Accounting & Reporting
INSIGHT: Improve accounting estimates before financial close
A disciplined review of accounting estimates can help South African SMEs produce more reliable financial statements and explain changes clearly.
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Tax & SARS
New REIT tax rules raise the bar for property companies
SARS has published requirements for companies seeking to qualify as a REIT, including asset, rental income, leverage, distribution and governance tests. Property groups should assess their financial reporting and tax controls before the rules apply to a new year of assessment.
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Tax & SARS
SAICA calls for more predictable tax-law consultation timelines
A recent SAICA submission on the 2026 MTBPS highlights the practical cost of compressed consultation periods. South African businesses should distinguish between policy proposals, draft bills and enacted tax rules before changing their accounting or tax processes.
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Tax & SARS
INSIGHT: June year-end companies should start ITR14 preparation now
Companies with a June financial year-end may have until 31 December 2026 to submit their ITR14 returns. Starting the tax pack early can help finance teams resolve missing records, reconcile balances and reduce last-minute filing risk.
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Accounting & Reporting
IASB cash-flow proposals: what finance teams should monitor
The IASB is considering proposed changes to how acquisition-related payments are classified in statements of cash flows. The decisions are not yet final, but South African finance teams can start assessing whether current transaction records will support clearer reporting if the proposals proceed.
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Accounting & Reporting
Insight: What SAICA’s stock-obsolescence proposal means for SMEs
SAICA has called for clearer tax treatment of obsolete stock. The proposal is not law, but it highlights why businesses should keep strong inventory records and evidence for write-downs.
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Business Finance
Practical insight: Use a 13-week cash-flow forecast to protect SME cash
A simple rolling cash-flow forecast can help South African SMEs identify shortfalls early, reserve money for tax obligations and reduce avoidable financing costs.
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Compliance
CIPC festive closure: SMEs should bring filings forward
CIPC will close to the public from 10:00 on 24 December 2026 until 4 January 2027. Businesses should plan company filings, document lodgements and compliance work before the year-end cut-off.
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Accounting & Reporting
Medical scheme audit rotation: what finance teams should prepare for
CMS Circulars 27 and 28 introduce future auditor-rotation requirements for public-interest medical schemes and encourage joint or shared audits. Finance teams should begin mapping tenure, independence and transition requirements well before 2028.
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Accounting & Reporting
Month-end close: the tax checks SMEs should not skip
A disciplined month-end close helps South African SMEs make better tax estimates, spot missing records and avoid preventable compliance issues. Here are practical checks finance teams can build into their routine.
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Tax & SARS
SARS adds TCS Good Standing requirement for resident trusts
From 16 October 2026, resident trusts must obtain a Tax Compliance Status Good Standing when presenting a Manual Letter of Compliance to an Authorised Dealer for certain fund transfers.
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Compliance
CIPC director amendment process: SMEs should prepare for OTP confirmations
CIPC has introduced the first phase of an updated director amendment process, adding OTP confirmations for certain small companies. SMEs should review director records and internal approval controls before submitting changes.
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