Investec Asset Management became Ninety One, a separately listed entity on 16th March 2020. As a result, Ninety One lost its Group Tax services provided by Investec Bank and created a role in-house which I fulfil. This includes the income tax and VAT compliance function in South Africa and the UK. I also serve as Public Officer in South Africa for the Ninety One group.Key responsibilities:To prepare and complete on-time submissions of all income tax and VAT returns for SA companies and funds and UK companies.Manage and operate tax-related e-filing profiles and submissions as needed.Monitor tax changes in SA and UK that will affect the delivery of income tax and VAT compliance in SA and UK.Assist Head of Tax with SA-related tax queries from internal and external sources as requiredWork closely with Finance to obtain data needed for tax returns, testing that data as needed prior to use.Other duties and responsibilities:Tax accounting including deferred tax calculations.Compliance obligations in terms of VAT on e-services on UK companies for SA tax purposes. CBCR for UK and SA.FATCA/CRS submissions.Switzerland eFiling profile management, submission and payment.CGT and tax filings on Spanish disposals by relevant funds.SA withholding tax returns and payments.SA group dividend tax returns.3rd party data submissions to SARS.Management of the UK R&D claim process.SA donations tax compliance.

Duties: •At Remgro, I form part of an advisory team and bring with me tax technical skills. I am responsible for the understanding and planning of each transaction in respect of acquisitions, disposals, refinancing and restructuring.•I am responsible for the management of the group’s tax compliance obligations in terms of income tax, value-added tax, security transfer tax, dividends tax and transfer pricing.Compliance responsibilities include:•Review all information necessary for the completion of the annual ITR14 tax returns and the finalization of the ITR14 process including CFC IT10 tax returns•Manage the provisional tax submission and payment process •Complete and submit Dividends Tax Data and Dividends Tax Returns •Follow up to ensure assessments are issued timeously and correctly•Responsible for corrections and/or objections across all taxes •Monitor SARS e-filing to ensure that all Dividends Tax, VAT and EMP201 returns are submitted monthly and keep appropriate records•Collate information and write responses in reply to SARS queries •Maintain tax records, ensure correspondence is filed appropriately and record all SARS notices•Submit applications for tax clearance certificates, follow up and investigate applications that have been declined •Responsible for the submission of eSTT returns •Responsible for FATCA reporting / administration •Responsible for Country-by-country reporting and submissions•Responsible for the production and submission of a transfer pricing master file and local file •Review, update and maintain the database of users and entities/divisions registered on e-filing and assist e-filing users with any related queries /problems, liaising with SARS e-filing representative where required

•Assisting multinational companies to better manage their mobile employees from a reporting and compliance perspective•Managing the South African tax compliance for expatriates•Advising clients on residency and other tax related issues concerning working outside their home countries •Application of Double Taxation Agreements

•Business developmento Responsible for monitoring and improving strategies in respect of our company’s interactions with tax clients and sales prospectso Responsible for finding and attracting new clients/businesso Responsible for maintaining good relations with existing clientso Responsible for on-line advertising (Google Ads)o Responsible for maintaining an up to date tax website •Consultingo Tax advisory including interpretation of tax lawo Manage a client portfolio of 900 high net worth individuals o Responsible for all compliance obligations o Responsible for all legal tax matters arising between clients and SARS

• Responsible for checking corporate tax computations prepared by audit clerks • Assisting with corporate tax computations and schedule for partner review • Responsible for a full compliance and consulting service to all tax clients • Compliance: direct taxes - individual and trust portfolio

•Portfolio of individuals and trusts•Consulting and compliance functions in relation to: provisional tax, annual income tax, directives, labour brokers, independent contractors, objections, appeals, capital gains tax, sole proprieties, tax planning, and tax clearances

•Advisory: providing a comprehensive service to all clients in respect of registration requirements, analysis of taxable income and incorrect assessments, calculations of tax credits/debits as well as verbal law interpretation and explanation of tax law, in order to meet clients needs