Trust Services

We offer an all-inclusive range of trust company services which includes the drafting of wills, administration of deceased estates and estate planning. With careful financial planning we strive to minimise your tax, make provision for liquidity, financial security, retirement, assets and business succession planning.

Services include: 

  • Assist you in how to use and optimise Xero for your organisation
  • Accurate tax, UIF and SDL calculations (Emp201).
  • Automatic calculation of normal time, overtime and leave pay.
  • Printing of professional payslips for each employee.
  • Generating electronic IRP5s at the end of the tax year.
  • Keeping records of loans and garnishee orders.
  • Cash, EFT or cheque payments to employees, and the administration thereof.
  • Electronic interface to banking system, e.g. Cash Focus.
  • Integration with most accounting software.
  • Leave administration.
  • Regular backups with offsite storage capacity
  • CIPC annual returns for both, companies and close corporations.
  • Name reservations and name changes for both, companies and close corporations.
  • Changes in directors, the public officer, the registered addresses, the year end, and the auditors of a company.
  • Changes in the members, the public officer, the registered address, the year end and the accounting officer of a close corporation.
  • Changes to the Memorandum of Incorporation of a company.
  • Special resolutions.
  • Transfer, allotment, increase and buyback of shares.
  • Declaration of dividends for both companies and close corporations.
  • Conversions from a close corporation to a company.
  • Deregistration of companies and close corporations.
  • Calculation of provisional tax liabilities and submission of the required returns.
  • Calculation of annual Income Tax returns and submission of these returns.
  • Review of income tax assessments issued by SARS.Lodging objections, appeals and alternative dispute resolutions with SARS.
  • Calculation of employees’ tax liability and submission of the required returns.
  • Calculation of VAT liability and submission of the required returns.
  • Registration for Income Tax.
  • Registration for Value Added Tax (VAT).
  • Registration for Employees’ Tax.
  • Obtaining tax clearance certificates.
  • Obtaining tax directives.
  • General tax queries.
  • Tax opinions.
  • Tax planning.

Somerset Links Office Park
Second Floor, Valderrama Building
Somerset West

Tel: 021 891 0552 / 084 960 2228
Fax: 086 72 66 665
Email: jean@dejonghacc.co.za