We believe that an audit process should be more than just assessing financial information and delivering annual financial statements. We carefully consider the unique elements of the business, and we take the time to understand the nature of the business and to identify solutions to make a real contribution to profitability.

We also believe that there is a great deal to be gained from the review of a business, which isn’t covered by the standard audit. We call this a value-added service. Our techniques are carefully coordinated and planned, and we deliver constructive management reports with practical recommendations.

Our objective:

To make an audit as painless as possible because we understand that the audit process runs parallel with the daily pressures of running a business. This means doing our best to fit in with your business strategies, causing minimum disruption, turning up on time and acting in a professional manner.

We ensure that our audits comply with the professional standards as set out by the Independent Regulatory Board for Auditors and that our methodology meets applicable international standards and regulations.

We offer you:

Statutory and non–statutory audits, independent reviews, compilations and agreed upon procedures of the following types of entities:

• Private Companies
• Not for Profit Companies
• Public Benefit Organisations
• Estate Agencies (trust and business)
• Attorney Trust Accounts
• Religious Organisations
• Schools and Tertiary Institutions

We also prepare annual financial statements in compliance with IFRS and IFRS for SME’s.

The accounting function is often too small to warrant its own role within a business. We offer ad-hoc and permanent accounting support to companies, close corporations, trusts and individuals.

Our objective

To ensure that our clients receive the best possible support and advice. Our first step is to gain a full understanding of your business, and then tailor our approach to your requirements so that we can provide exactly what you need, accurately and timeously.

We believe in quality and integrity, and we keep on top of local and international industry trends.

We offer you

• Accounting support
• Preparation of accounting records from source documentation through to trial balance
• Compilation of annual financial statements
• Preparation of monthly management accounts, including budgets and the monitoring of actual results against budgets
• Attending to the relevant monthly statutory reporting requirements

With tax regulations being under scrutiny like never before, the efficient and effective administration of your tax affairs is extremely important.

Our objective:

To continually keep abreast of changes in tax legislation and tax administration in order to assist you with any tax related matters, including those relating to:

• Personal Income Tax
• Corporate Tax
• Capital Gains Tax
• Dividend Withholding Tax
• Employees Tax (PAYE), UIF and SDL
• Value Added Tax (VAT)
• Security Transfer Tax
• Public Benefit Organisations
• Transfer Duty
• Donations Tax

We offer you:

• Registration of various tax types with SARS
• E-filing services
• Completion and submission of required tax returns (monthly or annual)
• Dispute resolution with SARS
• Calculation of taxes payable
• Advice on tax matters
• Tax clearance applications
• Tax compliance issues
• Audits performed by SARS

Statutory Compliance refers to the administrative function within a business that ensures good corporate governance, effective administration and compliance with legislated requirements that govern the business and industry.

Our Objective:

To offer a holistic, integrated approach to compliance, governance and company secretarial services to your business.

We offer you:

• Formation of companies and trusts
• Change of company/close corporation name, directors, shareholders, share capital, members’ interests, year ends etc.
• Preparation of minutes and resolutions and maintaining company, close corporation and trust statutory records and registers
• Submission of Annual Returns to CIPC
• Preparation and amendments to the Memorandum of Incorporation (MOI) , Trust Deeds and other documents of Constitution.
• We can also assist you to register for licenses and certificates necessary to legally run your business.

We provide complete governance and oversight of the financial activities and capital investment decisions of companies including funding sources and capital structuring.

Our objective

We understand the difficulties involved in running a business, and we know that business owners benefit from a second opinion on all sorts of matters – especially those that impact heavily on the bottom line.

Finance is one of the most significant aspects that a business must get right regardless of size. Finance must be reviewed objectively on a regular basis in order to meet its compliance and other targets.

Working Capital

Many businesses need additional funding to help keep things ticking over, whether it be arranged through an overdraft, loan, invoice discounting or even asset finance. We can help you decide what’s best for your circumstances, explore the options available and introduce you to the right people.

