Our Services...
AUDITING
Registered
accountants and auditors
Advice on risk
management and internal controls
Special
assignments
ACCOUNTING
Processing of
financial transactions
Business
administration including all statutory requirements
Preparation of
monthly management accounts
Drafting of annual
financial statements
Preparation of
budgets and cash flow statements
Secretarial work
for companies, close corporations and trusts
TAXATION
Implementing tax
planning strategies
Income tax
administration
VAT administration
Administration of
Payroll taxes
Planning for
Estate Duty and CGT
WILLS
Drawing up of
wills
Advice on bequests
Acting as executor
or trustees in deceased estates
Proper systems for
safekeeping of wills
Regular assessment
of wills
Other issues
PROPERTY
Structure of
property related transactions and
Taxation thereof
SECRETARIAL SERVICES
Formation of and
changes to Companies, Trusts, Closed Corporations (cc's)
Offered through Mainsail Financial Services our affiliated partners:
RISK MANAGEMENT
Analysing your
risk
Short term
insurance
INVESTMENTS
Assessment of
goals and resources
Preparation of
personal financial plan to meet goals
Ongoing management
of portfolio
Money market and
cash investments
Offshore
investments
FINANCIAL PLANNING
An analysis of
your personal financial position
Advice on using
the correct business structures
Drawing up of a
retirement plan
Putting in place
an investment plan
Doing a proper
estate plan
Minimising of
taxes
