Retirement Funds
Recover VAT on the fees standard apportionment leaves behind. Money back to members.
Our Services
Our Approach
Your fund pays VAT on management, administration, consulting and operational fees. Partial exemption and conservative apportionment mean most of it is never claimed. We recover it, going back up to five years and on an ongoing basis, with no downside risk to the fund.
Where the value sits — Fund-level operational costs, segregated portfolios, pooled or CIS structures each hold recoverable VAT that standard apportionment leaves behind.
How we recover it — Data validation, investment classification, and apportionment optimisation aligned to Revenue Authority rulings, quantified across up to five years. Where needed, we secure Binding Private Rulings.
Why it’s valuable — No win, no fee. Every claim is documented and built to withstand Revenue Authority verification. Low lift: one data contact, no system integration for the diagnostic.
The member-value lens — Every rand recovered flows back to the fund and its members through lower net costs, without changing investment strategy.