Our Services

Company Registrations

• Registration of Companies: Assist with the entire process of registering new companies.
• Changes to MOIs: Handle all modifications to Memoranda of Incorporation.
• Annual Returns: Provide assistance with the filing of annual returns to ensure compliance.
• Secretarial Work: Manage secretarial tasks to maintain company records and compliance.

Accounting, Salaries & Wage Systems

• Salary and Wage Systems: Maintain efficient salary and wage systems using Pastel Payroll.
• Salary Packages: Compile comprehensive salary packages tailored to your business needs.
• Advice on Systems: Provide expert advice on salary and wage systems to optimize your processes.
• Salary Slips / Advice: Generate accurate salary slips and provide related advice.
• PAYE Reconciliations: Ensure precise PAYE reconciliations.
• IRP5s and Reconciliations: Manage IRP5s and IRP5 reconciliations.
• Sage Accounting Systems: Set up and manage Sage accounting systems for streamlined financial management.

Taxation

• SARS Special Investigations / Audit Queries: Assist with SARS special investigations and audit queries.
• Tax Returns: Prepare and file income tax returns, VAT returns, PAYE returns, UIF returns, SDL returns, and estate duty calculations.
• Tax Advice: Provide expert interpretation of tax laws and deliver comprehensive tax opinions.
• Tax Registrations: Handle all tax registrations, including IT, VAT, PAYE, UIF, and SDL.
• Amnesty Applications: Assist with tax amnesty applications.
• Estate Planning: Develop effective estate planning strategies to minimize tax liabilities.
• Tax Planning: Offer strategic tax planning to optimize your financial position.

Risk Management

• Insurance Planning: Assess your insurance needs and recommend appropriate coverage to protect your assets and income.
• Risk Assessment: Identify potential risks to your financial plan and develop strategies to mitigate them.
• Contingency Planning: Prepare for unexpected events with contingency plans to protect your financial well-being.

Trusts

• Trust Deeds- Set up of Trust Deeds: Create legally sound trust deeds tailored to your specific needs.
• Alteration of Existing Trust Deeds: Modify current trust deeds to reflect changes in your circumstances or wishes.
  
• Trusteeship Acceptance as Trusteeship: Serve as a trustee, ensuring your trust is managed according to your wishes and legal requirements. 
• Advice: Offer expert advice on the setup, management, control, and risk of trusts, including taxation implications.

Estates

• Administration of Deceased Estates: Manage and administer the estates of deceased individuals, ensuring all legal and financial matters are handled efficiently.
• Estate Planning: Develop comprehensive estate plans to protect your assets and legacy.
• Drawing of Wills: Draft clear and legally sound wills to ensure your wishes are honored.
• Calculation of Estate Duty: Accurately calculate estate duty to assist in financial planning.
• Correspondence with Master of the High Court: Handle all communications with the Master of the High Court.
• Executorship: Accept executorship roles to manage estate affairs.
• Agent of Executor: Act as an agent for executors, providing support and expertise.

Accounting Records

• Audit of Company Financial Statements: Conduct thorough audits of company financial statements.
• Closed Corporation Reporting: Provide comprehensive reporting for closed corporations.
• Trust Reporting: Handle detailed reporting for trusts.
• Turnover Reports / Audits: Generate and audit turnover reports.
• Special Reports / Audits: Prepare and audit special reports as needed.
• Partnership / Sole Proprietor Reports: Provide detailed reports for partnerships and sole proprietors.
• IFRS Compliance / Trust Audits: Ensure compliance with IFRS standards and conduct trust audits.

Business Financial Planning

• Business Succession Planning: Develop plans for the smooth transition of your business to the next generation or new owners.
• Cash Flow Management: Optimize business cash flow to ensure financial stability and growth.
• Employee Benefits Planning: Design and manage employee benefit plans to attract and retain talent.

Financial Planning

• Personalized Financial Strategies: Develop customized financial plans tailored to your unique goals, circumstances, and risk tolerance.
• Goal Setting: Assist in setting short-term and long-term financial goals, from saving for a home to planning for retirement.

Investment Planning

• Investment Advice: Provide guidance on investment opportunities, tailored to your risk profile and financial objectives.
• Portfolio Management: Develop and manage investment portfolios to maximize returns while minimizing risk.
• Asset Allocation: Strategically allocate assets across different investment classes to achieve optimal diversification.

Retirement Planning

• Retirement Savings Plans: Create and manage retirement savings plans to ensure a comfortable and secure retirement.
• Pension Planning: Offer advice on pension plans and retirement funds to maximize your retirement income.
• Retirement Income Strategies: Develop strategies to generate a steady income stream during retirement.