GJM Ultra Brokers

FSP number: 26085

Specialist Financial Planning For Medical Practitioners

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At Ultra Brokers we have a full Tax planning centre which looks after over 500 medical doctors. Some of the functions include Payroll, PAYE and PAYE reconciliations, VAT, Provisional Tax, Bank reconciliations, Tax for Trusts, Individual Taxes and Balance sheets as well as objections. The Ultra Tax Team visit all our clients on a quarterly basis to discuss their monthly Management Reports and their cash flow charts and projections. The Tax desk works closely and in conjunction with the financial planning, brokering, Asset management, short term and Estate planning. Ultra Tax works in synergy with the billing department to assist the Doctor with cash flow projections and to optimise the Doctors income and recovery. We therefore offer the medical practitioner a turnkey solution.

Services Rendered;

  • Monthly Payroll
  • Monthly Paye Submissions
  • Emp501 Reconciliations
  • Vat Submissions
  • Provisional Tax
  • Vat on Trusts
  • Trusts Income Returns
  • Individual Tax Returns
  • Sole Proprietor Income Tax Returns
  • Company Registrations
  • Annual Financials

F6_usingManager of Tax Division – Lara Lencioni

Senior Tax Consultant – Contessa Van Tonder

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