Trusts - Trust formation and secretarial work (Formation of family and business trusts, maintenance of trust secretarial records, review and amendments to trusts)


Legal – Commercial agreements, including leases, loans, Section 42, shareholder agreements, partnership and JV agreements


Estate planning – including wills, administration of estates on a time-based fee, estate computations


Preparation of financial statements, management accounts, and group consolidated reports, supported by working papers
that are prepared for use by the client, banks and SARS.


Preparing and submitting income tax returns and provisional tax returns.
Tax planning to ensure all allowable tax advantages are utilised.
Tax Advisory

Data Processing (bookkeeping)

Webaccounting, Pastel or Tartan processing of all source documents to provide management accounts for clients to use to measure business performance. Reports are prepared accurately and timeously by a team of experienced staff. We believe in using the skills of highly qualified/experienced persons to produce timely, accurate monthly accounts.


Completion of VAT returns from reports produced by Webaccounting/Pastel/Tartan.
SARS VAT queries and disputes resolved.

Payroll & payroll solutions

Preparation of payslips (these are emailed for distribution to employees) for employers.
Preparation and completion of EMP201 monthly returns to SARS
Preparation and completion of Bi-annual EMP501 reconciliations.
Reconciliation of EMP501′s and IRP5′s to client records.
u – filing
Workmens Compensation Returns

Company and CC secretarial work

Submission and completion of all statutory documents required by CIPC (Companies and Intellectual Property
Commission) in order to maintain Companies and CC’s according to legislation.
Completion of Annual Returns.

Formation of Companies (including Shelf Companies)

Name reservations and registrations of Companies.
We have direct access to Shelf Companies for emergency numbers.