BDV Platinum - Chartered Accountants

By: Bdv Platinum  11-11-2011
Keywords: Investments, Financial Planning, Risk Management

AUDITING
Registered accountants and auditors
Advice on risk management and internal controls
Special assignments

ACCOUNTING

Processing of financial transactions


Business administration including all statutory requirements


Preparation of monthly management accounts


Drafting of annual financial statements


Preparation of budgets and cash flow statements


Secretarial work for companies, close corporations and trusts

TAXATION

Implementing tax planning strategies


Income tax administration


VAT administration


Administration of Payroll taxes


Planning for Estate Duty and CGT

WILLS

Drawing up of wills


Advice on bequests


Acting as executor or trustees in deceased estates


Proper systems for safekeeping of wills


Regular assessment of wills


Other issues

PROPERTY

Structure of property related transactions and


Taxation thereof

SECRETARIAL SERVICES

Formation of and changes to Companies, Trusts, Closed Corporations (cc's)

RISK MANAGEMENT
Analysing your risk
Short term insurance

INVESTMENTS

Assessment of goals and resources


Preparation of personal financial plan to meet goals


Ongoing management of portfolio


Money market and cash investments


Offshore investments

FINANCIAL PLANNING

An analysis of your personal financial position


Advice on using the correct business structures


Drawing up of a retirement plan


Putting in place an investment plan


Doing a proper estate plan


Minimising of taxes

 

Keywords: Financial Planning, Investments, Risk Management, Wills