Indexing System

Over and above the specific information you get access to when subscribing to this platform, you also get access to the extremely valuable and time-saving indexing mechanism.

Training and CPD

I believe this is a great source of personnel training and companies who subscribe can save on training costs, and make much better use of training opportunities, if information on this site is reviewed, read and understood. Often people attend training courses which are presented on a very high level, and then walk away fairly empty-handed. I hope the information on this site would be easily digestible, and useful.

Making better use of professional advisors' and auditors' time

Auditors and tax advisors often have a lot of value to add. If a company's employees are well versed with regards to long-term insurance taxation, they will be able to receive much better value and make better use of the time of their consultants and service providers. In other words, a company should use their advisors for the specialised skills they have, rather than spending time on basic issues.

Information and Guidance in Completing various Tax Returns

Many insurance companies are not focussed on the detail of tax, specifically income tax calculations on a daily basis, but need to do calculations for half year and year-end financial statement or provisional tax purposes. That is sometimes a challenge, and this site should give guidance in that regard.

Streamlining and Interpreting Tax Opinions

There will be some information on this site that can make a tax opinion easier to understand or assist in briefing tax or legal consultants more adequately.

Background and Historic Information

This site will give useful historic, background and foundational information.

SARS Audits or Requests for Relevant Information

Information on this site should make it easier to understand what to do when SARS asks for relevant information or performs an audit.

Support

Any subscriber can receive e-mail support, within reason, and can send through insurance related questions which I shall attempt to answer, give guidance, or I shall point you in the right direction.

Continuous Development

This is a work in progress and additional information will be added to make the site more practical and useful.