes : 40B33 FFB88 D547A 70135 | Metropolitan | Metquote Codes : 183B3 38537 C9220 B02A9 | Metropolitan | Metquote Codes : D0FCF EED4C D3E1D 20332 | Momentum | Ann : A-EHCUQE9-R4HOPBM-UFCBR4T | Momentum | Db : DB-DCFCC-GBDDH-CLBCJ-KCDBC-HGCDB-CDBCD | Momentum | Guar : G-AXDUAP6-W4HEQJG-UXHBBYR | Old Mutual | Ann : DDNMR H7MF3 DA74J 26ENA | Old Mutual | Bond: M3GUUUUUUUUUUUUUUUUUUUVHUUUUUUUMHHZ | Old Mutual | Max Income : JTNQ7T5555TT5A5A6ZYYYYJJQZ5TX393H99 |
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