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...
What awaits corporate taxpayers in the 2023? The National Treasury published the draft proposals for tax amendments for the 2022 legislative cycle on 29 July 2022. These give taxpayers an indication of the changes to expect at the end of 2022 (click here for the...
In Commissioner for the South African Revenue Service v Capitec Bank Limited (94/2021)  ZASCA 97 (21 June 2022) the Supreme Court of Appeal ruled that Capitec Bank Limited (‘Capitec’) could not deduct input tax in respect of loan cover payouts to borrowers. This...
Managers who advise and manage the affairs of others, for example, their investments or businesses, often charge management fees for those services. This is not unusual or out of the ordinary. In a tax context, certain arrangements that are labelled as management...
The reduction in South Africa’s corporate tax rate to 27% coincides with two base-broadening measures that come into effect at the same time as the reduced rate. I considered the changes to the utilisation of assessed losses in an earlier article. This article...
The reduction in the corporate tax rate to 27% triggers the effective dates for two sets of amendments made during 2021. One of these amendments relate to the utilisation of assessed losses carried forward by companies. This article provides a brief overview of the...
The National Treasury published the 2022 Budget Review on Wednesday 23 February 2022. Amongst others this document sets out the tax proposals for the year ahead. This article briefly highlights some of these proposals and announcements that affect corporate taxpayers....
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?