Updated: 15-March-2021 Valid until: 19-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 129 958.11 | 5.381% | R1 299 581.06 | 5.381% | |
Clientele life* | G | 2.43 | R 128 359.13 | 5.120% | R1 295 848.57 | 5.320% | |
Assupol (secured) | G | 1.94 | R 126 725.17 | 4.851% | R1 293 266.80 | 5.278% | |
Discovery* | G | 3.5 | R 126 415.54 | 4.800% | R1 297 106.82 | 5.340% | |
Momentum | L | 2.6 | R 123 917.00 | 4.380% | R1 283 808.00 | 5.120% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 122 861.35 | 4.204% | R1 270 992.07 | 4.913% | |
NEDgroup LIFE* | L | 0 | R 121 548.35 | 3.980% | R1 242 013.71 | 4.430% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 135 727.02 | 6.300% | R1 357 270.23 | 6.300% | |
Clientele life* | G | 2.43 | R 130 324.78 | 5.440% | R1 315 654.82 | 5.640% | |
Discovery* | G | 3.5 | R 128 805.13 | 5.193% | R1 321 002.71 | 5.726% | |
Assupol (secured) | G | 1.94 | R 128 548.51 | 5.151% | R1 313 787.77 | 5.610% | |
Momentum | L | 2.6 | R 126 673.00 | 4.840% | R1 311 486.00 | 5.570% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 089.70 | 4.579% | R1 293 776.75 | 5.286% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 731.55 | - | - |
Old Mutual | R 3 224.15 | R 4 469.79 | R 4 149.08 |
Momentum | R 3 215.53 | R 4 547.64 | R 4 321.80 |
Assupol Life | R 3 204.34 | R 4 488.38 | R 4 199.87 |
Metropolitan | R 3 180.34 | R 4 556.68 | R 4 205.55 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 861.01 | R 194.34 | R 1 666.67 | 10.443% |
Momentum | R 1 809.04 | R 142.37 | R 1 666.67 | 7.870% |
Metropolitan | R 1 775.98 | R 109.31 | R 1 666.67 | 6.155% |
Old Mutual | R 1 766.19 | R 99.52 | R 1 666.67 | 5.635% |
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 429.00 | R 44.80 | R 4 290.02 | R 448.00 | |
Discovery* | G | 3.5 | R 376.78 | R 0.22 | R 4 231.75 | R 299.86 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 139.12 | R 218.37 | |
Clientele life* | G | 2.43 | R 393.06 | R 43.52 | R 4 090.06 | R 469.73 | |
Momentum | L | 2.6 | - | - | R 4 030.99 | R 360.37 | |
NEDgroup LIFE* | L | 0 | R 322.67 | R 14.47 | R 3 585.29 | R 186.80 |
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 402.64 | R 3.16 | R 4 486.97 | R 328.90 | |
Momentum | L | 2.6 | - | - | R 4 370.53 | R 427.88 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 349.37 | R 229.46 | |
Clientele life* | G | 2.43 | R 414.58 | R 48.21 | R 4 304.93 | R 518.18 |
Institute | Annuity code | Metropolitan | Metquote Codes : 78E33 B5A7E 6039F 701F5 | Metropolitan | Metquote Codes : 85588 36CCC 1A432 6026D | Metropolitan | Metquote Codes : 9E1A6 635B0 14C3F E03AB | Momentum | Db : DB-DCFCC-GCHDH-CMBCJ-KDDBC-HGDDB-CDBCD | Momentum | Guar : G-AHDYAP6-W4HEQEW-UXHB73R | Momentum | Ann : A-UHCYQES-Z4H7NZ4-U3ABRSQ | Old Mutual | Max Income : PTNQP5555TST5ZT5A6YYJJJHL65TXNHJ8HY | Old Mutual | Ann : 3MW8J PTQWE VFT9R 5F3WM | Old Mutual | Bond: X3GUUUUUUUUUUUUUUUUUUUJ7UUUUUUUUCTP |
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