We're a tax advisor for SME's, donor-funded NPOs and public benefit organisations (PBOs) in South Africa. 

Our key focus areas are
  • Tax planning for SME's ✅
  • Financial reporting and advisory services✅
  • Tax structuring for donations ✅
  • Section 18A optimisation ✅
  • SARS compliance risk ✅
  • Donor and investor reporting alignment ✅

What we do

Our tax advisory services enable SME's and NPO's to maintain compliance, maintain their tax-exempt status (for applicable NPO's), and structure their funding correctly—so they don’t lose investor/donor confidence or face SARS penalties.

Risk

Risk

Non-compliance can lead to loss of tax-exempt status and donor/investor funding, along with deregistration of the organization all together. Ignorance is not an excuse, hence the need to manage compliance risk which companies in South Africa are generally exposed to.

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Confidence

Confidence

We ensure your organization is structured correctly from the day you partner with us through our advisory services. This leads to confidence in your ability as a steward from a business, donor, stakeholder and community perspective.

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Funding protection

Funding protection

Your financial systems must support investor and donor expectations—not just SARS. It's about striking the right balance between reporting requirements for your investors, donors, members, stakeholders and SARS. Each of them is interested in a different cut of your information (financial and non-financial). Being setup correctly will inspire confidence from all of them.

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Services

Tax advisory services for SME's

We do company registrations and advisory for tax planning on how to set your business up for success (funding, systems, tax strategy and managing resources effectively whilst staying compliant) Part of what we offer includes (but not limited to) •Company registrations •Annual compliance returns to SARS and CIPC (Tax returns) •Compilation of financial statements •Independent reviews •Accounting system setup

PBO & Section 18A Advisory

Being a registered NPO doesn't mean you are automatically exempt from tax. All NPO's must pay tax unless tax-exemption is granted by SARS. • NPO Registration (CIPC, DSD, Trusts) • PBO application (SARS) • Section 18A submission • Structuring activities & funding for compliance • Risk review of constitution/MOI

Donor Compliance & Reporting Advisory

NPO's are stewards who has an important role to play in poverty alleviation, community empowerment, humanitarian welfare and upliftment activities. The records needs to show this from the onset (Substance over form). • Donor reporting frameworks (Fund utilization reporting) • Grant compliance structuring (Restricted vs unrestricted funds) • Internal controls for funding (Separation of duties, risk register, approval processes etc.) • Financial reporting templates (IFRS for SMME's vs donor format differences)

Independent Reviews

If you want to inspire confidence in your financial records, systems and processes, get an independent review. Rather be proactive than waiting on the chickens coming home to roost. Independent review of annual financial statements Performance audit for donor confidence Internal control review Compliance risk review (SARS, PBO, Section 18A)

BBEEE and CSI Readiness Advisory

Our advisory offering ensures that you are ready to receive from Corporates and Donors which contributes towards their BEE and CSI spend. Aside from compliance and systems, we evaluate your framework by looking at governance and your operations to see how it aligns with the objectives of entities looking to spend for BEE purposes.

Tax advisory services for SME's
PBO & Section 18A Advisory
Donor Compliance & Reporting Advisory
Independent Reviews
BBEEE and CSI Readiness Advisory

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Events

Upcoming Events

TitleDateLocation
NPO, PBO and Section 18A webinar with Symergy - Copy19 Jul 2026Online Event

Past Events

TitleDateLocation
Start your own business webinar with Symergy17 Jul 2026Online Event

Contact us

Powering Possibilities Together

  • Sillwood Heights, Cape Town, South Africa
  • 7100

For any bookings, enquiries or concerns, please fill out this form in order for us to assist you.

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