Once your financial strategy is in-line with your needs, we also offer Financial Management Services by Cumulus Management Services (Pty) Ltd and strategic professional partners.
Where you make use of business entities such as companies, close corporations, and trusts, we will identify the management services required to keep your financial structure/s up to date and inter alia to provide you with applicable tax advice and strategies.
Accounting and Tax Service
To achieve the optimum result to support your operational entities such as estate management and wealth planning – it is of the utmost importance that you strategise continuously with a team of qualified and professional accountants and auditors to ensure up-to-date financial reporting and tax compliance. Compliance with changing legislation and SARS needing more money for the fiscus is becoming even more challenging and costly. The Covid-19 aftermath is likely to pose more income tax challenges than ever before.
Statutory Services
Statutory Services include company registrations, share transfers, payroll services, annual returns, etc in compliance with the Companies Act of 2008, the Income Tax Act, and all other relevant legislation.
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Life Insurance, Disability and Critical Illness Cover
Retirement Planning and Investments
Estate Planning andManagement
Medical Aid andGap Cover
Accounting and TaxServices
Statutory Services and Compliance
Legal