Tax Strategy

Pay what you owe. Not a rand more.

Most of the tax inefficiency we find isn't hidden — it's just never been reviewed. We go through your remuneration structure, provisional tax position and available deductions line by line, then put the savings in writing.

View of Table Mountain over Cape Town, representing Rivermark Advisory's home city
What we review

The areas that usually move the needle

Salary vs. dividend split

For directors and business owners, the right ratio can shift your effective tax rate materially — we model it against your actual company cash flow.

Provisional tax accuracy

Under- or over-estimating provisional tax costs you either penalties or interest-free loans to SARS. We calculate it properly, twice a year.

Retirement annuity contributions

Timed correctly against your marginal rate, RA contributions are one of the few legal deductions still fully within your control.

Medical aid and disability cover structuring

Small adjustments to how cover is paid and claimed can affect your tax credits meaningfully over a year.

Capital gains timing

The tax year in which you realise a gain — on property, shares or a business sale — is often more important than the gain itself.

Travel and home-office allowances

Correctly logged and substantiated, these remain legitimate deductions that most individual taxpayers under-claim or misdocument.

A real result

R214,000 recovered in a single restructure

R214,000

annual tax saving after restructuring

A Woodstock architecture practice was paying its two directors entirely by salary. After a position review, we restructured 40% of their income as dividends, adjusted provisional tax estimates accordingly, and coordinated the change with their existing bookkeeper.

The saving was confirmed in the following year's assessment — with no SARS query raised, because every step was documented against current legislation before it was implemented.

Tax questions

Common questions on tax strategy

No properly documented, legislation-compliant structure increases audit risk on its own. We build every recommendation to withstand scrutiny, not to avoid it.
We work alongside your existing accountant or tax practitioner where you have one, and can refer you to a registered practitioner in our network if you don't.
At minimum annually, and again whenever your income, business structure or the tax tables change materially — we flag this automatically for ongoing clients.

Let's see what your current structure is costing you.

A tax position review typically takes one meeting and one week to turn around in writing.