ACCOUNTING AND TAX SERVICES
- Preparation/compilation/review of Annual Financial Statements
- Preparation of monthly management accounts
- Preparation of budgets and forecasts
- Outsourced CFO/Financial Manager role
- Personal tax, corporate tax and VAT services and advice
- Accounting services
- Payroll management
- Personal tax, Estate duty advice, computations & submissions
- Emigration tax advice
- Preparation of pro-forma financial statements
INTERNATIONAL MONEY TRANSFERS & FOREX
- Foreign purchasers and sellers of properties and shares in companies
- Foreign loans advanced to South African individuals and companies
- Offshore investments by South African individuals and companies
- Payments to foreign suppliers/service providers
- Payments to foreign beneficiaries/heirs of Trusts and deceased estates
- FX Spot, Forward hedging execution services
- Efficient international payments and receipts
- Competitive exchange rates
- Personalised service
TRUST SERVICES
- Escrow & Fiduciary services
- Advising on wills and living wills
- Estate planning
- Administration of deceased estates
- Formation of trusts
- Trust deeds & amendments
- Appointment & resignation of trustees
- Deregistration of trusts
- Management & administration of trust assets
- Trustee/executor services
- Estate duty and taxation for deceased estates
- International distributions/payments to foreign beneficiaries
CORPORATE FINANCE & DIGITAL ASSET ADVISORY SERVICES
- Capital/debt related events
- Acquisition & disposal of businesses
- Business mergers
- Capital/equity and debt raising locally & internationally
- Management buy-outs and buy-ins
- Preparation of Pitch Decks & Information Memoranda
- Company, business & investment valuations
- Transaction structuring
- BBBEE ownership structures
- Shareholder/Investor/Parties relationships & agreements
- Cryptocurrency based transactions & arbitrage
- Creation & listing of tokenised assets
FINANCIAL SERVICES
- Equities execution services
- Cryptocurrency execution services
- Treasury management advice
- Insurance, life cover, key man, buy/sell policies & group life cover
- Interest-bearing bank/call accounts
- Opening of bank accounts
- Custodian services
- Fiduciary & Escrow Services
MANAGEMENT SERVICES
- Structuring of business monthly management reporting packs
- Preparation of business/strategic plans
- Advising on ERP systems and implementation thereof
- Forensic investigations
- Project management
- Internal control policies and procedures
- Non-executive directorships
- Short-term senior management functions
- Reports to shareholders/stakeholders
- Strategies and preparation for litigation
- Briefing lawyers on contracts and litigation
- Advising on family businesses
- Establishing South African presence for foreign investors/businesses
- Dispute resolution
SECRETARIAL & CORPORATE GOVERNANCE SERVICES
- Formation of companies
- MOI's for companies
- Maintaining share registers
- Share issues and transfers
- Appointment & resignation of directors
- Minutes and resolutions
- Annual return submissions
- Club constitutions
- Communication with shareholders & stakeholders
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