Welcome to Tony Davey & Associates
Registration No: 2010/023048/07
Tony Davey and Associates is a boutique consulting firm in Bryanston, Johannesburg, with a multi-disciplinary focus on professional services in tax, financial regulatory and financial law. Our partners, consultants and team consists of experienced professionals and experts in their field.
Our areas of speciality include:
- Taxation (including VAT and Estate Duty) advice and representation.
- Financial Regulatory (Compliance) Assurance / Investment / Pension law and application.
- Corporate / Trust Formation and Structuring.
- Company Secretarial, Corporate Governance / Compliance and Commercial Agreements.
- Tribunal representation (Life / investment Ombudsman, FAIS Ombud, Pension Fund Adjudicator).
Adv. Anthony (Tony) Harding Davey
Director and General Council
Tony has 35 years consulting and litigation experience in the Tax and Financial Regulatory fields. He obtained his BA and LLB degrees at the University of Natal. He subsequently completed an Honours degree in taxation at Wits, a Masters degree in Commercial Law at UNISA and a post graduate diploma in international tax (cum laude) at the University of Johannesburg.
Tony is an admitted Advocate of the High Court of South Africa (1982), a Chartered Secretary (FCIS), and a registered and qualified Master Tax Practitioner (SAIT).
Tony is a co-author of Broomberg on Tax Strategy (Lexis Nexis). He is also the columnist for Costa Divaris’ (ex Silke on Income Tax) monthly tax newsletter as well as an ad hoc contributing author to the quarterly Tax Planning Journal (Lexis Nexis). He is also the South African author to two international publications Planning and Administration of Offshore and Onshore Trusts (Bloomsbury Publishing Plc) and Tolley’s International Succession Laws (STEP). He appears as a guest tax adviser on Summit T.V.
Prior to establishing the firm, Tony acted as General Counsel to three JSE-listed financial services companies.
As a member (honorary Status Conferred in 2014) of the National Bar Council of SA (previously IAASA), Tony negotiates Alternate Dispute Resolution and litigates before the Tax Board and Court.
Adv. Lara Davey
Werner is a Tax Practitioner registered with the South African Institute of Tax Practitioners. He worked in a Senior Capacity at SARS whereafter he started his own tax compliance and advisory business. He appears as a guest tax adviser on Summit T.V.
Areas of Practice
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CGT, estate duty and income tax upon death Any tax-structuring should always take cognisance of its impact on other taxes. For CGT purposes, the default position is that a deceased person is assessed on a ‘deemed disposal’ as at date of death, with the death-exclusion...
A change of tax-residency status is the only sure-fire way to fully obviate the impact of the RSA tax on foreign employment income exceeding R1 million, effective as from 1 March 2020. As I said in 192 TSH 2019, your tax-residency status is one of fact and determined...
SARS has recently issued a draft binding general ruling on the two-tier donations tax regime (see the Monthly Listing).Dual rate of donations tax An amendment came into operation on 1 March 2018, to the effect that a 20% rate applies to the aggregate value of property...
Relief coming soon In circumstances in which annual tax-deduction limits to retirement fund contributions are exceeded, a taxpayer may carry forward the nondeductible portion to the following tax year, under s 11F of the Income Tax Act.Ultimately, upon retirement,...