Audit Advisory Tax. TAX SERVICES KEEPING YOUR SLATE CLEAN Individual Tax. The Leader for Exceptional Client Service

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1 Audit Advisory Tax TAX SERVICES KEEPING YOUR SLATE CLEAN Individual Tax The Leader for Exceptional Client Service

2 BDO IN SOUTH AFRICA PROVIDES AUDIT, ADVISORY AND TAX SERVICES TO A BROAD RANGE OF CLIENTS - FROM LARGE JSE-LISTED COMPANIES TO INDIVIDUALS AND SMALL AND MEDIUM SIZED ENTITIES. As the South African member firm of BDO International, the world s fifth largest accounting network with offices in over 151 countries, we have been delivering exceptional service to our clients since Because of their skills and experience, our people are trusted to deliver the quality of service that our clients expect. We offer a tailored approach to every client and our people have the skills and experience to take responsibility for the work they do. We are agile and quick in responding to client demands. Our approach involves listening to our clients, understanding their expectations and delivering the calibre of service associated with a leading global financial services firm. DELIVERING EXCEPTIONAL TAX SERVICE Our tax team is highly skilled in providing the full range of tax services to companies, trusts and individuals. Whether you are a business, trustee or private individual, we give practical and direct advice, delivering solutions to help you efficiently and effectively manage your tax affairs.

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4 Submitting income tax returns and preparation of provisional tax returns can be complex. We help you manage the process and ensure that the SARS deadlines are met to avoid penalties and interest. When dealing with multiple individuals working for the same corporation we ensure consistency in the standard of reporting to avoid queries and corporate embarrassment caused by incorrect disclosure or non-disclosure. We assist clients in managing their tax risk by providing solutions and advising on the various tax implications when contracts are entered into. Together with our wealth division we look at your asset base and ensure that it is managed for maximum return. We assist with the completion of the income tax returns of family trusts by ensuring that the income allowable is disclosed correctly with the maximum allowable tax savings. We also offer the following services: Individual tax consulting Estate planning Income tax health checks Taxation of investments Personal tax planning Tax planning for private clients: a tax strategy for your assets and capital gains tax Trusts as part of tax and estate planning Capital gains tax Residence based taxation Individual and trust compliance We advise on and attend to all elements of tax compliance for private clients, deceased estates and trusts including: Completing and preparing income tax returns, including statements of assets and liabilities and the reconciliations of net assets Calculating and preparing IRP6 returns Checking income tax assessments Checking statements of account and tax receipts Maintaining comprehensive tax records Objections, appeals and ADR procedures Dealing with SARS queries Africa Desk - delivering exceptional service into Africa For organisations looking to capture business opportunities provided by other African countries, our team can help you minimise risk and maximise potential. Through our network of member firms and alliance partners that extends to every African country, we are able to identify the latest developments as they would pertain to your business venture. For more information, please contact Abel Myburgh on

5 In addition to advising on individual tax matters, BDO also offers the following tax services in relation to companies, trusts and other entities: Tax consulting Our tax specialists are experienced in advising clients on the tax consequences of their arrangements, in comprehensive tax planning and the implementation of the plan. We also draft tax opinions pertaining to all tax issues. Tax compliance Our compliance team will ensure that our clients meet all their legal obligations in relation to completing and submitting their income tax and/or IRP6 returns. We check our clients income tax assessments and statements of account, maintain comprehensive tax records on their behalf and are experienced at lodging objections and appeals with SARS when necessary. We also conduct accrual reviews which are aimed at ensuring fair presentation of the taxation section of a company s annual financial statements. Employees tax We advise on improvement of PAYE management processes by identifying cost saving and planning opportunities. Expat tax BDO has extensive experience in helping companies with their expat tax planning. Effective planning for expats relies on extensive, accessible knowledge of the home and host country tax laws. Compensation packages should be carefully structured to ensure tax efficiency for employer and assignee. International tax and transfer pricing We specialise in international tax planning, the preparation of transfer pricing policy documentation and supporting benchmarking studies, conducting risk reviews and resolving transfer pricing disputes. Indirect tax Indirect taxes such as VAT and customs and excise duties increasingly present onerous responsibilities for businesses. BDO advises clients on a wide range of indirect taxes regarding all aspects of these taxes including compliance and reporting, dispute resolution and tax planning and implementation. Tax publications We produce a range of tax publications to keep our clients abreast of changes to legislation and the implications to companies and individuals. If you would like to receive these via , please subscribe on our website.

6 WE TAKE IT PERSONALLY To find out more about the SARS transfer pricing compliance requirements and the drafting of transfer pricing policy documentation, contact: For further information on our other tax services, please contact one of our tax advisers: Cape Town David Warneke Tel: Fax: Durban Ilsa Groenewald Tel: Fax: Johannesburg and Pretoria Head of Tax Ferdie Schneider Tel: Fax: BDO South Africa Advisory Services (Pty) Ltd, a South African company is a member of BDO Southern African Coordination (Pty) Ltd, a South African company, which is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms. We also offer the following services: Accounting Audit and Assurance Business Turnaround and Recovery Company Secretarial Consulting Services Corporate Finance Employee Benefits Forensic Services Healthcare Consulting Human Resources Consulting Innovation IT Assurance and Consulting Outsourced Payroll Services Pension Fund Audits Risk Advisory Services Taxation Wealth Advisory Wills, Estates and Trusts February 2015

Audit Advisory Tax. TAX SERVICES HIGHLIGHTING YOUR NEEDS Tax Consulting. The Leader for Exceptional Client Service

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