AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British...

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Business Profile AJMIV (Pty) Ltd Suite 1408, Portside Building, 4 Bree Street Foreshore, Cape Town T: +27 (21) 202 1220 E: [email protected] Reg. no. 2015/224738/07 www.ajmtax.co.za M TAXPAYER CENTRED ADVICE

Transcript of AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British...

Page 1: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

Business Profile

AJMIV (Pty) Ltd

Suite 1408, Portside Building, 4 Bree Street

Foreshore, Cape Town

T: +27 (21) 202 1220

E: [email protected]

Reg. no. 2015/224738/07

www.ajmtax.co.za

MTAXPAYER CENTRED ADVICE

Page 2: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

What we o�er

Summary of services

AJM is a specialist tax consulting firm which o�ers a wide

spectrum of local and international tax related services. Our

areas of speciality include income tax, VAT, estate duty and

tax administration.

The increased complexity of the South African tax landscape

has over time necessitated such a specialist approach, and

against this background AJM provides its clients practical

solutions to achieve their commercial goals.

AJM has an excellent record of successfully handling

tax disputes which we attend to in the Tax Board and

Tax Court on behalf of our clients, in conjunction with

their attorneys and/or auditors.

Our team’s expertise includes restructuring of a�airs,

which ensures that existing commercial and family

structures may be restructured in a responsible yet tax

e�cient manner.

As registered tax practitioners with a variety of

academic and professional qualifications, AJM is the

designated firm to provide opinions concerning the tax

consequences of identified transactions.

DISPUTE RESOLUTION

OPINIONS

STRUCTURING

We also assist with compliance related requirements,

which include tax registrations, preparation and filing of

annual and provisional tax returns.

TAX COMPLIANCE

Page 3: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

Day to day

Drafting and filing of objec-

tions and appeals

REGISTERING

DISPUTESAdvising on the tax conse-

quences of transactions

GENERAL

Proposing tax e�ective

solutions for existing family or

corporate structures

GROUP

REORGANISATIONS

Bringing procedural applica-

tions at the Tax Court

TAX

LITIGATIONDrafting of detailed, legally

privileged tax opinions

SPECIFIC

TRANSACTIONSDrafting exchange control

applications to the Reserve

Bank

EXCHANGE

CONTROL

Engaging in settlement

discussions with SARS

SETTLEMENT

Assisting with tax registra-

tions, updating of registered

particulars, and related

compliance requirements

GENERAL

Preparing and filing annual,

provisional and dividends tax

returns for individuals, trusts,

companies and close corpora-

tions

TAX

RETURNS

Preparing the required tax docu-

mentation to ensure compliance

with South African law of tax on

your transactions

TRANSACTION TAX

COMPLIANCE

Identifying international tax

consequences for

cross-border transactions

INTERNATIONAL

TAXATION

Advising families on the most

appropriate estate planning

structures

FAMILIES

Page 4: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

The Team

Dr. Albertus Marais Director

After attaining the BAcc.LLB degree at Stellenbosch University, Albertus

continued his postgraduate studies at the Universities of Cape Town and Preto-

ria, whereafter he joined PwC’s corporate and international tax team. He was

thereafter appointed by the Wiese family’s Titan Group as its head of tax,

whereafter he established the AJM tax consultancy business. During this

period he also had the opportunity to gather experience as listed company

board member.

Albertus holds the Doctor of Laws qualification, is a chartered accountant and

an admitted advocate of the High Court of South Africa.

As tax consultant he considers it important to remain academically involved

and in pursuance of this Albertus regularly publishes articles in academic

journals. He also lectures at Stellenbosch University’s MAcc (Tax) course in

corporate restructures and tax avoidance while also reviewing dissertations for

the University of Cape Town. Albertus is the inaugural chair of the “Young IFA

Network” in South Africa, a role which he assumes within the broader “Interna-

tional Fiscal Association” (IFA). He also acts as peer reviewer for the De Jure

and Stellenbosch Law Review publications and is the treasurer for the SA

Children’s Home.

Pieter J.V Rensburg Director

Pieter holds the BAcc.LLB degree from Stellenbosch University. His post-

graduate qualifications include a HonsBCompt from the University of South

Africa and the MAcc (Taxation) degree from Stellenbosch University. He

completed his articles and qualified as a chartered accountant with PwC, and

continued in the practice as an audit manager for a number of years, after

which he joined PwC’s corporate and international tax team in Cape Town. He

is an admitted advocate of the High Court of South Africa.

After public practice, Pieter was in commerce in the local divisions of Austri-

an based Red Bull and the Italian Campari Group, where reporting, transfer

pricing and financial management were core to his role. Pieter is a member of

the Institute of Directors of Southern Africa which focuses on corporate

governance and the development of non-executive directors and holds the

Certified Director designation.

