Updated: 19-April-2021 Valid until: 23-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 127 707.32 | 5.013% | R1 277 073.21 | 5.013% | |
Discovery* | G | 3.5 | R 126 356.33 | 4.790% | R1 296 499.27 | 5.331% | |
Assupol (secured) | G | 1.94 | R 125 066.03 | 4.575% | R1 276 281.56 | 5.000% | |
Clientele life* | G | 2.43 | R 124 618.19 | 4.500% | R1 258 152.86 | 4.700% | |
Momentum | L | 2.6 | R 122 152.00 | 4.080% | R1 265 494.00 | 4.820% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 121 548.17 | 3.980% | R1 257 376.64 | 4.687% | |
NEDgroup LIFE* | L | 0 | R 118 768.63 | 3.500% | R1 204 999.22 | 3.800% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 133 192.51 | 5.900% | R1 331 925.09 | 5.900% | |
Discovery* | G | 3.5 | R 128 744.80 | 5.183% | R1 320 383.97 | 5.716% | |
Assupol (secured) | G | 1.94 | R 126 870.27 | 4.875% | R1 296 586.97 | 5.332% | |
Clientele life* | G | 2.43 | R 126 537.94 | 4.820% | R1 277 497.53 | 5.020% | |
Momentum | L | 2.6 | R 124 867.00 | 4.540% | R1 292 642.00 | 5.270% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 752.68 | 4.354% | R1 279 917.18 | 5.060% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 613.66 | - | - |
Momentum | R 3 168.63 | R 4 519.65 | R 4 272.86 |
Metropolitan | R 3 136.72 | R 4 514.70 | R 4 154.10 |
Assupol Life | R 3 099.58 | R 4 390.61 | R 4 091.46 |
Old Mutual | R 3 089.05 | R 4 453.81 | R 4 121.44 |
Discovery | R 3 069.55 | R 4 395.99 | R 4 107.64 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 845.75 | R 179.08 | R 1 666.67 | 9.702% |
Momentum | R 1 805.86 | R 139.19 | R 1 666.67 | 7.708% |
Metropolitan | R 1 768.54 | R 101.87 | R 1 666.67 | 5.760% |
Old Mutual | R 1 764.89 | R 98.22 | R 1 666.67 | 5.565% |
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 374.11 | R 0.00 | R 4 202.52 | R 276.53 | |
Clientele life* | G | 2.43 | R 391.46 | R 43.18 | R 4 074.12 | R 466.23 | |
Absa* | G | 3.5 | R 400.45 | R 38.85 | R 4 004.53 | R 388.54 | |
Assupol (annuity) | L | 1.94 | - | - | R 3 921.38 | R 185.99 | |
Momentum | L | 2.6 | - | - | R 3 799.72 | R 317.28 | |
NEDgroup LIFE* | L | 0 | R 284.90 | R 9.95 | R 3 089.24 | R 127.55 |
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) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | R 399.84 | R 0.94 | R 4 456.49 | R 304.23 | |
Clientele life* | G | 2.43 | R 412.99 | R 47.85 | R 4 289.03 | R 514.52 | |
Momentum | L | 2.6 | - | - | R 4 139.63 | R 381.26 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 133.49 | R 196.05 |
Institute | Annuity code | Metropolitan | Metquote Codes : F2695 860D3 8C455 40168 | Metropolitan | Metquote Codes : 550EE EBC70 56A03 40211 | Metropolitan | Metquote Codes : B36D9 73524 DF008 40345 | Momentum | Ann : A-EXDCQER-R4F7KDM-VNDBR4T | Momentum | Db : DB-DCFCC-HCLDH-CMBCJ-HCDBC-HDCDB-CDBCD | Momentum | Guar : G-AXDCAPB-W4EEQ6W-VXEB7HR | Old Mutual | Ann : ADC5W FEBH9 LPER9 SP7CY | Old Mutual | Bond: 6HGUUUUUUUUUUUUUUUUUUUJQUUUUUUUUSAV | Old Mutual | Max Income : LSN8PYTTTT99AATAZZJJYJJHQ6T5RNHHEMC |
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