Leasing

More and more fixed assets are becoming available on lease terms. We can advise on the most appropriate methods and the taxation implications.

Capital Injections

If your business is looking to raise money for a new project or structured expansion programme, we can assist in considering the possibilities of bringing in venture capitalists or private investors, or even obtaining a government grant such as from the Department of Trade and Industry.

We offer you

• Business Valuations
• Property Valuations
• Mergers and Acquisitions
• Corporate Restructures
• Due Diligence Investigations
• Forecasting and Feasibility Studies
• Employee Share Incentives
• Exit Planning
• Business rescue process planning and administration, if required

Corporate finance is a very competitive area. Being an independent firm, we guarantee that we will offer you completely impartial and expert advice on various areas.

Have you considered operating more efficiently through digitation? Why work harder when you can work smarter and so much simpler? In a digital age, we help you to make technology work harder and move your business forward, faster.

Our objective
To make your life easier! We help small to medium businesses and entrepreneurs simplify important financial information by embracing best opportunities through technology. We provide uncomplicated practical advice so that you can focus on what is most important: managing your business for greater profitability and growth.

We offer you

• Support in your accounting function.
• Access to your accounting data in real-time: anytime, anywhere and on any device.
• Support from a dedicated MGI team of Certified Advisors who will help you move through the digital change to embrace the best opportunities for your business and its future.
• Producing reports using our available cloud tools to support your business decisions.
• We work with app-integrators to enhance Xero’s functionality for your business needs.

Payroll administration can be quite time consuming, especially considering the continuous changes as implemented by SARS on a regular basis. We are able to assist our clients by offering professional outsourced payroll support for businesses requiring weekly and/or monthly payroll administration in a cost-effective manner.

Objective

Providing our clients with a fully outsourced, end-to-end payroll administration function, using a secure, compliant and well-known payroll package, which ranges from data-capture to payroll completion and full payment administration to all payroll process beneficiaries. We provide a service that is reliable, cost-effective and SARS regulatory compliant.

We offer you

• Payroll processing and administration
• Calculation of PAYE, SDL and UIF and the completion and submission of monthly returns and the facilitation of payments to SARS and employees
• Email EFT payment list to clients, including amounts payable to third parties such as SARS, pension and medical aid funds
• Laser printed or electronic payslips for all staff
• Preparation of IRP5 and IT3 certificates
• Preparation and submission of bi-annual EMP501 reconciliations (EasyFile)
• The completion and submission of the Compensation Commissioner returns (OID)

Understanding the laws regulating individual and company taxes and finding efficient ways to lower tax liability, local and international, can be a complex task.

Our Objective

Making sure you don’t pay more tax than necessary and ensuring that your activities remain tax efficient. We consider the tax consequences of every transaction or investment you make.

It is a continuing process, and we will assist you with all aspects of taxation, advising you on the most appropriate ways to structure your affairs, whether personal or corporate, local or international.

We offer you

Our tax consulting division offers local and international tax services, including:

• Corporate and Individual Tax Planning
• Wealth and Capital Gains Tax Planning
• Trust Taxes and Attribution of Tax Planning
• Section 7C Planning and Restructures
• Corporate Restructuring for Dividend and Investment Planning
• Transfer Pricing
• Advice on Non-Resident Tax
• Advice on Expatriate Tax
• Exchange Control Guidance
• SARS disputes: VAT and Income Tax Expertise
• Advanced tax planning

We can register your business with all the necessary authorities and assist with managing tax risk as well as providing practical solutions for corporate, international, and indirect taxes. We also provide advice on structuring international investments and business operations.

Have peace of mind knowing your family wealth is protected and managed in a structured manner that suits your individual needs. We offer you a complete solution to managing the financial and investment side of your family’s affairs.

Our objective

To provide professional advice that is personal, with you and your family’s best interests in mind. We can ensure:

• More consistency between your financial goals and compliance obligations.
• Management that is up to date with tax, legal and regulatory changes.
• A reduced administrative burden and fewer external advisor costs.

