Alliances 2017-06-02T09:04:38+00:00

Alliances

Zeelie network

TWO IS BETTER THAN ONE

During the past years we realised the importance of providing further specialised services to our clients.

After careful consideration it was decided that these services would be best provided by the relevant specialists and consequently alliances were formed with the following entities:

CST Governance logo

CST Governance

CST Governance specialises in corporate governance services which includes the following:

  • Corporate governance audits, training and consulting. This includes Sarbanes Oxley, King ii and King iii, Companies Act, JSE Listing Requirements, etc.

  • Company secretarial matters, including formation of companies, close corporations and trusts, and the maintenance of statutory company registers, all done from our premises.

  • Acting as company secretaries of several clients which include listed entities.

Click here to visit their website.

PRS Management Logo

PRS Management

PRS Management specialises in accounting matters which includes payroll administration, monthly accounting reporting to clients, software training, etc.

Click here to visit their website.

Liam tax consulting logo

Liam Tax Administrators

Liam Tax Administrators specialises in all tax administration matters which includes registrations, tax calculations and submissions, dealing with queries, objections, ADR, assessments, etc. Their staff visits SARS constantly and have a high success rate to resolve issues promptly on behalf of clients.

Liam Tax Administrators Pty Ltd was established in 2011 and its primary function was to take over the tax administration and other tax work from Zeelie Auditors for its own risk and reward.

Since the introduction of the Tax Administration Act and the introduction of E-Filing by SARS, tax administration has changed materially. Furthermore, SARS’s procedures and effectiveness also changed and we had to re-think how to best service our clients’ needs. We therefore have 2 dedicated staff members who visit SARS at least 2 times a week to resolve a variety of issues. These staff members have fixed appointment dates, and they need to utilise all of the time allocated for the meeting by SARS to resolve issues. These issues mainly involve incorrect assessments, getting SARS to amend addresses, resubmit documents, following up on repayments of taxes, registration of tax payers and VAT Vendors, and similar administrative errors that are increasing at an alarming rate.

We assist, prepare and submit on behalf of our clients a wide range of returns and documents to SARS, these include but are not limited to:

  • annual tax returns, provisional returns; dividend tax returns;
  • extensions, objections and appeals;
  • registration documents for the various types of taxation, i.e. Income Tax, PAYE, UIF and SDL.

Liam has appointed a Tax Manager, Mrs Roelien Hoogendyk, Professional Accountant SA, who was previously employed by Zeelie Auditors as an Audit Manager. She completed her HDip Tax through the International Institute for Tax and Finance, and will continue with studies on Global Transfer Pricing. She will assist in all tax related queries and opinions.

Herewith a highlight of some of the services offered by Liam:

  • Personal Income Tax (administration, consulting etc.)
  • Corporate Tax (administration, consulting etc.)
  • Advisory and Tax opinions
  • Consulting and Compliance
  • Indirect Tax
  • International Tax
  • Global Transfer Pricing Services
  • Dispute Resolutions
  • Assistance with Tax Audits
  • Negotiating Tax / VAT Settlements with SARS
  • Income Tax Registrations
  • Capital Gains Tax
  • Emigration Tax Clearance Applications
  • Tax Clearances for Tenders and Good Standing
  • Handling of Objections and Notices of Appeal against Assessments
  • Tax Training services
Zeelie consulting logo

Zeelie Consulting

Zeelie Consulting specialises in Information Technology audit/assessment. These audits/ assessments focusses on the examination of the controls surrounding an entity’s IT environment to determine whether they have been designed to maintain data integrity, safeguard information assets, utilise resources effectively, allow organisational goals to be achieved effectively and are operating as intended by management.  IT audits/assessments may be performed in support of a financial audit (external audit), as part of an internal audit, or other form of assurance engagement.

Types of IT audits/assessments

IT GOVERNANCE REVIEWS & RISK ASSESSMENTS

More about our offering:

IT governance is the responsibility of the board and is discharged through executive management. It is an integral part of organisational governance and consists of leadership, organisational structures and processes that ensure IT related decisions are made in line with the organisation’s strategies and objectives; IT related processes are overseen effectively and transparently, compliance with legal and regulatory requirements is confirmed, and governance requirements for board members are met.

ICT LEGAL COMPLIANCE

More about our offering:

This entails the review of existing information security policies and practices against key regulations and Acts (e.g. POPI, PAIA,) to gain assurance as to their adequacy and appropriateness in mitigating financial, operational, and regulatory as well compliance risks that the organisation is susceptible to.

IT GOVERNANCE REVIEWS & RISK ASSESSMENTS

More about our offering:

IT governance is the responsibility of the board and is discharged through executive management. It is an integral part of organisational governance and consists of leadership, organisational structures and processes that ensure IT related decisions are made in line with the organisation’s strategies and objectives; IT related processes are overseen effectively and transparently, compliance with legal and regulatory requirements is confirmed, and governance requirements for board members are met.

IT governance controls give comfort on management control and oversight over the IT function and its activities. IT governance considers the alignment of IT objectives with business or corporate objectives, establishment of an IT oversight structure, IT risk management, IT performance management, IT service delivery and resource management.

ICT BENCHMARKING AND GAP(MATURITY) ASSESSMENTS

More about our offering:

ICT Benchmarking and maturity assessment is the measuring of the organisation’s ICT practices and progress against best in class organisations of the similar size and structure with a view to improving the organisation’s own practices.

APPLICATION CONTROL REVIEWS

More about our offering:

A review of application controls will cover an evaluation of the transaction life cycle from data origination (pre input), input, processing and output as follows:

  • Data origination controls;
  • Input controls;
  • Processing controls;
  • Output controls;
  • Interface controls.

IT GENERAL CONTROL REVIEWS

More about our offering:

IT General controls relate to the environment within which automated application systems are developed, maintained and operated , and typically apply to all application systems operating in that processing environment. They ensure the proper development, implementation and maintenance of all automated applications, and the integrity of program and data files and of computer operations.

PROJECT REVIEWS (PRE- AND POST IMPLEMENTATION)

More about our offering:

A project management framework/methodology ensures projects follow a consistent documented approach and minimise the risk of project failures or systems that do not meet user requirements.

TECHNICAL REVIEWS

More about our offering:

Technical reviews is the review of IT platforms such operating systems, databases and networking infrastructure in order to evaluate the adequacy and effectiveness of the logical controls(for example password settings and audit logging) implemented by management on these platforms.

DATA ANALYTICS

We apply qualitative and quantitative techniques and processes to enhance your productivity and business gain. Data is extracted and categorized to identify and analyse behavioural data and patterns and draw conclusions about the information they contain.

BUSINESS PROCESS REVIEWS

We evaluate your current practices and identifying enhancements and opportunities with the aim of optimizing business operations and improving corporate performance.

IT ADVISORY SERVICES

We offer guidance on appropriate strategies for acquiring and implementing IT services and help to ensure that effective controls are implemented.

SA estate administrators & trustees logo

SA Estate Administrators & Trustees

SA Estate Administrators and Trustees specialises in administration of deceased estates, estate planning, acting as independent trustees and related matters.

zeelie-alliances

Let us find a solution to what keeps you awake at night.

We are continuously working together with a variety of other firms on a worldwide basis, and continuously strive to build new relationships to provide a more complete, professional and effective service to our clients.