Paarl

About us

Our Clients

Medium
Medium clients are mostly in manufacturing, agriculture or retail sectors. The type of business where shareholders are not normally involved in the day to day running of the business themselves, but employ management to do so.

Small
The typical owner-managed or family owned business; be that a farming operation, professional practice or one or other tourism operation.

Individuals
These clients range from the young to retired. Whether self-employed, working for a salary, or running a business across a wide range of industries and trades.

Our People

At BVSA Paarl, we try our best to employ, train and retain the best staff possible. Our employees include qualified chartered accountants, university graduates and many of them with years of experience in the industry. We are an equal opportunity employer and do not hesitate to employ people from all walks of life, if they meet our requirements for ability, ambition, and integrity. Our staff members have both the academic qualifications as well as the experience to properly do the job they are hired for.

Industries

Agriculture

The agricultural activities in the geographical area in which we operate cannot be underestimated. A lot of our clients have ties with farming and agricultural related operations. Most of these enterprises deliver products or services to farmers.

Farming

South Africa is well known for its farming operations; be that fruit, wine, wheat, barley, canola, dairy, cattle, sheep or ostrich farming. We like to think that we have excellent knowledge within the BVSA Group to advise clients involved in farming.

Non-profit organisations

We service a lot of churches, schools and other non-profit organisations, normally at a special discounted rate. In many instances, our staff members are actively involved with the management and giving advice to these organisations free of charge and in their private time. We see this as playing our part in community service.

Tourism

The importance of tourism in the areas we operate in, is on the increase. We know the impact the industry is already having, and will have, in future. We are therefore focused on servicing our clients involved in tourism, whether that be game lodges, guest houses, hotels, restaurants or travel agents and many more.

Manufacturing

The manufacturing industry will always be a key economic activity in any area. Normally they're the big job creators, many times within the unskilled labour market. Our clients vary from small owner-managed operations to big factories.

Retail

Covering a wide range of clients involved in the retail market, all varying in product and service. In the process, we also service clients with well-known brand names across the retail sector.

Professional practices

Architects, doctors, dentists, lawyers, physiotherapists and vets varying from one man to incorporated practices are all part of our client base.

Services

Investments

BVSA professionals are fully equipped to manage a client's total portfolio and advise on the necessary adjustments to ensure long term and sustainable growth in wealth.
We can assist with:

  • Share portfolio (offshore and local).
  • Retirement planning.
  • Already retired or retiring soon and need advice on investing / managing your pension.
  • Financial planning.
  • Saving for your children's education.
  • Investment in unit trusts, retirement annuities, living annuities.
  • Succession planning regarding trusts.
  • Tax planning.

Fiduciary

BVSA Paarl places great emphasis on the financial well-being of his individual clients. We believe in proper planning and creating the right structures to maximize wealth creation.

To achieve the above, we do estate planning and draw up wills, or assist in doing so. If so required by the client, we will act as executor in the estate.

We will also assist with the setting up of a trust and the administration thereof, including correspondence with the Masters office. If a client asks us to, we will act as an independent trustee.

Accounting & Payroll

BVSA Paarl can prepare financial statements of all entities, from sole proprietors; partnerships, trusts and close corporations to IFRS statements required by public companies.

Should you wish to outsource your monthly bookkeeping and administration like VAT, Payroll taxes and other statutory requirements, we can supply that service, including monthly management accounts.

Even your full payroll function, including the submission of statutory returns to SARS, can be outsourced to us.

Taxation

At BVSA Paarl our aim is to legally minimize a client's tax burden to the minimum. Proper planning of all taxes including Income Tax, VAT, CGT, Estate Duty and Donations Tax are done on an ongoing basis to keep the tax bill to a minimum.

We assist clients with the administration of the Income Tax and VAT processes to ensure full tax compliance and avoid unnecessary penalties and interest raised on non-compliance.

Estates

Ensuring that an estate pays minimum estate duty tax and will have enough cash to be able to pay all beneficiaries and creditors is very important. We assist with effective and efficient planning so that the estate duty payable can be minimized and the loved ones that our client leave behind can be well looked after.