We offer you

• Centralised Accounting and Administration
• Estate Planning
• Wealth Management
• Trust Administration
• Property Administration
• Management Accounts and Reporting
• Family Governance
• Administration and Management of Deceased Estates
• Account/Bill Paying
• Philanthropic Planning

We have access to private banking and private trust services as well as a broad array of investment management products to help you achieve your financial goals. Our team provides wealth management and investment solutions for individuals, families and businesses.

Estate planning forms an essential but complex part of personal financial planning. Everyone should carefully consider the way in which their affairs are ordered in an ever-changing financial and legislative environment.

We plan and oversee the preservation, management, and distribution of an individual’s assets after death while limiting estate taxes.

Our objective

To give you peace of mind knowing that what you’ve worked hard for, will be preserved.

We will take care of the complicated administration and tax obligations that come with administering estates and ensure a smooth transfer of assets to your beneficiaries.

We offer you

• Advice on Last Wills and Testaments and Codicils
• Planning the Liquidity of Estates
• Acting as Executors
• Administering Estates and Will Trusts
• Calculating Estate Duty and CGT Liability
• Acting as Curators
• Completion of Deceased Estate Tax Returns

We take into account your personal needs and requirements within the context of your priorities and preferences.

Have peace of mind knowing your wealth and affairs are protected and managed in a structured manner that suits your individual and business needs. We offer you a full solution.

Our objective

To provide professional advice that is personal with your best interests in mind. We can ensure:

• More consistency between your financial goals and compliance obligations.
• Management that is up to date with tax, legal and regulatory changes.
• A reduced administrative burden and fewer external advisor costs.

We offer you

• Property Administration:
  Property management and administration is the operation, control, maintenance, and oversite of real estate and physical property. We take responsibility for the day-to-day management of your residential, commercial, or industrial real estate to preserve the value thereof while generating an income on your behalf.

• Trust Administration:
  Trust administration, particularly the related tax and accounting issues, can be complex. Knowledge and relevant practical experience are therefore essential considerations when selecting a representative for you and your family in critical, and sometimes emotional matters, like trust and estate administration. Our services include:
  • Day-to-day Administration
  • Preparation of Annual Trust Accounts
  • Tax Compliance
  • Accounting for Assets and Investments
  • Advising Trustees with regard to Policies
  • Acting as Trustees
  • Advice on Trust Deeds
  • Acting as Executives in deceased estates
  • Estate Planning

• Management Reporting:
  Your business may need financial reporting assistance that is accurate, timeous and correct. We can ensure you accurate numbers to make better and timeous business decisions as well as to prevent cash flow issues.

Wealth management entails the process of putting together a financial plan that supports you in achieving your financial goals. We can assist by reviewing and reporting on your existing financial position to ensure you have the funds to meet your future short- and long-term goals. We provide wealth management solutions for individuals, families and businesses.

Our objective

Creating and preserving your wealth as a high-net-worth individual. We offer you a holistic approach to coordinate all the services needed to manage your money and plan for your current and future needs.

We offer you

• Capital and Wealth Reporting
• Financial and Estate Planning
• Cashflow Planning
• Valuation of Private Businesses, Properties and other Assets

We have access to a broad array of investment management products to help you achieve your financial goals. We have further developed associations with other independent consultants and service providers in Asset Management, Investment and Insurance. As a result, our clients are able to benefit from our combined skills and services.

Wealth Advisors:  Portfolio Bureau

Our clients have direct access to one of the best independent and authorised Financial Service Providers in the financial services industry. By providing quality financial advice and services to our clients, Portfolio Bureau ensures a holistic view of all your individual financial needs and objectives.

http://www.portfoliobureau.com/

Money Market: Legacy Nominees

Legacy Nominees is a wholly owned subsidiary of Portfolio Bureau and is an authorised Financial Services Provider (FSP No. 44280) with an external Compliance Officer and Independent Auditors. Legacy Money Market offers our clients a secure and stable way to invest money, while enjoying highly competitive returns.

www.legacynominees.co.za