Our Holistic Approach to Your Finances is Aimed at Creating and Preserving your Wealth

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

Depending on your tax bracket, you can save up to 45% per annum.

Ts and Cs apply

OTHER SERVICES

Our holistic service offering includes:

CONTRACT PAYROLL SERVICES

LTC fulfills the payroll function for the contractors with the objective of removing additional responsibilities from recruitment agencies/vendors for:

CONTRACT PAYROLL SERVICES

    • The structuring 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.

ACCOUNTING & BOOKKEEPING

Our bookkeeping and accounting services include:

ACCOUNTING & BOOKKEEPING

  • 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. 

WILLS, TRUSTS & ESTATES

  • 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)

SOLUTIONS FOR SUCCESS

  • Critical challenges facing every organization today include:

    • Leadership 
    • Engagement
    • Culture 
    • Performance

    THE TONY LUBBE GROUP offers the 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.

FINANCIAL PLANNING

Our advice gives peace of mind and financial freedom well into your golden years with:

FINANCIAL PLANNING

  • Retirement annuities
  • Diverse investment options
  • Medical aid plans and more

BEE SERVICES

In partnership with Malfin SA, we provide customized B-BBEE Services

BEE SERVICES

  • Ownership
  • Management Control
  • Skills Development
  • Enterprise & Supplier development
  • Socio-economic development

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 hundreds 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!

AFFILIATED PARTNERS