Secretarial

Companies, close corporations and trusts can outsource their secretarial work to BVSA Paarl. We will run the full secretarial administration as required by the Companies, Close Corporation and Trust Property Control Acts and the applicable governing bodies like Cipro and the Masters office.

Contact

T +27 021 871 1837
F +27 86 605 7629
E paarl@bvsa.ltd

Physical Address

63 Main Road
Suider-Paarl
7646

Postal Address

PO Box 736
Noorder-Paarl
7623

Oor ons - Afrikaans

Ons Kliënte

Medium
Medium kliënte kom meestal voor in die vervaardiging-, landbou- of kleinhandelsektore. Die tipe besigheid waar aandeelhouers nie normaalweg self betrokke is by die dag-tot-dag bestuur van die besigheid nie, maar hulle stel bestuur aan om dit uit te voer.

Klein
Die tipiese eienaar-bestuurder besigheid of 'n besigheid wat besit word deur 'n familie; hetsy boerdery bedrywighede, professionele praktyke of een of ander toerisme bedryf.

Individue
Hierdie kliënte strek vanaf jong individue tot die wat afgetree is. Kan self in diens geneem wees, werk vir vergoeding of 'n besigheid bestuur oor 'n wye reeks industrieë en ambagte.

Ons Mense

BVSA Paarl probeer so ver moontlik om die beste personeel in diens te neem, op te lei en te behou. Ons werknemers sluit in; gekwalifiseerde geoktrooieerde rekenmeesters en gegradueerdes, waarvan meeste individue jare se ondervinding het in die industrie. Ons is 'n gelyke geleentheid werkgewer en huiwer nie daarin om individue in diens te neem vanaf alle lewenslope nie, solank hulle voldoen aan ons vereistes van vermoë, ambisie en integriteit. Ons personeellede het beide die akademiese kwalifikasies wat vereis word, sowel as die ervaring om die werk, waarvoor hulle in diens gestel word, behoorlik uit te voer.

Industrieë

Landbou

Die landbou aktiwiteite in die geografiese areas waarin ons bedryf, kan nie onderskat word nie. 'n Groot deel van ons kliënte het verbindings met die boerdery- en landbou-verwante bedrywighede. Meeste van hierdie ondernemings lewer produkte of dienste aan boere.

Boerdery

Suid-Afrika is bekend vir sy boerdery; hetsy dit vrugte-, wyn-, koring-, gars-, canola-, suiwel-, bees-, skaap- of volstruis boerdery is. Ons glo sterk daarin dat ons, as BVSA Groep, uitstekende kennis besit om kliënte wat betrokke is in boerdery, te adviseer.

Vervaardiging

Die vervaardiging industrie sal altyd 'n kern ekonomiese aktiwiteit wees in enige area. Hulle is gewoonlik die groot werkskepper, veral in die ongeskoolde arbeidsmark. Ons kliënte varieer vanaf klein eienaar-beheerde bedrywighede, tot groot fabrieke.

Nie-winsgewende organisasies

Ons lewer dienste aan baie kerke, skole en ander nie-winsgewende organisasies, gewoonlik teen 'n spesiale prys. In baie gevalle is ons personeellede aktief betrokke by die bestuur en gee hulle gratis advies aan hierdie organisasies, in hulle private tyd. Ons sien hierdie optrede as ons bydrae tot die gemeenskap.

Toerisme

Die belangrikheid van toerisme in die gebiede waar ons sake doen, is besig om toe te neem. Ons is bewus van die impak wat die industrie reeds ervaar en moontlik gaan ervaar in die toekoms. Ons is dus gefokus daarop om dienste te lewer aan ons kliënte wat betrokke is by toerisme; hetsy dit wildplase, gastehuise, hotelle, restaurante of reisagente is, asook vele meer.

