Trust. Transform. Together.

CTBA Tax & Business Advisory helps clients reimagine their business through sound advisory services, established over the last 25 years.

If you are an ambitious entrepreneur and you are looking for a business advisory consultancy to help you level up your business, you have come to the right place.

We empower businesses of all sizes with management information and personalized wealth management services to grow and achieve their financial goals. Our collaboration allows us to offer tailored financial advice and investment solutions to meet the unique needs and aspirations of both individuals and businesses.

Whether you require specialized tax planning, consultation, business advisory, labor law advice, trust and estate administration, or expert wealth management services, we can assist. We have the expertise and experience to add true value to your business and guide you in finding solutions to your unique business challenges.

Our offerings are bespoke, with tailored solutions to suit your exact needs and budget. We pride ourselves on giving practical and direct advice, delivering solutions to help you efficiently and effectively manage your tax, business, and financial affairs

Services

Tax

  • Submission of various returns required by SARS
    (Annual Returns, Provisional Returns, Dividend Withholding Returns, etc.)
  • Registrations and Deregistrations
    (Individual, Companies, Trusts, VAT, PAYE, UIF, SDL and Customs)
  • Application requests
    (Tax Directive, Foreign Investment and Tax Clearance Certificate, etc.)
  • Ad hoc services
    (Penalty waiver, request for correction, dispute submissions to SARS, etc.)
  • SARS appointments
  • Advance Tax Planning
  • Domestic and International Tax Consulting

Business Advisory & Compliance

Bookkeeping and Management Accounting

  • Monthly Management reports
  • Cash Flow
  • Fixed Asset Register Maintenance
  • VAT

Compilation of Annual Financial Statements

  • Annual Financial Statements
  • Interim Financial Reports

Payroll

  • Generating of Payslips
  • Pay over employee salaries
  • Submission of monthly compliance returns
    (EMP201 – SARS, UI19 – Department of labour)
  • Submission of bi-annual EMP501 reconciliations
  • Registration’s (UIF and WCA)
  • Completion and submission of annual WCA returns

Wealth Management

Partnership with Anchor Capital

Wealth Management

We are excited to announce our partnership with Anchor Capital, one of South Africa’s leading wealth managers. Through this collaboration, we offer expert and personalized financial advice tailored to the unique needs and aspirations of our diverse clientele, which includes individuals, investment companies and businesses of all ages and wealth levels—from those just starting out to established, sophisticated investors.

Investment Approach

Anchor Capital’s investment approach is designed to fit each client’s individual tax framework, offering personalized service and quality investment insights within a culture of transparency and integrity. Our goal is to ensure clients have a comprehensive understanding of their investments and the associated risks. Anchor Capital’s methodology encompasses the creation of achievable plans that are continually re-evaluated to meet financial objectives.

Anchor Capital’s portfolio and solution offerings are crafted to meet the unique needs of our diverse client base, including managed local and global solutions, personal share portfolios, and portfolio analysis. Whether it’s retirement or discretionary investments, we are here to help you achieve your financial goals.

Services Offered

For Individuals:

  • Retirement annuities, pension and provident funds, and associated investments
  • Managed share portfolios – local and global
  • Access to the world’s best investment products and platforms
  • Tax-friendly high yield investment solutions and yield-enhanced products
  • Structured product advice
  • Holistic wealth management and estate planning advice
  • Global estate structuring solutions
  • Life policies and medical aid
  • End-to-end Forex solutions at the best rates (including single discretionary allowance, lifetime investment allowance, and asset swaps)

For Businesses:

  • Outsourced treasury function
  • Cash investment and yield enhancement
  • Corporate forex solutions at the best rates
  • Group risk policies – buy and sell agreements
  • Group pension fund investments
  • Group medical aid schemes

Why Partner with Anchor Capital?

We understand that every client has different needs and aspirations. Anchor Capital’s personalized advice covers financial and investment planning within our clients’ professional tax advice framework. Our partnership with Anchor Capital ensures that our clients have access to the best investment products and services, providing complete transparency and insight into every component of their portfolio.

By partnering with our clients on their wealth journey, we aim to ensure that their investments lead them to the financial destinations they envision. Whether you are an individual just starting out, an established investor, or a business looking for tailored financial solutions, we are here to support you every step of the way.

Go to Anchor’s website

Holistic Business Solutions

We are committed to the success of our clients’ businesses in the same way we are committed to providing a first class service.

Get in touch

Industries We Service

Trusts

Service Entities

Retailers & Wholesalers

Property & Investment Entities

Manufacturing & Engineering

Farming & Agriculture

Construction

Asset & Fund Managers

Co-operatives

Non-profit Organisations