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).

Associates

Adv. Anthony (Tony) Harding Davey

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

General Council

Lara Davey obtained her LLB Degree from the University of Stellenbosch in 2011 and subsequently completed her practical legal training (PLT) at Eversheds Legal Firm. She was admitted as an Advocate in the South Gauteng High Court on 25 July 2013. Lara currently specialises in Financial Regulatory services and is an approved external compliance officer with the Financial Services Board.

Werner Vos

Consultant

Werner Vos has 22 years consulting experience in the Tax services area. He obtained his B Comm degree at Potchefstroom University and his Honours at UNISA. He subsequently obtained an LLB degree at UNISA and completed an advanced certificate in Taxation at UNISA.

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

TAX

Taxation (including VAT and Estate Duty) advice and representation
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COMPLIANCE

Financial Regulatory (Compliance) Assurance / Investment / Pension law and application.

TRUSTS

Corporate / Trust Formation and Structuring.
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CORPORATE

Company Secretarial, Corporate Governance / Compliance and Commercial Agreements.

REPRESENTATION

Tribunal representation (Life / investment Ombudsman, FAIS Ombud, Pension Fund Adjudicator).

Get the latest news from Davey’s Locker

Excess contributions to provident funds

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,...

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Provident fund annuitisation revisited

Tax harmonisation of retirement fund contributions As from 1 March 2016, all contributions to retirement funds (pension, provident and retirement annuity funds) are treated similarly for tax-deduction purposes, under s 11F of the Income Tax Act. The tax-deduction...

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Soft loans to nonresident trusts revisited

And more on s 7C of the Income Tax Act In 168 TSH 2017, I examined the interaction between the various sections of the Income Tax Act pertaining to resident funders of nonresident trusts. It is time to revisit this topic. Attribution rules (s 7(8))Section 7(8)...

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Emigration and retirement fund access

In my previous article ‘Foreign employment income amendments’ (192 tsh 2019), I focused on the tax tests allowing one to achieve nonresident status. The further issue arises of the ability of an emigrant to access his or her retirement funds, and the tax treatment of...

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Contact Us

Block A, La Rocca Office Park, 321 Main Road,
Bryanston, Johannesburg

+27 (0) 11 463 5566 / 4205

tonyd@harding.co.za
larad@harding.co.za