Kleinhandel

Dek 'n wye verskeidenheid van kliënte wat betrokke is in die kleinhandel mark, wat varieer in produk en diens. In hierdie proses, lewer ons ook dienste aan kliënte met bekende handelsmerk name in die kleinhandelsektor.

Professionele Praktyke

Argitekte, dokters, tandartse, prokureurs, fisioterapeute en veeartse wat varieer vanaf 'n enkele persoon tot geïnkorporeerde praktyke, is almal deel van ons kliëntebasis.

Dienste

Beleggings

Ons BVSA professionele span is ten volle toegerus om na 'n kliënt se volledige portefeulje om te sien en advies te gee oor die nodige aanpassings om langtermyn en volhoubare groei van welvaart vir die kliënt te verseker.

  • Aandeleportefeulje (buitelands en binnelands).
  • Aftreebeplanning.
  • Reeds afgetree of gaan binnekort aftree en benodig raad rakende beleggings en die bestuur van u pensioen.
  • Finansiële beplanning.
  • Spaar vir u kinders se opvoeding.
  • Belegging in effektetrusts, aftree annuïteite, lewende annuïteite.
  • Opvolgingbeplanning van toepassing op trusts.
  • Belastingbeplanning

Fidusiêr

BVSA Paarl plaas groot klem op die finansiële welstand van sy individuele kliënte. Ons glo in behoorlike beplanning, asook in die skep van die regte strukture, sodat welvaartskepping gemaksimeer kan word.

Ten einde die bogenoemde te bereik, doen ons boedel beplanning en stel testamente op, of help in die uitvoer daarvan.

Ons sal ook hulp verleen met die oprigting van 'n trust en die administrasie daarvan, insluitend korrespondensie met die Meester van die Hooggeregshof se kantore in die onderskeie provinsies. Indien 'n kliënt ons vra, sal ons optree as 'n onafhanklike trustee.

Rekeningkunde

BVSA Paarl kan finansiële state voorberei vir alle entiteite, vanaf alleen eienaars, vennootskappe, trusts en beslote korporasies, tot IFRS state wat vereis word deur openbare maatskappye.

Indien U die maandelikse boekhouding en administrasie wil uitkontrakteer, soos BTW, betaalstate en ander statutêre vereistes, kan ons daardie diens voorsien, insluitend maandelikse bestuursrekeninge.

U kan selfs die betaalstaat funksie, insluitend indiening van statutêre opgawes aan SARS, aan ons uitkontrakteer.

Belasting

BVSA Paarl se doel is om 'n kliënt se belastinglas wettig te minimeer. Daar vind deurlopend beplanning van alle belasting plaas, insluitend Inkomstebelasting, BTW, KWB, boedel verpligtinge en skenkingsbelasting en word gedoen op 'n deurgaande basis ten einde die belastingrekening tot 'n minimum te hou.

Ons verleen hulp aan kliënte met die administrasie van die Inkomstebelasting- en BTW prosesse, sodat volle belasting verpligting verseker word en om onnodige boetes en rente te vermy weens nalatigheid.

Boedelbeplanning

Om seker te maak ‘n boedel betaal die minimum boedelbelasting en dat daar genoeg kontant beskikbaar is in die boedel om begunstigdes en krediteure te betaal is baie belangrik. Ons help graag met effektiewe en doeltreffende beplanning, sodat boedelbelasting geminimaliseer word en die geliefdes wat ons kliënt agterlaat goed versorg word.

Sekretarieel

Maatskappye, beslote korporasies en trusts kan hulle sekretariële werk aan BVSA uitkontrakteer. Ons sal die volle sekretariële administrasie uitvoer, soos vereis deur die Maatskappy-, Beslote Korporasie- en Trust Eiendom Beheer Wette en die toepaslike beheerliggame soos Cipro en die Meester van die Hooggeregshof.

Kontak

T +27 021 871 1837
F +27 86 605 7629
E paarl@bvsa.ltd

Fisiese adres

Hoofstraat 63
Suider-Paarl
7646

Posadres

Posbus 736
Noorder-Paarl
7623