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

Proposed restrictions on retirement funds

Access upon emigration National Treasury has issued a draft Explanatory Memorandum on the Draft Taxation Laws Amendment Bill 2020, dated 31 July 2020. Under para 1.4 of the Explanatory Memorandum, the proposal is made to amend the definitions of a ‘pension...

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Non-meritorious additional assessments

Tax Ombud’s report 2020 Tucked away in point 38.2 of the sixty-one-page Report and occupying only a half-page is, in my experience of the tax dispute-resolution process, a valuable finding and recommendation by the Tax Ombud, on non-meritorious additional assessments:...

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Third party tax debt recovery by SARS

Recent case In circumstances in which a taxpayer fails to pay a ‘tax debt’ (defined in s 1 read with s 169(1) of the Tax Administration Act as being an amount due or payable to SARS), a senior SARS official may, under s 179, issue a notice to a third party holding a...

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Living Annuity Drawdown Relief Under Covid-19

Living annuity Generally a living annuity (as distinct from a conventional life annuity, under which a fixed rate of return for life is contractually agreed) is a compulsory purchased investment from a financial institution with a minimum two-thirds of a retirement...

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Waiver of trust loans – Donations tax and CGT

Historically, the R100 000 a year donations tax exemption was popularly applied to write down trust loan accounts by estate-planning trust founders/creditors. But, as I said in 201 TSH 2019, any tax-structuring should always take cognizance of its impact upon other...

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Contact Us

Suite 10, Sandton Medpark Offices
cnr Nursery Lane and Peter Place, Sandton

+27 (0) 11 463 5566 / 4205

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