Services

We provide complementary, timely, and quality Tax, Advisory, Wealth, and Assurance services tailored to the needs of our clients.

Tax is structured into complementary service offerings, to provide a one stop tax shop that assists in managing risk, opportunities, and compliance.

Africa Tax assists with designing and setting up African operations, company formations, management of in-country tax, economic, and legal risk of doing business in Africa through an extensive network and experience.

Corporate Income Tax assists with tax health checks, due diligence, risk frameworks, policy and procedure manuals, accounting. As well as accrual reviews, opinions, objections and appeals, ADRs, structuring, re-structuring, optimisation, establishing of Tax Committees, and assistance with Economic and Tax Incentives.

VAT, Customs, and Indirect Taxes provide a full spectrum of indirect taxes, including VAT, Customs and Excise, Transfer Duty, ADRs, objections, appeals, planning, opinions (e.g. apportionment, imported services, etc.), health checks, systems, and training.

International Tax assists with advice on cross-border transactions, Double Taxation Agreements (DTAs), Permanent Establishments (PEs), Places of Effective Management (POEMs), Alternative Dispute Resolutions (ADRs), tax filing, audits, and South African Reserve Bank (SARB) declarations, and Exchange Control assistance.

Personal Tax assists with tax calculations and SARS filing of returns for individuals, expatriates, trusts, and estates. This can be done through engagement with the employer or employee. Services also include assistance with ADRs, objections, appeals, health checks, etc. In addition, Personal Tax also assists global employees (expatriates) or employers with inbound and outbound interviews, set-ups, tax residency status determination, exit charges, and Double Taxation Agreements (DTAs) assistance, etc.

The Tax Academy trains aspiring young tax minds to ultimately achieve Tax Practitioner Competency status. The Tax Academy also shares tax knowledge and thought leadership with clients and others through seminars and media. The Tax Academy regularly shares tax content through various mediums to keep clients and others abreast of noteworthy tax developments. The Tax Academy also hosts, from time to time, discussion fora on tax technical changes and tax issues of interest. The Tax Academy has developed a number of off-the-shelf seminars, but also provide tailor-made seminars.

Tax Compliance assists corporates, individuals, expatriates, trusts, and estates with Direct (including Corporate and Personal Tax, PAYE, Payroll, and Skills Development Levies) and Indirect Tax (including Customs and Excise, Diesel Rebates, Estate Duty, Fuel Levy, Securities Transfer Tax, and VAT). Tax Compliance assists with SARS Tax registrations, e-filing. These services also include completion and submission of income tax, IRP6, PAYE, VAT, and related returns. In addition, Tax Compliance assists with the review of tax assessments and statements of account. Tax Compliance maintains comprehensive tax records and assists with IT14SDs, objections, ADRs, and appeals. Tax Compliance also assists with obtaining Tax Clearance Certificates.

Transfer Pricing assists with the preparation of Country-by-Country Reporting (CBCR), Master Files, Local Files, and Transfer Pricing Memoranda required for Transfer Pricing or other transactions. Transfer Pricing services also include arm’s length benchmarking, functional analyses, foreign exchange assistance (through SARB), and assistance with SARS disputes, etc.

VAT, Customs, and Indirect Taxes provide a full spectrum of indirect taxes, including VAT, Customs and Excise, Transfer Duty, ADRs, objections, appeals, planning, opinions (e.g. apportionment, imported services, etc.), health checks, systems, and training.

Advisory is structured into complementary service offerings, to provide a one stop advisory shop that assists in managing risk, opportunities, and compliance.

The Advisory Academy provides training on various advisory aspects. The Advisory Academy also shares knowledge and thought leadership with clients and others through seminars and other media. The Advisory Academy regularly shares advisory content through various mediums to keep clients and others abreast of noteworthy developments. The Advisory Academy also hosts, from time to time, discussion fora on issues of interest.

Company Secretarial provides clients with company registrations, CIPC updates, Memoranda of Incorporation (MOIs), and Board Support.

Corporate Finance assists with Valuations, Due Diligence reviews, structuring, and company or group formations.

Enterprise Risk Management Services (ERMS) assist companies to manage business risks, and include Governance, Risk Management, and Compliance, as part of Internal Audit. Good corporate governance often requires governance assessments, and design, implementation, and monitoring of policies and procedures, incentive programmes, and training. Organisational frameworks can also assist with self-assessments of governance. Internal audit services should enable companies to deploy successful processes and procedures to reduce risk, through risk assessments and development of audit plans, internal audit outsourcing and co-sourcing, IT audits, quality assurance reviews, and forensic investigations. Compliance services include Sarbanes-Oxley (SOX) and similar regulatory matters. Compliance programmes should align with organisational strategies and objectives, and be accurate, reliable and cost-effective. Compliance methodologies should improve the efficiency and effectiveness of current processes, such as control optimisation, governance assessment, human resource compliance, and regulatory compliance. Business Process Engineering and Strategy (BPES) enhances and improves operational performance through optimising controls and processes, and assists with strategic assessment and redirection. BPES include operational performance assessments, business process integration, project management reviews, system implementation reviews, financial analysis and modelling, and special accounting projects. BPES includes company or group formation services. Fraud management can significantly reduce fraud risk and enhance early detection. Anti-fraud programmes assist companies to identify, remedy, and monitor specific risk factors and mitigate against criminal and civil penalties. A company’s technology and security risk can be significantly reduced through security assessments and developing effective controls, aligning technology and strategy, planning for business continuity and disaster recovery, data and privacy protection, and doing vulnerability testing.

Finance and Insurance assist with assessment of funding and financing requirements. Devising and providing solutions. Insurance needs assessment, including shelf products and cell captive arrangements.

Human Capital assists with Coaching, Placements, Learnerships, Secondments, Outsourcing (in various professions and industries), Labour Broking, Non-Executive Director (NED) services. Human Capital services also include Labour Relations, organisational structuring, setting of key performance areas (KPAs), and key performance indicators (KPIs) as a sub-set of KPAs.

IT Advisory assists with, amongst others, Assessment of Information Technology (IT) service systems, applications, processes, and procedures, and implementation.

Legal assists with the provision of advice on legal matters, including advising on appropriate legal action, structures, and drafting of legal agreements.

Trusts Management assists Trusts, as Trusts remain a very important instrument to manage, build, and protect wealth. Trust services include creation of trusts, identification and appointed of trustees and beneficiaries, and creation of Trust Deeds.

Partnering with STA Konsult on tax and advisory services, and enabling wealth creation.

Assurance assists with accounting, technical advice, compliance with regulations, systems and controls, and independent reviews, to enhance the reliability of client information for use by stakeholders.