PRACTICE AREAS

PRACTICE AREAS (5)

Estate Planning Services

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Responsible estate planning can go a long way in ensuring that your finances and assets are ideally managed and distributed in the event of your death. It can also ensure that your loved-ones are adequately provided for and that proper care is taken after you have gone. With a sound understanding of related legal processes, we can assist you with comprehensive and mindful estate planning, including drawing up Wills and Trusts.

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Advisory Services

When facing important strategic decisions, it helps to have the advice and assistance of someone with proven expertise, experience, and an external business perspective. Do you know the true potential of your business? And do you know how to access or interpret the management information you need to get answers? At Positive Trends Financial Services our advisory team can source and analyse critical management information to assist your business with the strategic decision making process.

We advise our clients and implement systems to ensure that they have the information they need for future growth. The failure of many a business is mainly due to a lack of accurate management information and the knowledge to interpret it. Our team will show you how to transform every project or venture you tackle, radically, and how to do so with innovation and enthusiasm.

With our expertise in strategic financial analysis, we prepare our clients to be able to use financial and operational data effectively. This can be applied in a variety of critical decision-making contexts, whether the focus is on your own company's performance or on potential acquisitions, competitors or partners.

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PRACTICE AREAS

 

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TAX

Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative.

You as a clients can rely on us to meet this need in a proactive and cost effective manner.[/col] [col class="span4"]

ACCOUNTING

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts.

We are geared to undertake this function in a professional and cost effective manner.[/col] [col class="span4"]

ADVISORY

When facing important strategic decisions, it helps to have the advice and assistance of someone with proven expertise, experience, and an external business perspective. 

At Positive Trends Financial Services our advisory team can source and analyse critical management information to assist your business with the strategic decision making process.[/col] [/row] 

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PAYROLL

Positive Trends provides clients with a cost effective payroll solution with complete peace of mind. With ever changing Labour and SARS requirements, by outsourcing your payroll to Assign, you are assured that your employees are paid accurately on time, every time, and that all your monthly and annual returns are submitted correctly and that you are fully compliant.[/col] [col class="span4"]

ESTATE

Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the Taxman when you die, rather than leaving it to provide for your loved ones.

Because much as you may not want the Taxman to benefit from your death, estate duty lies in wait to pounce on the assets of the unwary.

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TAXATION SERVICE

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Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative. You as a clients can rely on us to meet this need in a proactive and cost effective manner.
Our services include:

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CORPORATE TAX

  • Income Tax Return
  • Verification of Assessment
  • Objection against assessment
  • Tax Clearance Certificate
  • Sorting out Tax Clearance Issues
  • Provisional Tax Returns
  • Calculation of Capital Gains Tax
  • Withholding Tax on Dividends[/col] [col class="span6"]

INDIVIDUAL TAX

  • Income Tax Return
  • Verification of Assessment
  • Objection against assessment
  • Tax Clearance Certificate
  • Sorting out Tax Clearance Certificate issues
  • Provisional Tax returns
  • Calculation of Capital Gains Tax

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INDIRECT TAX

  • VAT201 Returns
  • EMP201 Returns (PAYE, SDL, UIF monthly submissions)
  • EMP501Returns (PAYE, SDL, UIF Reconciliation)

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TAX COMPLIANCE

  • Completion and submission of statutory provisional and annual tax returns as well as individual and trust provisional and annual tax returns
  • Monitoring the status of our clients' compliance obligation
  • Processing of registrations for all forms of taxation
  • Application for tax clearance certificates
  • Transfer duty submissions
  • Dividends tax declaration
  • VAT, PAYE, UIF and Regional Services Levies

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ACCOUNTING SERVICES

images-11Are you tied down by doing in-house accounting functions that don't allow you the time to focus on your core business and cash flow?

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts. We are geared to undertake this function in a professional and cost effective manner. We are committed to providing our clients with excellent professional business service in accounting, with our core values as the underpin.

The Accounting serviceses are made up of two options, annualy and monthly. The monthly service is known as the "Rolls Royce" service offering from Positive Trends Financial Services. 

The services include the following:

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Monthly Service

  • Monthly Accounting Fee
  • Customer Invoices
  • Customer Credit Notes
  • Supplier Invoices
  • Supplier Return & Debits
  • Bank Statement Transactions
  • Petty Cash Transactions (including Cash on Hand)
  • Reconciliation of Bank Statement
  • Payroll Journals
  • Depreciation Journals
  • Lease Interest Journals
  • Inventory Journals
  • General Journals
  • Compiling of Monthly Financial Statements
  • Management Meeting every month
  • Keeping record of Fixed Asset Register
  • Reconciliations of Debtors Accounts
  • Debtor Account Statements
  • Age Analysis for Debtors
  • Reconciliations of Creditor Accounts
  • Creditor Account Statement and Payment Request
  • Age Analysis for Creditors

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Annual Service

  • Data Processing
  • Payroll Journals
  • Depreciation Journals
  • Lease Interest Journals
  • Inventory Journals
  • General Journals
  • Keeping record of Fixed Asset Register
  • Compiling of Annual Financial Statements
  • Minutes of Meeting
  • Audit Pack for External Auditors[/col]

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