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Tax Services Garden Route, Mossel Bay Financial Services, Financial Planning Mossel Bay,Retirement Planning Garden Route

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Tax Services Garden Route, Mossel Bay Financial Services, Financial Planning Mossel Bay,Retirement Planning Garden Route
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info@jdvr co za,services,paia,meet our team,jd van renen,ceo and founder,jody marthinus,trainee accountant,francois burger,othelia van zyl,admin manager,henriette ferreira
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Home | jdvr.co.za Reviews

https://jdvr.co.za

Tax Services Garden Route, Mossel Bay Financial Services, Financial Planning Mossel Bay,Retirement Planning Garden Route

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jdvr.co.za jdvr.co.za
1

Tax Planning

http://jdvr.co.za/tax-accounting/tax-planning

Doing proper tax planning. Looking into ways to minimise income tax. Minimising estate duty and CGT. Using business entities to minimise the tax you have to pay. Advice on tax saving strategies before tax year end. Planning retirement in advance to minimize taxes. Completing and submitting your annual and provisional tax returns via e-filing. Handling all correspondence and queries with SARS.

2

Business Assurance

http://jdvr.co.za/personal-financial-planning-2/business-assurance

ADVICE ON USING THE CORRECT BUSINESS STRUCTURES. Considering a company or a close corporation to operate your business. Advice on using a trust to build your personal estate. Optimising income tax by using the correct entities. Minimising estate duty and CGT by putting growth assets in the correct entities. BUY and SELL ASSURANCE. All directors or members, whatever business they may be in, will sooner or later be required by a financial institution to sign as surety or co-principal debtor (guarantor) for...

3

Short Term Insurance

http://jdvr.co.za/personal-financial-planning-2/short-term-insurance

We are qualified to advise you on your Short Term Risk planning in the following areas:.

4

Investment Planning

http://jdvr.co.za/personal-financial-planning-2/investment-planning

Advice on building up an estate. Creating a balanced portfolio using all asset classes. Advising on a share portfolio, unit trusts, off-shore investments, property and interest bearing investments. Making investments for retirement. Helping you to grow your business. To build your personal investment portfolio. Analyse your personal situation and advising accordingly. Report back to you on a regular basis. Giving advice on and managing your pension fund. Getting quotations for the best interest rates.

5

Accounting

http://jdvr.co.za/tax-accounting/accounting

Processing of financial transactions. Proper bookkeeping from source documents. Using QuickBooks bookkeeping program. Bank, credit and cash transactions. Processing of debtors, creditors, stock and general ledger transactions. Keeping proper audit trails for audit and tax purposes. Business administration using e-filing for completion of returns for:. VAT, PAYE, SDl and UIF. Preparation of monthly management statements. Drafting of annual financial statements. Founding close corporations and trusts.

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27 (0)44 695 1670. Mon - Fri 8:00 - 17:00. Van Renen Burger Group. We provide professional accounting, tax, and other financial services in the Garden Route. We are situated in Mossel Bay. Jody Marthinus BAH Business Studies CTI Education Group Durbanville (2010) B Compt 2nd year Trainee Accountant Joined our Accredited Training Centre April 2015. Othelia van Zyl Admin Manager Short Term Broker Joined Van Renen Financial Services August 2011.

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