01 / KEEP IT CLEAR
Accounting &
bookkeeping
Keep your financial information organised and useful, with records and reporting that help you understand how your business is doing.
Explore accounting support ↗ACCOUNTING · TAX · PROPERTY · BUSINESS ADVISORY
Know your numbers.
Move with confidence.
Running a business brings enough decisions. Equity Sum gives you practical financial support and a clearer view of what’s happening—so you can focus on what comes next.
ESPersonal attention.
Business-minded advice.
Business-minded advice.
MORE THAN
ACCOUNTANTS
ACCOUNTANTS
A stronger viewYour business, in focus.
↗ Better-informed decisionsClarity first
Stay on topof your financial admin
Plan the next movewith a business-minded partner
Clearer numbers. Better decisions.
Built around your businessPlain-language financial supportPractical next steps
HOW WE CAN HELP
Get the support your
business needs.
From the everyday numbers to the bigger decisions, we bring your financial work into sharper focus.
Accounting &
02 / STAY PREPARED
Tax planning &
compliance
Make tax obligations easier to navigate with practical planning, guidance and support with compliance requirements.
Explore tax support ↗03 / PAY PEOPLE ON TIME
Payroll
outsourcing
Make weekly wages and monthly payroll easier to manage, with clear cut-offs and an engaged partner to help.
Explore payroll support ↗04 / LOOK AHEAD
Business
advisory
Turn financial information into a useful basis for your next decision, with a practical sounding board for the opportunities and challenges ahead.
Explore advisory support ↗05 / PLAN WITH CLARITY
Real estate
tax planning
Plan rental income, deductible costs, ownership structure and a future sale with practical South African property tax guidance.
Explore property planning ↗Not sure where to start? Tell us what you’re working through and we’ll take it from there.
PAYROLL THAT GIVES YOU YOUR WEEK BACK
Weekly wages shouldn’t
be a weekly worry.
When production is moving, payroll admin can pull you away from the work that keeps the business running. Equity Sum helps make payroll simpler, dependable and easier to manage—especially for manufacturing teams with weekly wage cycles.
ES
A PAYROLL PARTNER YOU CAN COUNT ONAgreed deadlines. On-time pay runs. A real person to help.
We stay engaged, communicate clearly and help you work through payroll questions, changes and the details that can make each pay run stressful.
Weekly wages, under control
Bring wage inputs and pay-cycle deadlines into a clear routine that your team can follow.
Less chasing and last-minute pressure
Get help coordinating the information needed for payroll, with clear communication when something needs attention.
Support that stays with you
Talk to a trusted partner who understands that employees need to be paid accurately and on time, and that payroll questions need a helpful response.
SIMPLE, STEADY, SUPPORTED
We make payday
feel manageable.
We agree a process that fits your pay cycle, your people and the realities of your operation.
Agree the routine
We map your pay cycle, cut-off dates, wage inputs and who needs to provide or approve information.
Prepare and check payroll
We process the information received, check for items that need attention and keep you updated before payday.
Stay available after payday
We help with payroll questions and changes, and improve the routine as your workforce or business needs evolve.
Payroll timing depends on receiving complete, approved wage and employee information by the agreed cut-off. We set expectations clearly and work with you to keep each pay run on schedule.
PROPERTY TAX PLANNING
Compare the tax impact.
Plan your next move.
Use our real estate tax planning expertise to explore an illustrative South African tax comparison for a retirement annuity contribution and an individual rental-property scenario. Adjust the figures to see how the estimates change.
THE RIGHT PROPERTY PLAN STARTS BEFORE THE OFFER
Structure it around
the outcome you want.
There is no one-size-fits-all ownership structure. We help you weigh the tax position, cash flow, financing, future plans and administration before you buy.
In your own name
Can be a straightforward option for a first or single investment property. We model rental profit at your marginal tax rate and review the individual CGT treatment, allowable expenses and how the property fits your wider finances.
Often worth modelling firstThrough a company
May suit some co-investment or reinvestment plans. We consider company tax, how and when profits may be paid out, financing, ongoing company compliance and the eventual sale or transfer.
Model tax at each stageThrough a trust
May be relevant where succession or family objectives need careful planning. Trust tax, distributions, trustee duties, costs and lending can change the result; a trust is not automatically a tax-saving structure.
Use for a clear purposeHOW WE WORK THROUGH IT WITH YOU
From “could this work?”
to a plan you can use.
Plan a property conversation Understand your goal
We discuss your budget, time horizon, other income, retirement plans and whether you are investing alone or with others.
Model the real numbers
We test deposit, bond costs, interest, rent, vacancy, rates, maintenance and tax to estimate cash flow and pressure points.
Choose and prepare
We compare personal, company and trust ownership, highlight tax and admin trade-offs, then give you a practical records and compliance checklist.
We help you assess property as one part of a balanced wealth plan. Property prices, rent, interest rates and tax outcomes can change; borrowing magnifies both gains and losses. We do not promise property will outperform an RA or suit every investor.
A BETTER WAY TO WORK WITH YOUR NUMBERS
Less financial
fog. More forward.
You don’t need more jargon. You need someone who understands the numbers and can help make them useful in the real world of running a business.
Start a conversationFirst, we listen.
We learn about your business, your current setup and the questions you need answered.
Then, we bring clarity.
We identify the support that fits your needs and explain the practical next steps in plain language.
We keep looking ahead.
As your business changes, your financial support can evolve with it.
YOUR FINANCIAL PARTNER
ES
A PERSONAL APPROACH
Good advice starts
with a conversation.
Equity Sum is built on a simple idea: financial support should help you feel more in control of your business, not add another layer of complexity.
We take time to understand what matters to you, make the numbers easier to work with, and help you see the decisions in front of you more clearly.
Innes van LillEquity Sum (Pty) Ltd
YOUR NEXT STEP
Let’s make your
numbers work harder.
Tell us a little about your business and what you need help with. We’ll get back to you and find a good place to start.