Updated: 22-February-2021 Valid until: 26-February-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 | 8 | R 127 871.35 | 5.040% | R1 278 713.50 | 5.040% |
Clientele life* | G | 2.43 | 8 | R 126 719.13 | 4.850% | R1 279 323.22 | 5.050% |
Assupol (secured) | G | 1.94 | 8 ; 11 | R 125 665.15 | 4.675% | R 1 282 431.69 | 5.101% |
Discovery* | G | 3.5 | 8 | R 124 362.26 | 4.457% | R1 276 038.72 | 4.996% |
Momentum | L | 2.6 | 8 | R 121 333.00 | 3.940% | R1 256 894.00 | 4.680% |
Old Mutual Wealth Fixed Bond | G | 0 | 8 | R 120 847.17 | 3.860% | R1 250 077.15 | 4.565% |
NEDgroup LIFE* | L | 0 | 8 | R 117 967.53 | 3.360% | R1 205 579.78 | 3.810% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | 8 | R 130 696.00 | 5.500% | R1 306 960.01 | 5.500% |
Clientele life* | G | 2.43 | 8 | R 128 664.69 | 5.170% | R1 298 927.47 | 5.370% |
Assupol (secured) | G | 1.94 | 8 ; 11 | R 127 476.29 | 4.975% | R 1 302 753.43 | 5.432% |
Discovery* | G | 3.5 | 8 | R 126 713.03 | 4.849% | R1 299 546.54 | 5.380% |
Momentum | L | 2.6 | 8 | R 124 030.00 | 4.400% | R1 283 981.00 | 5.130% |
Old Mutual Wealth Fixed Bond | G | 0 | 8 | R 123 038.93 | 4.234% | R1 272 486.75 | 4.937% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Momentum | R 3 122.40 | R 4 438.70 | R 4 239.99 |
Old Mutual | R 3 096.25 | R 4 318.18 | R 3 998.91 |
Metropolitan | R 3 081.29 | R 4 456.99 | R 4 091.38 |
Assupol Life (rewired) | R 3 053.87 | - | - |
Discovery | R 3 014.61 | R 4 276.98 | R 4 005.22 |
Assupol Life | R 2 596.11 | R 3 880.75 | R 3 546.13 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 844.80 | R 178.13 | R 1 666.67 | 9.656% |
Momentum | R 1 797.77 | R 131.10 | R 1 666.67 | 7.293% |
Metropolitan | R 1 759.45 | R 92.78 | R 1 666.67 | 5.273% |
Old Mutual | R 1 741.13 | R 74.46 | R 1 666.67 | 4.277% |
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 | 5 | R 402.10 | R 38.83 | R 4 020.99 | R 388.26 |
Assupol (annuity) | L | 1.94 | 5 | - | - | R 3 982.68 | R 273.51 |
Discovery | G | 3.5 | 5 | R 349.01 | R 0.00 | R 3 948.42 | R 224.75 |
Clientele life* | G | 2.43 | 5 | R 371.48 | R 39.04 | R 3 874.68 | R 423.37 |
Momentum | L | 2.6 | 5 | - | - | R 3 686.10 | R 292.68 |
NEDgroup LIFE* | L | 0 | 5 | R 273.95 | R 8.77 | R 3 093.02 | R 127.97 |
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 | 5 | R 374.97 | R 0.00 | R 4 204.67 | R 251.15 |
Assupol (annuity) | L | 1.94 | 5 | - | - | R 4 200.07 | R 288.44 |
Clientele life* | G | 2.43 | 5 | R 393.06 | R 43.52 | R 4 090.06 | R 469.73 |
Momentum | L | 2.6 | 5 | - | - | R 4 025.79 | R 354.27 |
Institute | Annuity code | Metropolitan | Metquote Codes : 7F731 B5C1F 48E11 F016C | Metropolitan | Metquote Codes : 14B34 BC4F8 722F7 4029D | Metropolitan | Metquote Codes : 80188 79E69 928CF 703E6 | Momentum | Guar : G-AHDSAPZ-W4GEQ92-UXFB7LR | Momentum | Ann : A-EXCSQES-O4EOOLM-UJABR47 | Momentum | Db : DB-DCFCC-FDEDH-CLBCJ-FDDBC-HBIDB-CDBCD | Old Mutual | Bond: CQGUUUUUUUUUUUUUUUUUUUG7UUUUUUUM8WR | Old Mutual | Max Income : 8ANLVZ5T5T9T5A55A6ZYYYYHQZ5TX3MNUQM | Old Mutual | Ann : AXBT7 4992Z KS8QZ E3UBV |
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