Our Services-Financial Planning & Taxation

Our Services

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Finanical Planning & Insurance 
"In life, everyone should set goals and plan towards a better tomorrow"
 

Our professional and recognized Financial Planner is here to assist you with planning your future. Registered with the Institute of Financial Planning South Africa, we are determined towards maintaining complete professionalism and trust, whilst complying with the FAIS Act. We are dedicated towards acting with honesty, integrity, due diligence, and fairness at all times, ensuring that we put your needs first.

We should all set goals which we would like to achieve. It can either be a short-term goal, such as saving for a new vehicle or it can be a long-term goal, such as saving towards your retirement. 

Using the six-step financial planning process, a complete Financial Needs Analysis is carried out and strategies are developed towards achieving your goals. Based on the strategy development, suitable Financial Products are analysed and implimented towards your needs.

  • Life and Disability Insurance
  • Retirement Annuity
  • Pension Funds
  • Funeral Cover
  • Vehicle and Home Insurance
  • Commercial Insurance
  • Professional Indemnity
  • Marine Insurance
  • Agriculture Insurance
  • Liability Insurance
  • Investments
  • Medical Aid and Health Insurance
  • GAP cover
  • Will & Trust
  • Estate Planning
  • Employee Benefits
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Tax Planning 
Tax Planning plays an important role in the Financial Stability of every Individual and Business.
Tax Planning is the process of Analysing a Financial Plan or situation from a Tax Perspective. Our registered Tax Practitioner, will assist you with conducting a Needs Analysis of your Financial Situation and thereafter preparing a Financial Plan which will assist with managing your Tax Liabilities more effectively. Our objective is to ensure, either you or your company complies with the regulations of the South African Revenue Services (SARS). We offer registrations for Tax Types, Filing Tax Returns, Administration and stratergies to remain compliant.
  • Tax Returns for Individuals
  • Provisional Tax Returns for Enterprises
  • Tax Debt Management
  • Tax Calculations
  • Advice on Tax Planning
  • Tax Directives and Disputes
  • Foreign Employment Income Exemption
  • Tax and Starting Work
  • Tax and Retrenchment
  • Tax and Retirement
  • Tax and Disability
  • Tax and Emigration
  • Tax and Non-Residents
  • Small Business and Tax
  • Customs and Excise
  • Air Passenger Tax
  • Capital Gains Tax
  • Corporate Income Tax
  • Diamond Export Levy
  • Dividends Tax
  • Donations Tax
  • Estate Duty & Trust
  • International Oil Pollution Levy
  • Mineral and Petroleum Resource
  • Pay As You Earn
  • Personal Income Tax
  • Provisional Tax
  • Securities Transfer Tax
  • Skills Development Levy
  • Transfer duty
  • Turnover Tax
  • Unemployment Insurance Fund
  • Value Added Tax
  • Withholding Tax on Interest
  • Withholding Tax on Royalties
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            Employers &        
      Payroll Management

We offer an extensive range of Payroll Management Services to Small and Medium Enterprises.

Our Professional Team strives to provide high-quality services with due diligence and professionalism, allowing you to rest assured that your Payroll Administration is conducted accurately with attention to detail, meeting all compliance obligations.

Our Qualified Financial Planner will conduct a complete Payroll Analysis, to determine your payroll needs. Based on the Analysis, a payroll strategy will be implemented, ensuring your payroll needs are met and that your company always remains compliant.

  • Payroll Strategies in accordance with the needs of your company
  • Payroll registrations (PAYE, UIF & SDL)
  • Employee income tax registration
  • Payroll data administration 
  • Employee data administration
  • Monthly payslips
  • Administration of payments for PAYE, UIF & SDL to the relevant authorities
  • Preparation and submission of monthly payroll reports: EMP201, UI19
  • Preparation and submission of annual pay
  • roll reconciliation report: EMP501
  • IRP5 / IT3(a) certificates for employees
  • Tax clearance certificates / letter of good standing for your company
  • All enquiries relating to the South African Revenue Services
  • Dedicated consultant allocated to your company, providing you with ongoing support and services
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           Enterprises &              Value-Added Tax (VAT)

The compliance of your business is important. We offer a comprehensive range of services to ensure that your business is compliant and up to date with the regulations of the South African Revenue Services. Our team of professionals will ensure professional and diligent services, with timeous processing of your VAT Administration.

Our Qualified Financial Planner will assist you with advice, guidance, and strategies to ensure you are compliant.

  • ValueAdded Tax (VAT) Registration
  • Preparation of monthly VAT Returns
  • Submission of monthly VAT Returns (VAT201)
  • VAT data administration
  • Liaising with the South African Revenue Services on your behalf
  • Resolving enquiries which may arise on your monthly VAT201 submission.
  • Tax clearance certificate / Letter of good standing
  • All enquiries relating to the South African Revenue Services
  • Dedicated consultant allocated to your company, providing you with ongoing support and services.
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