INFOGRAPHICS ARE
AWESOME BECAUSE THEY ARE
VISUALLY
STIMULATING 50% OF THE BRAIN IS USED WHEN PROCESSING VISUALS
INFOGRAPHICS ARE
AWESOME BECAUSE THEY ARE VISUALLY STIMULATING
RETIREMENT CAPITAL R 159 332 493.00 DISCOVERY
R 124 229 527.00 CURRENT
MEDIAN AGE
R 181 965 880.00 NEW - LIBERTY
30
CONTRIBUTIONS
R 174 838 329.00 SANLAM
30
35
40
45
50
55
R 6 907 374.50
60
6%
65
66
68
9% 70
72
12% 74
76
78
RETIREMENT AGE
CURRENT CAPITAL AS OF 31 OCT 2018
78 AVERAGE MORTALITY AGE
SALARY WITHDRAWALS
ABILITY TO RETIRE
NET CONTRIBUTIONS
YEARS TO NRA
INVESTMENT RETURN
BETAPLUS
61%
13.2%
27 YEARS
12%
RULE
75%
15%
27 YEARS
12%
REALITY
42%
11.1%
27 YEARS
6.8%
INFOGRAPHICS ARE
FINAL CAPITAL AT MORTALITY
R 6 907 374.50
AWESOME BECAUSE THEY ARE VISUALLY STIMULATING
INFOGRAPHICS ARE
AWESOME BECAUSE THEY ARE VISUALLY STIMULATING
JF HILLEBRAND SOUTH AFRICA (PTY) LTD SIMPLIFY | DASHBOARD
CURRENT
1 2 3 4 5
DASHBOARD SUMMARY
FEE BREAKDOWN LIBERTY
CALCULATIONS BASED ON
ADMIN FEES
FROM CONTRIBUTION
ANNUAL
PAYROLL MEMBERS ASSET VALUE
R 88 261.68
MONTHLY PER MEMBER
R 7 355.14 R 71.41
1.17
LIBERTY
ASSET BASED FEES FROM INVESTMENT VALUE
ANNUAL
R 217 556.34
OR PER MEMBER
0.79% R 176.02
% OF ASSET VALUE
BROKER FROM YEARLY
CURRENT 74.12% WHERE MONEY LASTS FOR 10.57 YEARS AFTER 65
LUMP SUM CONTRIBUTION
R 110 999.76
MONTHLY PER MEMBER
R 9 249.98 R 89.81
LIBERTY
INVESTMENT MANAGEMENT FEE VAT INCLUDED
ANNUAL
OR PER MEMBER
R 165 605.27
0.60% R 133.98
LIBERTY
PAID SEPERATELY OR FROM CONTRIBUTION
ANNUAL
MONTHLY PER MEMBER
R 527 805.60
R 43 938.80 R 427.03
R 30 000.00 ANNUAL SAVING
R 365 281.82 PROPOSED 95.17% WHERE MONEY LASTS FOR 15.94 YEARS AFTER 65
LIBERTY
INVESTMENT RETURNS
ABILITY TO RETIRE
MARCH 2018 YTD 1.19 1 YR 6.82% %
2 YRS 5.46 3 YRS 10.46% %
LIBERTY
RISK POLICY
MONTHLY SAVING
FUNDING RATIO
COMMISSION FEES
ANNUAL
R 2 575 114.47 103 R27 616 458.11
RISK POLICY BENEFITS GLA 0.885% FUNERAL CAP DIS 0.000% R 4.72 ICB 0.803% P/MEMBER
R 1 110 228.65
CURRENT PROPOSAL 1 PROPOSAL 2 COSTS AS % OF ASSETS
CURRENT PROPOSAL 1 PROPOSAL 2
XX.XX% XX.XX% XX.XX% EXCLUDING GROUP RISK
XX.XX% XX.XX% XX.XX%
TOTAL COSTS
1ST PROPOSAL
2ND PROPOSAL
FEE BREAKDOWN
FEE BREAKDOWN
LIBERTY & BETAPLUS
SANLAM & BETAPLUS
ADMIN FEES
FROM CONTRIBUTION
ANNUAL
R 88 261.68
MONTHLY PER MEMBER
R 7 355.14 R 71.41
ADMIN FEES
FROM CONTRIBUTION
ANNUAL
R 88 261.68
MONTHLY PER MEMBER
R 7 355.14 R 71.41
LIBERTY & BETAPLUS
SANLAM & BETAPLUS
FROM INVESTMENT VALUE
FROM INVESTMENT VALUE
ASSET BASED FEES ANNUAL
OR PER MEMBER
R X XX XXX.XX
BROKER
COMMISSION FEES
ASSET BASED FEES ANNUAL
0.00% R XXX.XX
OR PER MEMBER
0%
BROKER
R X XX XXX.XX 0.00% R XXX.XX
COMMISSION FEES
0%
BETAPLUS FEES % OF ASSET VALUE 0.50% PER ANNUM R 80 000.00
BETAPLUS FEES % OF ASSET VALUE 0.50% PER ANNUM R 80 000.00
LIBERTY & BETAPLUS
SANLAM & BETAPLUS
VAT INCLUDED
VAT INCLUDED
INVESTMENT MANAGEMENT FEE ANNUAL
OR PER MEMBER
R X XX XXX.XX 0.00% R XXX.XX
INVESTMENT MANAGEMENT FEE ANNUAL
OR PER MEMBER
R X XX XXX.XX 0.00% R XXX.XX
LIBERTY & BETAPLUS
SANLAM & BETAPLUS
PAID SEPERATELY OR FROM CONTRIBUTION
PAID SEPERATELY OR FROM CONTRIBUTION
RISK POLICY ANNUAL
MONTHLY PER MEMBER
R X XX XXX.XX R XX XXX.XX R XXX.XX
R X XXX XXX.XX
RISK POLICY ANNUAL
MONTHLY PER MEMBER
R X XX XXX.XX R XX XXX.XX R XXX.XX
R X XXX XXX.XX
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INFOGRAPHICS ARE
AWESOME BECAUSE THEY ARE VISUALLY STIMULATING
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