Updated: 08-March-2021 Valid until: 12-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 130 423.93 | 5.456% | R1 304 239.29 | 5.456% | |
Clientele life* | G | 2.43 | R 128 848.30 | 5.200% | R1 300 777.61 | 5.400% | |
Assupol (secured) | G | 1.94 | R 127 616.00 | 4.998% | R1 302 321.01 | 5.425% | |
Discovery* | G | 3.5 | R 126 167.01 | 4.758% | R1 294 556.74 | 5.299% | |
Momentum | L | 2.6 | R 123 920.00 | 4.380% | R1 283 817.00 | 5.120% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 122 855.06 | 4.203% | R1 271 098.92 | 4.915% | |
NEDgroup LIFE* | L | 0 | R 121 081.48 | 3.900% | R1 237 263.69 | 4.350% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
OUTvest | L | 0 | R 133 822.56 | 6.000% | R1 338 225.58 | 6.000% | |
Clientele life* | G | 2.43 | R 130 819.93 | 5.520% | R1 320 644.03 | 5.720% | |
Assupol (secured) | G | 1.94 | R 129 449.57 | 5.298% | R1 323 019.20 | 5.758% | |
Discovery* | G | 3.5 | R 128 551.91 | 5.152% | R1 318 405.69 | 5.684% | |
Momentum | L | 2.6 | R 126 674.00 | 4.840% | R1 311 482.00 | 5.570% | |
Old Mutual Wealth Fixed Bond | G | 0 | R 125 083.43 | 4.578% | R1 293 885.82 | 5.288% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 3 630.09 | - | - |
Old Mutual | R 3 167.41 | R 4 416.00 | R 4 087.64 |
Momentum | R 3 166.09 | R 4 506.47 | R 4 266.73 |
Metropolitan | R 3 136.63 | R 4 512.62 | R 4 155.77 |
Assupol Life | R 3 115.00 | R 4 392.08 | R 4 099.00 |
Discovery | R 3 087.52 | R 4 355.73 | R 4 074.77 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Absa* | R 1 855.49 | R 188.82 | R 1 666.67 | 10.176% |
Momentum | R 1 806.65 | R 139.98 | R 1 666.67 | 7.748% |
Metropolitan | R 1 772.68 | R 106.01 | R 1 666.67 | 5.980% |
Old Mutual | R 1 762.25 | R 95.58 | R 1 666.67 | 5.424% |
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 432.83 | R 44.05 | R 4 328.30 | R 440.47 | |
Assupol (annuity) | L | 1.94 | - | - | R 4 246.32 | R 263.34 | |
Discovery | G | 3.5 | R 373.23 | R 0.00 | R 4 195.31 | R 288.26 | |
Clientele life* | G | 2.43 | R 399.44 | R 44.89 | R 4 153.78 | R 483.87 | |
Momentum | L | 2.6 | - | - | R 4 026.10 | R 355.50 | |
NEDgroup LIFE* | L | 0 | R 316.53 | R 13.70 | R 3 522.91 | R 185.17 |
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 4 457.60 | R 276.44 | |
Discovery* | G | 3.5 | R 399.08 | R 2.04 | R 4 450.51 | R 316.85 | |
Clientele life* | G | 2.43 | R 420.95 | R 49.64 | R 4 368.50 | R 532.93 | |
Momentum | L | 2.6 | - | - | R 4 365.04 | R 422.54 |
Institute | Annuity code | Metropolitan | Metquote Codes : 0E64D 78A1B 553B2 B02F9 | Metropolitan | Metquote Codes : A508B 7505C 7506E 101AB | Metropolitan | Metquote Codes : 183D1 D73EC 8F02A 3032B | Momentum | Guar : G-AHDWAPB-W4FEQUW-UXEB73R | Momentum | Db : DB-DCFCC-GBKDH-CLBCJ-KCDBC-HGCDB-CDBCD | Momentum | Ann : A-EHDWQED-J4G7KL4-U6ABRCX | Old Mutual | Bond: 43GUUUUUUUUUUUUUUUUUUUJ8UUUUUUUU4M5 | Old Mutual | Max Income : 9TNQF555T599AZTAAZZJYJHJLZ8XX393245 | Old Mutual | Ann : X3T75 GVWQ2 TUVBY WUSQU |
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