An indispensable tool built for financial planners, financial advisers, investment advisers, and paraplanners.
No specialist tax knowledge required nor do you need to be a tax practitioner
Learn how taxspace can help you with client acquisition, retention, new revenue, and growing your business
We identify areas that are not addressed by traditional systems and software. We focus on the business opportunities that are possibly lost and design our tools to be easy and quick to use, to enhance the value you offer your clients and to open additional business opportunities for you by making the client aware of relevant information.
If your first thought is that this is a tool that calculates the tax payable by an individual for a given tax year, then you are only about 33% right. This tool is unique and does so much more. It is a business enabler. In other words, it can make you a lot more money.
The Tax Tool was built for financial advisers to quickly and efficiently analyse a client's income tax assessment and generate a professional report detailing all the opportunities and risks for the client. It is further also powerful when used for planning purposes in conjunction with other tools.
Full analysis of a client's ITA34 Assessment to identify up to 9 opportunities for financial planning. All you need is a copy of a tax assessment and the tool does the rest. Multi-year and multi-scenarios can be analysed.
The tool calculates the maximum allowable retirement fund contributions to claim the maximum deduction. The tool also facilitates the discussion between the adviser and the client through different scenarios.
Never get it wrong again. Calculate tax on lump sums from retirement funds on death, withdrawal and severance. Takes into account aggregation rules for previously received lump sums.
(Coming Soon)
Easily work out repayments, interest, and loan duration for any scenario. Plus, see how extra payments, whether one-off or regular, can affect the loan.
Effortlessly calculate Transfer Duty, transfer costs and bond registration fees payable on a property.
Clients often make regular withdrawals from their unit trusts and similar investments. This tool helps you determine the CGT implication when clients make multiple withdrawals. Whether regular or adhoc.
(Coming Soon)
This handy tool lets you compare two or more investments side-by-side, focusing on penalties, ongoing costs, and tax implications. It’s designed to help you make informed decisions by clearly showing the differences between each option.
(Coming Soon)
Online support and online training included. Cancel anytime.
available from 08:30 – 16:00
Address 57 Main Road, Paarl, Western Cape, South Africa
Email contact@taxspace.app
