WELCOME

At Proficient Consult, unwavering integrity and absolute trust form the foundation of every client relationship. As a dynamic team of professional accountants, tax practitioners, and fiduciary specialists, we deliver a comprehensive suite of services carefully designed to add measurable value to both your business and your personal wealth.

PRACTICE AREAS

OUR SERVICES

ACCOUNTING

Monthly accounting and bookkeeping.
VAT calculations and submissions to SARS.
Drafting and compilation of annual financial statements.
Preparation of management reports.
Ongoing financial advisory and support.

PAYROLL

Administration of monthly and weekly payrolls.
Calculation and submission of monthly UIF and PAYE returns.
Preparation and submission of bi-annual EMP501 payroll reconciliations.
Processing of UI-19 submissions to the Department of Labour.
Filing of annual Return of Earnings with the Compensation Fund.

ESTATE PLANNING & TRUST ADMINISTRATION

Estate planning and advice, considering Estate Duty, Income Tax/CGT and Donations Tax.
Drafting and execution of wills and living wills.
Drafting and registration of trusts.
Trust deed reviews, amendments and terminations.
Trust administration and drafting of resolutions.

TAXATION

Tax registrations across all SARS platforms.
Preparation and submission of annual Income Tax returns.
Calculation and submission of Provisional Tax returns.
Obtaining Tax Clearance Certificates.
Maintenance and amendments of registered details with SARS.

SECRETARIAL

Preparation and submission of CIPC annual returns.
Administration of company detail amendments with CIPC.
Filing and maintenance of Beneficial Ownership declarations.
Drafting and maintenance of formal company registers.
Issuing and management of share certificates.

ESTATE ADMINISTRATION & MANAGEMENT

Administration of deceased estates.
Liaison with the Master of the High Court.
Liaison with SARS for estate duty audits and tax clearance.
Drafting and submission of Liquidation and Distribution accounts.
Administration of asset transfers to beneficiaries.
Support and advice to executors and beneficiaries.

ATTORNEYS

MEET OUR DIRECTORS

ADRIAN NELL

Adrian has over a decade of experience in accounting, taxation, and business advisory services. After qualifying as a Professional Accountant (SA), he completed a Postgraduate Diploma in Tax Law (US) to deliver technically sound, tailored tax solutions.

Driven by a passion for continuous professional development, he is currently pursuing a Postgraduate Diploma in Financial Planning (UFS) to offer clients a holistic approach to managing their financial affairs. Adrian is dedicated to building relationships based on trust and integrity, helping businesses and individuals navigate complex financial landscapes with absolute clarity.

SANET SWANEPOEL

Sanet has been actively involved in deceased estate administration since 2007 and obtained her N6 Certificate in the Administration of Estates through UNISA in 2011. She brings valuable experience in trust administration and the drafting of wills, developed over nearly 30 years while serving as the personal assistant to the late Pieter Steenkamp, a highly regarded tax and estate specialist in the Western Cape.

Sanet’s passion is providing families with seamless, practical guidance and peace of mind while navigating complex legal, administrative, and Master’s Office requirements.

WILHELM SADIE

Wilhelm is a qualified Chartered Accountant (SA) who focuses his expertise on financial and family structures planning. Having built his professional foundation within a specialized family office environment, he gained extensive, hands-on experience in estate planning, trust administration, and multi-generational succession planning.

To support his daily practice, he holds a Postgraduate Diploma in Tax Law (US) and is currently expanding his capabilities by pursuing a Postgraduate Diploma in Estate Planning (UFS). Wilhelm’s passion lies in combining strong technical accounting, tax, and fiduciary skills with an empathetic understanding of each family’s unique dynamics and legacy goals.

CONTACT

GET IN TOUCH

OUR LOCATION

35 Piet Retief Street, Bergsig, Montagu, 6720

Montagu, Western Cape

Mail: info@proficientconsult.co.za

Tel: 021 300 0947