Updated: 06-April-2021 Valid until: 9-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 130 348.83 | 5.444% | R1 303 488.26 | 5.444% | |
Clientele life* | G | 2.43 | R 128 848.30 | 5.200% | R1 300 777.61 | 5.400% | |
Assupol (secured) | G | 1.94 | R 127 348.83 | 4.954% | R1 299 605.61 | 5.381% | |
Discovery* | G | 3.5 | R 125 194.44 | 4.596% | R1 284 577.55 | 5.136% | |
Momentum | L | 2.6 | R 125 120.00 | 4.580% | R1 296 265.00 | 5.330% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 123 764.93 | 4.357% | R1 280 474.20 | 5.069% | |
NEDgroup LIFE* | L | 0 | R 121 256.39 | 3.930% | R1 239 636.88 | 4.390% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 135 089.81 | 6.200% | R1 350 898.08 | 6.200% | |
Clientele life* | G | 2.43 | R 130 819.93 | 5.520% | R1 320 644.03 | 5.720% | |
Assupol (secured) | G | 1.94 | R 129 179.34 | 5.254% | R1 320 206.87 | 5.713% | |
Momentum | L | 2.6 | R 127 902.00 | 5.050% | R1 324 083.00 | 5.780% | |
Discovery* | G | 3.5 | R 127 560.95 | 4.989% | R1 308 242.63 | 5.521% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 126 009.78 | 4.732% | R1 303 429.11 | 5.443% |
Institution | Escalating 10yrs Certain
& Thereafter* (C&T) | Single Life* 10 C&T |
Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 820.65 | - | - |
Momentum | R 3 293.78 | R 4 627.12 | R 4 404.92 |
Assupol Life | R 3 284.36 | R 4 559.92 | R 4 280.48 |
Metropolitan | R 3 273.97 | R 4 650.08 | R 4 309.85 |
Old Mutual | R 3 251.58 | R 4 597.50 | R 4 292.89 |
Discovery | R 3 234.87 | R 4 510.87 | R 4 246.17 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 854.73 | R 188.06 | R 1 666.67 | 10.140% |
Momentum | R 1 812.22 | R 145.55 | R 1 666.67 | 8.032% |
Metropolitan | R 1 777.64 | R 110.97 | R 1 666.67 | 6.243% |
Old Mutual | R 1 772.52 | R 105.85 | R 1 666.67 | 5.972% |
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) |
---|---|---|---|---|---|---|---|
Absa* | G | 3.5 | R 431.83 | R 43.78 | R 4 318.33 | R 437.87 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 217.16 | R 242.79 | |
Momentum | L | 2.6 | - | - | R 4 157.86 | R 363.81 | |
Clientele life* | G | 2.43 | R 397.05 | R 44.37 | R 4 129.89 | R 478.55 | |
Discovery* | G | 3.5 | R 362.70 | R 0.00 | R 4 090.72 | R 281.83 | |
NEDgroup LIFE* | L | 0 | R 318.92 | R 14.00 | R 3 549.47 | R 188.90 |
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 | - | - | R 4 495.04 | R 431.07 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 427.59 | R 254.91 | |
Discovery* | G | 3.5 | R 388.79 | R 1.39 | R 4 348.26 | R 311.01 | |
Clientele life* | G | 2.43 | R 418.56 | R 49.10 | R 4 344.66 | R 527.38 |
Institute | Annuity code | Metropolitan | Metquote Codes : 5FBA4 419E0 23DCE 4016C | Metropolitan | Metquote Codes : E0819 16F14 2463F B0293 | Metropolitan | Metquote Codes : 09097 EEDBD A98E4 C037D | Momentum | Db : DB-DCFCC-HBHDH-CLBCK-CCDBC-HIDDB-CDBCD | Momentum | Guar : G-AXD7APL-W4EEQJO-UXFB7XR | Momentum | Ann : A-UXD7QUU-F4HBMN4-UACBRKY | Old Mutual | Max Income : ASN8PA5T59SS5AT5AZZYJJJHL6T58NHJVLC | Old Mutual | Ann : XL62F CUDF7 AWJ3A UQ9FM | Old Mutual | Bond: QHGUUUUUUUUUUUUUUUUUUUV3UUUUUUUMQCN |
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