YEAR END CLOSURE
Dates:
20 December 2024 – 6 January 2025. We will reopen on 7 January 2025.

Chartered Accountants (SA) | Registered Auditors
Please note: Our office will be closed between 20 Dec and 5 Jan. We’re opening on the 8th of January 2024.
We wish you and your loved ones safe travels, a blessed Christmas and a happy 2024!
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Accounting and financial management

We offer outsourced accounting and financial services to our clients that fit into their current systems. We take care of your accounting needs, so that you can focus on your core business and leave the accounting to us.

Our offering includes:

  • Monthly bookkeeping on various accounting systems (Pastel, Sage, Xero, QuickBooks, and more).
  • Calculation of VAT, as well as completion and submission of VAT returns.
  • Calculation of PAYE, as well as completion and submission of PAYE returns.
  • Assistance with SARS queries on the above returns.
  • Compilation of annual financial statements that comply with the Trust Property Control Act.
  • Preparation of management statements and reports, as well as budgets and cash flow projections.
  • Recording trustee decisions, i.e.: distributions to beneficiaries, in the accounting records.
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Tax compliance, administration and planning

We offer various tax services, ensuring compliance with all the applicable tax laws, and providing peace of mind in the knowledge that your trust is compliant.

Our offering includes:

  • Calculation, completion and submission of various returns, including:
      VAT
      PAYE
      Provisional tax
      Income tax, including capital gain
      Donation tax
     Income tax returns for the beneficiaries that received distributions from   the trust
  • Resolving disputes and queries from SARS.
  • Requesting tax directives.
  • Requesting tax clearance certificates.
  • Registration on e-Filing for VAT, PAYE, DWT, provisional tax and income tax.
  • Advanced tax planning and advice.
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Secretarial compliance

All trusts need to comply with the Trust Property Control Act. We will ensure that you comply fully with this Act, freeing you to focus on your fiduciary duties as trustees.

Our offering includes:

  • Registration of new trusts with the Master of the High Court’s office (Master), including the drafting of the Trust deed.
  • Completion and submission of trust deed amendments to the Master.
  • Name changes at the Master.
  • Changes to trustees and beneficiaries.
  • Deregistration at the Master.
  • Safekeeping of trust registers and minute books.
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Trust advice

As chartered accountants, we work together with trustees by providing expert advice, adding value with practical solutions that will enable them to make informed decisions.

Our offering includes:

  • Advisory services to new and existing trusts.
  • Optimisation of group structures and restructuring of existing groups.
  • Consulting on the tax treatment of routine and non-routine business transactions.
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Payroll administration

Payroll administration can be very complex and time consuming. Payroll legislation changes continuously and trustees can find it hard to keep up with these changes. 

As chartered accountants, we specialise in this field, simplifying these processes for you.

Our offering includes:

  • Preparation and the electronic distribution of payslips.
  • Monthly calculation and the submission of PAYE, UIF and SDL returns.
  • Annual IRP5 certificates.
  • Electronic filing of bi-annual IRP5 reconciliations.
  • Online registration/deregistration for PAYE, UIF and SDL.
  • Registration at the Workmen’s Compensation Commissioner.
  • Calculation and submission of annual declaration to the Workmen’s Compensation Commissioner.
  • Covid-19 UIF claims.
  • Resolving disputes and queries from SARS.
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‘‘Tiaan and his team are professional with strong communication and interpersonal skills. They are knowledgeable in tax and regulatory laws and always available to answer quires. They work well with my financial planners and inhouse financial company systems. Highly recommended.’’

House Diederiks