The Role of Due Diligence in Successful Transactions
In this episode of Advisory Explained, host Kosie Kritzinger is joined by Johan Bashford and Rudolph de Jager from Baker Tilly Greenwoods’ Financial & Tax Due Diligence team.
They break down what due diligence really means, why it’s such a critical part of mergers and acquisitions, and how it shapes deal readiness. The discussion goes beyond the basics, diving into common red flags, key triggers, and industry-specific nuances that advisors and clients should look out for.
Whether you’re on the buy-side or sell-side, this episode highlights how proper due diligence can make or break a transaction.
bakertillygreenwoods.co.za
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34:35
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34:35
Offshore Trusts: Benefits, Risks & Key Insights
In this episode of Advisory Explained, host Kosie Kritzinger sits down again with Irma Lategan from Investec’s tax and fiduciary team to demystify the world of offshore trusts.
Irma and Kosie discuss the primary advantages of offshore trusts, when individuals and families should start considering them, and the common pitfalls to avoid when setting up offshore structures. They also unpack the main ways to fund an offshore trust, weighing up the pros and cons of each approach.
This episode offers valuable insights for anyone looking to understand how offshore trusts fit into a holistic wealth and legacy strategy.
bakertillygreenwoods.co.za
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25:32
What you need to know about GAAR and Simulation Doctrine
In this episode of Advisory Explained, host Kosie Kritzinger is joined again by Bobby Wessels from AJM, where they delve into two big tools in SARS’s toolkit to take on interesting transactions.
Their discussion unpacks the nuances of GAAR, exploring its place within the Income Tax Act, providing a practical example, and outlining the key elements to consider. Bobby and Kosie shift to the Simulation Doctrine, where they explain how courts strip away form to reveal substance.
Listeners will gain valuable insights into the General Anti-Avoidance Rule, the Simulation Doctrine, and how to navigate these SARS tools.
bakertillygreenwoods.co.za
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20:58
Explaining the benefits of Xero Cloud Accounting
In this episode of Advisory Explained, host Kosie Kritzinger sits down with Driaan Byleveldt, the Xero Director at Baker Tilly Greenwoods, to discuss the benefits of Xero cloud accounting for both accountants and business owners.
Their discussion explores Xero's applicability in today's digital landscape, and they delve into how maintaining clean numbers can make a business M&A or sale-ready.
Listeners will gain concrete steps to leverage Xero, build robust financial records, and prepare for their next major transaction.
bakertillygreenwoods.co.za
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29:05
Unpacking the complexities around South African Tax Residency
In this episode of Advisory Explained, host Kosie Kritzinger sits down with Irma Lategan, a specialist from Investec’s tax and fiduciary team, to unpack the complexities around South African residency.
The discussion explores the different types of residency, how they differ and why the distinctions matter. They also delve into the role of Double Tax Agreements (DTAs) in cross-border planning, and examine Section 6quat, which deals with foreign tax credits and relief.
Listeners will come away with a clearer understanding of how residency impacts tax obligations, offshore structuring, and exchange control.
bakertillygreenwoods.co.za
Whether you are a business owner navigating complex decisions or a professional looking to align with a forward-thinking firm, this podcast is your go-to resource for expert insights.
From tax structuring, mergers & acquisitions, valuations, and business consulting, Advisory Explained hosted by Kosie Kritzinger will help you understand the fine print.
Take my advice and subscribe to Advisory Explained, a trusted perspective now.
https://bakertillygreenwoods.co.za/
South Africa