Southern Right Financial Solutions

08/09/2026

📋 Do you have a will?

It’s not something most of us like to think about, but making sure your affairs are in order can make a significant difference to those you leave behind.

At Southern Right Financial Solutions, we help you plan for the future with practical, tailored estate planning solutions, designed to protect your assets and help ensure your wishes are carried out.

We can assist with:

📄 Drafting a Will
🏡 Estate Structuring & Trusts
⚖️ Executor Services
🌱 Legacy Planning for Generational Wealth

We also collaborate with specialist investment and financial advisors, helping ensure your needs are managed holistically through one point of call.

Planning ahead isn't about expecting the worst. It’s about being prepared for what matters most.

01/09/2026

🌺 Happy Spring Day!

A new season brings new possibilities.

May spring bring you new opportunities, renewed energy and fresh perspectives as you look ahead to what’s next.

At Southern Right Financial Solutions, we believe your financial strategy should evolve with you. Whether you’re growing your business, planning for the future or navigating new opportunities, we provide tailored financial solutions designed to grow with you.

Here’s to a season of growth, fresh ideas and new beginnings! 🌱

21/08/2026

Southern Right Financial Solutions has been voted the WINNER of the Best Accounting / Auditing Firm category in the Best of Knysna & Plett Readers’ Choice Awards 2026!

And even better… this is the 3rd year running that we’ve received this recognition. 🎉

A huge thank you to our clients, team, and everyone who took the time to vote for and support us. This award is a reflection of the trust you place in us, and we genuinely appreciate it.

Here’s to another year of providing trusted accounting, auditing and financial solutions to our community.

12/08/2026

Happy Women’s Month! 🌸

Here’s to all the women preserving legacies, balancing more than just the books.

Wishing all the women in our team, our clients and our wider community a very happy Women’s Month! 💐

29/07/2026

Reminder: Provisional Tax Deadline

If you are a provisional taxpayer, the first provisional tax return for the 2027 tax year is due on 31 August 2026.

Don't leave it until the last minute. Make sure your provisional tax calculation and submission are taken care of before the deadline.

Need assistance with your provisional tax? Contact Southern Right Financial Solutions for help with your tax obligations.

08/07/2026

🌍✈️ Travelling to or from South Africa?

From 1 July 2026, all travellers — including children and infants — must complete an Online Traveller Declaration before crossing air, land, sea, or rail borders.

🕒 Complete it within 24 hours before departure
📲 Submit via the SARS Customs Online Portal, SATMS Mobile App, or SARS MobiApp

You’ll need:
🛂 Passport or travel document
🗓️ Travel itinerary & contact details
👨‍👩‍👦 Details of travelling companions
💰 Declare goods and currency.

✅ Plan ahead. Declare on time.

29/06/2026

Our June 2026 Newsletter is now available!

This month's edition is packed with important updates to help you stay informed and compliant.

Inside, you'll find:
📍 The opening of our new George branch
📅 Key SARS tax filing and provisional tax deadlines
📋 The upcoming Risk and Compliance Return (RCR) deadline
👋 Team updates, including new appointments and staff news
🏆 Our nomination in the 2026 Best of Knysna & Plett Readers' Choice Awards
🍻 Highlights from our recent team-building day

Stay up to date with the latest developments affecting your business and finances.

📖 Read the full newsletter here: https://www.srfinancial.co.za/june-2026-newsletter/

June 2026 Financial Newsletter | Tax Deadlines, Compliance Updates & SRFS News

19/06/2026

Southern Right Financial Solutions has been nominated for the third year running in the 2026 Best of Knysna & Plett Readers’ Choice Awards under the following category:

🏆 Professional Services: Best Accounting / Auditing Firm

We would love your support. Please vote for us!

Click to vote:
https://www.bestofsouthafrica.co.za/knysna-plett/bokp-voting-category-services/

Voting closes on 9 July 2026.

11/06/2026

Mandatory 2026 Risk and Compliance Return (RCR) – Deadline Approaching

If you are a legal practitioner, estate agent, trust service provider, or company service provider that qualifies as an accountable institution under the FIC Act, your 2026 Risk and Compliance Return (RCR) must be submitted via the FIC's goAML system.

Important Dates
📅 Reporting Period: 1 April 2023 – 31 March 2026
📅 Submission Window Opened: 4 May 2026
📅 Submission Deadline: 31 July 2026 at 17:00

Failure to comply may result in administrative sanctions and regulatory action.

We can assist with:
• Risk Management and Compliance Programmes (RMCP)
• goAML registration and Org ID setup
• Risk and Compliance Return submissions

The RCR requires detailed information covering three reporting years, so early preparation is essential.

Contact us today to ensure your submission is completed accurately and on time.

26/05/2026

PAIA Annual Report Submission

The submission period for PAIA Annual Reports opened on 1 April 2026 and closes on 30 June 2026. Ensure your organisation submits its report within this timeframe to remain compliant.

Let us assist you with your PAIA submission and help keep your compliance obligations up to date.

Find out more here:
https://www.srfinancial.co.za/paia-annual-report-submission/