We offer tailored South African tax solutions to our clients. Our services range from planning and assistance to determine tax positions taken to assisting with disputes. Our clients can expect solutions that combine technical excellence and practical insight with the personal touch of a trusted advisor.
Our offering includes:
Proactive management and monitoring of your tax affairs avoids disputes and leakages. We perform reviews for corporates and high net-worth taxpayers.
Tax Consultation and Advice
We assist taxpayers and advisors to assess the tax implications and risks of various alternatives for transactions and structures to ultimately find a tailored solution.
We provide clients with balanced and well-researched opinions on South African tax matters (including section 223(3) opinions).
We assist taxpayers and their accountants to successfully navigate the tax dispute process from audits to appeals.
Correspondence with SARS
We assist taxpayers to obtain advance tax rulings, opinions, and directives from SARS.
Correspondence with Legal Counsel
Some tax matters are inherently complex and may require consultation with counsel. We assist in drafting briefings and correspondence with counsel.
We advise on a wide range of South African tax matters. Our areas of experience and expertise include:
Tax residence and changes thereto
Mergers and acquisitions
Complex business model and transaction structuring
Financing transactions and instruments
We aim to build a long-term working relationship with each client. Our regular clients include:
Small and medium-sized businesses and their owners
High growth start-up businesses
High-net worth individuals
Trusts and the vehicles that house wealth
Accountants and auditors
Prof Pieter van der Zwan
Pieter is a chartered accountant (CA(SA)) who holds a master’s degree in tax. He is an associate professor at a South African university where he is responsible for a master’s degree in tax. He is the author of chapters in various textbooks, peer-reviewed articles, and articles in industry publications. He has been practicing as an independent tax and technical accounting advisor since 2010. He serves on technical committees of various professional bodies.
Many South Africans leave the country. Some do so permanently, while others temporarily work and gain experience abroad. These persons often grapple with the question whether they are still considered to be South African tax residents. SARS recently added guidance on...
Tax assessments must reach finality. For taxpayers this happens when SARS can no longer issue additional assessments for the specific tax period. Section 99 of the Tax Administration Act limits the periods for issuance of assessments by SARS. This article considers...
Cryptocurrencies present lucrative trading as their short-term values fluctuate wildly. They may however also prove to be good longer term investments if the value ultimately grows substantially when held over a longer period of time. Over the past few months,...
Taxpayers may deduct an allowance for expenditure not yet incurred in the circumstances set out in section 24C of the Income Tax Act. This provision has been the subject of two disputes that proceeded to the Constitutional Court (‘CC’), which in itself is...
Introduction Taxpayers who find themselves in a loss-making position often intuitively assume that as long as they are not liable to pay tax due to the fact that they have an assessed loss, they would not be exposed to understatement penalties (‘USPs’). This...
The National Treasury published the Budget Review 2021 on 24 February 2021. This document contains the announcements of tax rates and scales, but also proposals for various tax amendments of a more technical nature that the National Treasury intends to make as part...
We regularly advise and assist clients with South African tax matters. Do you need an opinion on the South African tax implications of a transaction or arrangement? Do you require assistance to resolve a tax dispute?