SERVICES

1.  TAX

Business and Tax Administration, including all Statutory Requirements:

-Keeping track of all the prescribed statutory requirements.

-Full VAT administration, including completing and submission of returns.

-Administration of "payroll" taxes, including PAYE, SDL and UIF.

-Complete Income Tax administration.

-Advice on tax saving strategies before year end.

-Advice on structuring your remuneration package efficiently.

-Using the correct business structures to minimize taxes.

-Handling all correspondence and queries with SARS.

-Income tax calculations and compliance.

-VAT administration.

-PAYE administration.

-Advice on local and international taxation.

 2.  GENERAL ACCOUNTING

-Processing of accounting records on accounting software packages.

-PAYE & UIF administration.

-VAT administration.

-Salary administration.

-Bank reconciliations.

-Drafting of financial statements.

-Drafting of monthly management accounts.

-Preparing of audit files.

 

3.  ACCOUNTING OFFICER

Secretarial Work for Companies, Close Corporations and Trusts:

-Founding of companies and trusts.

-Acting as accounting officers for close corporations and trusts.

-Assisting with statutory requirements such as drafting of shareholders' and

 directors' meeting minutes, share registers and CIPRO returns.

-Drafting of financial statements.

-Drafting of monthly management accounts.

-Preparing of audit files.

 

4.  REVIEWS

-Independent reviews.

-Factual findings.

-Agreed upon procedures.

-Analytical reviews.

 

5.  PAYROLL

-Monthly calculations.

-Statutory admin UIF, PAYE and SDL.

-Submissions of EMP201 and EMP501 (employers reconciliation).

-Confidential distribution of payslips.

-Keeping of confidential salary register.

6.  DECEASED ESTATES

Planning for Estate Duty and Capital Gains Tax:

-Trusteeship.

-Executor.

-Winding up deceased estates.

-Deregistration of entities.

-Doing proper planning in advance.

-Using the right business structures.

-Giving advice on your will.

-Drawing up your will based on proper estate planning.

-Advice on the appointment of an executor.

-Advice on how to keep the costs low.

-Acting as executor or assisting the executor.

-Assisting with the winding up process.

-Handling all administration and correspondence with the Master in the winding up process.

-Structuring your will to minimize Estate Duty and CGT.

 

7.  ESTATE PLANNING

-Advice.

-Drafting of wills.

-Executor.

-Estate planning.

-Use of inter vivos trust.

-Trusteeship.

 

 8.  ADVISORY

Financial Transaction Processing:

-Proper bookkeeping from source documents.

-Bank, credit and cash transactions.

-Processing of debtors, creditors, stock and general ledger transactions.

-Keeping proper audit trails for audit and tax purposes.

-Preparation of Monthly Management Accounts.

-Preparation of management accounts on a regular basis.

-Monitoring and keeping track of income and expenses.

-Monitoring income and expenses against budgets.

-Creating up to date financial information to monitor your business.

 

Preparation of Budgets and Cash Flow Projections:

-To plan ahead.

-To use as a benchmark to gauge actual performances.

-To re-negotiate credit facilities.

-To identify potential problem areas in your business.

- Forms part of your long term business plan.

 

9. GENERAL

-Business turn around.

-MOU's (Memorandum of Understanding) and HOA's (Head of Agreements).

-Business start-up.

-Cash flow guidance.

Contact us

Hermanus 

Physical:  10 Magnolia Street, Hermanus, 7200.
Postal:  Postnet Suite 258, Private Bag X16, Hermanus, 7200.

Email:  info@invasset.co.za

Tel:  086 999 0931       Fax:  086 730 5548

Tyger Waterfront

Physical:  Ground Floor, Pro Sano Park, Carl Cronjé Avenue

Tyger Waterfront, Bellville, 7530.

Postal:  Postnet Suite No. 14, Private Bag X22, Tygervalley, 7536.

Email:  info@invasset.co.za

Tel:  086 999 0931       Fax:  086 7305548