Secretarial & Trust Services

SECRETARIAL & TRUST SERVICES

Outsourcing your company secretarial duties to our experienced staff ensures adherence with required legislation while you focus on growing your business.

We focus on legislation while you focus on growing your business.

Outsourcing your company secretarial duties to our experienced staff ensures adherence with required legislation while you focus on growing your business.

Business operations and entities require formal documentation to facilitate the formation and regulation of business relationships. The correct, complete and proper application and recording of ownership and management agreements and decisions is essential to modern formalised business.

We consult to and assist clients with the masses of regulation and tasks required to conform to and with the rules of company, corporate or trust ownership and administration. We assist clients and provide the essential services (secretarial and administrative) for the formation, formalisation and regulation of ownership and management issues of business entities.

Mostert & Potgieter are here to help with:

Secretarial Services:

Company registrations
Companies Act compliance
Share certificates
Director resolutions
Shareholders resolutions
Changing company and close corporations names

BEE affidavit
Record keeping and conversion
Accountant letter
Shareholder and association agreements
Increasing, converting, subdividing or consolidating share capital

Trust Services:

Trust registrations
Trust advisory
Trust bookkeeping
Trust annual financial statements
Independent Trustee service

Succession planning
Trust deed reviews
Amendments to trust deeds
General trust administration
Trust formations – charitable, business, investment and family

We can also provide custom solutions to suit your unique business needs.

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Frequently Asked Questions

How quickly can you assist us?

We offer same-day service or next-day delivery and setup, depending on the time of day we receive your request.*

* Subject to availability and it is advisable to book in advance in Season.

Why should I choose you?

As a trusted name in the Western Cape, Mostert & Potgieter offers personalized bookkeeping, accounting, and taxation services for individuals and businesses. With our innovative solutions and client-focused approach, we aim to drive your business growth and provide a world-class experience.

We take pride in offering transparent pricing, quality service, and open communication. At Mostert & Potgieter, we believe in over-servicing our clients and working together for your success.

Why is it important to engage an accountant?

As a business owner or individual, having a trustworthy accountant is crucial for accurate financial advice, saving time and money, and avoiding costly errors. At Mostert & Potgieter, we offer a wide range of services to help improve cash flow, save on taxes, understand your financial situation, grow your business, make better decisions, comply with regulations, and save time.

Can I change accountants and is it easy?

Changing accountants is a hassle-free process that you can do at any time. Contact us to learn more about how we can assist you in making the transition.

How do we charge?

Whether you need our assistance for a one-time project or require ongoing support, we have flexible payment options that allow you to pay for services as required or as a monthly retainer.

How long does it take us to get our work done?

At our company, we closely monitor our ‘turnaround time’ metric. Our goal is to complete urgent projects within 10 business days, without any unreasonable delays. Please note that timely provision of necessary information from your end is also important to ensure timely completion of your tax work.

Industry Experience

Accomodation & Hospitality
Allied Health
Crypto Currencies
Construction & Engineering
eCommerce
Education
Telecommunication
Financial & Insurance

Maufacturing
Media & Publishing
Legal & Law
Professional & Commercial
Renewable Energy
Retail
Information Technology
many more

Relationships That Goes Beyond Numbers

Save time and money

we will take care of the financial and payroll administration of your business, freeing up time to focus on the important functions of your business, like sales, operations and marketing

Personal professional and accessible service

we strive to be actively available and accessible to our clients, no waiting months to get hold of your accountant.

Reduce taxes legally

reducing tax the legal way is the most efficient and stress freeway, leading to more money for you and your business – reinvest it in your business or personal finances.

Free advisory

our relevant services used include fee on call advisory at your convenience, feel free to contact your accountant for any questions or future economic decision making.

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