HOW WE WORK
We have your financial interests at heart. For this reason, we offer a holistic business solution making us your one-stop financial and tax advisory. We work so that your money can work for you.
Our first stage involves setting up an appointment to discuss your needs and expectations. If you’re satisfied, you sign our mandates which allow us to give you the service you deserve.
In the appointment, we tailor-make an income plan that covers your income tax, past and present, your company membership, retirement annuity, assets, and estate value; to determine how we can help save you money.
As a client, you are now on your way to the financial independence you’ve always dreamed of!
To date, we have assisted thousands of clients in having the kind of life they’ve always wanted and it’s owed to every client referral. We appreciate every single one that’s kept the ball rolling!
Individual and corporate tax consulting and compliance is the cornerstone of our service offering. Our team of qualified tax consultants are skilled in assisting you with:
Personal Tax Compliance (Including ex-pats)
- Income Tax Submissions
- Provisional Tax
- Capital Gains
- Disputes
Corporate Tax Compliance
- Income Tax Submissions
- Provisional Tax
- Value Added Tax
- Payroll Taxes (PAYE, SDL, UIF) Dividends
- Disputes
OTHER SERVICES
Our holistic service offering includes:
CONTACT PAYROLL SERVICES
LTC fulfils the payroll function for the contractors with the objective of removing additional responsibilities from recruitment agencies/vendors for:
The structure of taxes issuing of IRP 5’s.
Monthly payment advice taking into consideration voluntary tax deductions [PAYE] and issuing of tax certificates annually.
You can rest assured that Bobby Brokers [Pty] Ltd has tax clearance on all tax issues.
Financial Planning
Our advice gives peace of mind and financial freedom well into your golden years with:
Retirement annuities.
Diverse investment options.
Medical aid plans and more.
BEE SERVICEs
In partnership with Malfin SA, we provide customized B-BBEE Services
Ownership
Management Control
Skills Development
Enterprise & Supplier development
Socio-economic development
ACCOUNTING & BOOKKEEPING
Our bookkeeping and accounting services include:
Monthly and ad hoc processing of client books.
Monthly review of trial balances
Preparation of monthly management accounts.
Preparation of budgets, cash flow reports, and forecasts.
Pastel accounting installation and initial setup.
Liaising with SARS
Tax clearance certificates/ letters of good standing.
Accounting systems
Financial management advice
Financial reporting (IFRS and IFRS for SME’s).
Overseeing clients’ accounting needs
Company valuations.
New Private company registrations
Amendments to existing company registration documents
Company conversions
WILLS, TRUSTS & ESTATES
Paralegal services are provided within the relevant legal parameters and laws governing the same:
Drafting and Structuring of Wills.
Drafting, Registering, and Administration of Trusts.
Protection and preservation of assets for future generations.
Protection of the interests of minors.
Protection of persons that cannot take care of their own affairs e.g. people with disabilities and the elderly.
Management and Trusteeship of Trusts.
Administration and Execution of Estates.
Contracts involving Civil matters.
Management of Rental properties.
SOLUTIONS FOR SUCCESS
We create powerful learning experiences for your staff using strength Deployment Inventory (SDI):
Critical challenges facing every organization today include:
Leadership
Engagement
Culture
Performance
THE TONY LUBBE GROUP offers comprehensive capabilities and deep industry knowledge necessary to help you solve the most complex issues of your organization. Also on offer are services that include:
Consulting
Coaching
Training
We also offer DISC profiling services, which are essential for every organization as it helps with finding the right people for the right job through profiling from the very first step, which is recruitment.
AFFILIATED PARTNERS