Currently Pieter serves on the board of SAIT and acts as company secretary

for the listed entity, Tradehold Limited.

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Page 5: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

The Team

De Wet de Villiers Director

De Wet holds the BAcc.LLB degree from Stellenbosch University. De Wet

joined PwC’s corporate and international tax team in Cape Town as a Tax

Consultant in 2011. During his time at PwC he provided tax consulting services

to various local and multinational groups which included advice on group

restructurings, mergers and acquisitions, capital gains tax and share incentive

schemes. He is an admitted advocate of the High Court of South Africa.

In 2014 De Wet joined Imperial Logistics to head up its commercial and legal

team with his main focus area being mergers and acquisitions in Africa. During

his time at Imperial Logistics De Wet was responsible for the set up of the

central legal department and company secretarial function for the African

operations and during 2018, partnering with Exigent, won the Innovation

Award at the African Legal Awards.

De Wet currently focuses on group restructuring as well as mergers and acqui-

sitions and has a keen interest in legal technology and innovation.

Megan Japhtes International Tax Manager

Megan holds the BAcc.LLB degree from Stellenbosch University. In 2012, Megan

commenced her two year internship within PwC’s Tax Academy and after the

successful completion she joined PwC’s corporate and international tax team in

Cape Town as a Tax Consultant. During this time she provided income tax compli-

ance and consulting services to local and international corporate clients within

the financial services, media and entertainment industries. She also assisted with

the set up and registration of public benefit organisations. Megan continued her

postgraduate studies at the University of Cape Town where she accomplished the

BCom Honours degree in Taxation.

During 2017, Megan joined British American Tobacco South Africa’s direct tax

team as an assistant corporate finance manager. She was primarily responsible for

the corporate tax compliance and reporting of all South African group entities,

staying abreast of tax legislation and advising the various business units accord-

ingly.

Megan is an admitted advocate of the High Court of South Africa, and currently

focuses on providing international tax consulting services, handling disputes and

dealing with general correspondence with SARS. She is also currently pursuing

her Masters degree in International Taxation at the University of Cape Town.

Page 6: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

The Team

Juanita van der Merwe Tax Compliance Manager

Juanita holds the BCom Honours (Taxation) degree from the University of

Cape Town. She also completed an advanced certificate in taxation at the

University of South Africa and the advanced HDip in tax procedural law at the

International Institute for Tax and Finance. During 2017 Juanita continued her

postgraduate studies at the University of Cape Town where she was awarded

the MCom degree in Taxation.

In 2007 Juanita joined PwC’s tax compliance team in Stellenbosch as assistant

tax compliance manager and provided assistance to the other PwC o�ces.

During this time, she provided income tax compliance services to individuals,

trusts and corporate clients within various industries. She has in-depth experi-

ence in tax administration and as tax practitioner she has developed strong

working relationships with the various South Africa Revenue Service o�ces.

During 2015, Juanita joined the Wiese family’s Titan Group tax team as the tax

compliance manager and was primarily responsible for all the income tax com-

pliance requirements of all their South African group entities.

Juanita’s main focus is on providing tax compliance services to the various

clients of AJM ensuring that all their legal tax compliance obligations are time-

ously and accurately met.

Bobby Wessels Consultant

Deoran Wessels, or more commonly known as Bobby, obtained the

BAcc.LLB degree from Stellenbosch University in 2019. Bobby is currently

studying towards a diploma in accounting at UNISA and will further his post-

graduate studies commencing 2021. His focus is currently on corporate

income tax and VAT.

During his time at university Bobby was elected as President of the Helder-

berg residence, Chairman of the Prim Committee and held an ex o�cio seat

on the Student Representative Council.

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Page 7: AJM Company Profile€¦ · BCom Honours degree in Taxation. During 2017, Megan joined British American Tobacco South Africa’s direct tax team as an assistant corporate finance

Suite 1408, Portside Building, 4 Bree Street

Foreshore, Cape Town

T: +27 (21) 202 1220

E: [email protected]

MTAXPAYER CENTRED ADVICE

R900/hour R1500/hour R3000/hour

Rate Card

CONSULTANT MANAGER DIRECTOR

Our fees are based upon the degree of skill and responsibility involved and the time necessarily spent on your a�airs by our

directors and other employees and/or agents. Our fees for professional services rendered and any additional costs and

expenses for which we invoice separately, plus Value-Added Tax (“VAT”) will be billed as agreed from time to time and are

charged from the first consultation.

Time spent on services by di�erent level of employees and/or agents is determined by the complexity and skill involved in

delivering a premium service to you.

Unless otherwise agreed, our fees are quoted and charged based on time spent on an assignment and the hourly rates of

individuals as follows:

*Excluding VAT *Excluding VAT *Excluding VAT