Example 10 (Living Annuity Disinvestment)

The following example is for the annuity payment run for December 2006.

 

In this example:

-         Annuitant E (Ref No. 5)      Receives an annuity of R10000.00 per month.

                                          Has the following investment split:

                                                     Portfolio 1 (unitised) 50%

                                                     Portfolio 2 (unitised) 50%

                                          Pays R2000.00 per month to a medical aid fund.

                                          Has R1000.00 tax deducted.