Tax Advisory and Transactions Services

Services

Tax Advisory and Transactions

Advisory and support, when and where you need it

One of the biggest business tax challenges—and opportunities—lies in managing an organisation’s corporate tax position and global effective tax rate. Deloitte’s global tax advisory teams help companies, from multinationals to family businesses, implement practical tax optimisation strategies. We advise clients on a broad range of domestic and foreign tax matters, helping them make smart choices that align with tax objectives and support business operations.

At Deloitte, we combine innovation with deep industry insights to help clients optimise taxes on a global scale. Deloitte tax services help clients make tax-optimised decisions on issues connected to supply chain management, IP, treasury, legal entity structure, M&A, government incentives, indirect tax, and more. Our professionals stay current on complex and ever-changing jurisdictional tax rules, helping optimise global tax strategies and minimise risk.

Comprehensive support for your tax function

Technical and industry expertise for optimal tax outcomes

Deloitte’s tax advisory professionals draw on deep collective tax knowledge, industry experience, and cutting-edge technology to inform your tax approach to transactions and business strategies. Whatever your business objectives, we can help you optimise the tax consequences of your supply chains, M&As, government grants and incentives, or cross-border operations. We help simplify tax management and oversight while providing global visibility for informed strategic decisions—all with the benefits of working with a single global provider.

Supply and value chain tax advisory

A fundamental principle of tax strategy is to locate functions, assets, and risks in jurisdictions where they can be taxed at rates most favorable to the business.

Deloitte’s value chain alignment (VCA) teams integrate corporate operating models (or value chains) with global tax strategy for optimal value—helping multinational corporations build scalable, sustainable tax-advantaged supply chains that are poised for growth. With extensive experience in value chain tax advisory, intellectual property practices, and direct and indirect global tax strategy development, we help clients make effective decisions on an after-tax basis. This includes analysing, responding to, and effectively managing risks in relation to tax objectives.

Get in touch

Anne Casey
Director: International Tax
ancasey@deloitte.co.za 

Olebogeng Ramatlhodi
Global Trade Advisory Leader
oramatlhodi@deloitte.co.za

Intellectual property management

Smart intangible assets management, especially with a focus on intellectual property (IP) protection, can confer a significant competitive advantage. With intangible assets becoming more and more central to market valuation, organisations must carefully consider how they evaluate and monitor IP location, value, and security. Adding to the complexity are shifting international tax laws, including a proliferation of rules around movement and pricing of intangible assets.

Deloitte’s intellectual property tax teams advise clients on creating, owning, and monetising intangible assets in line with their business models, and on the impact of location and structure of those intangible assets on a company’s global effective tax rate. Our teams of tax advisors work closely with financial advisory, legal, and accounting experts to identify and implement efficient and effective IP management structures for your business.

Get in touch

Anne Casey
Director: International Tax
ancasey@deloitte.co.za 

Finance and treasury tax advisory

Tax reforms adopted around the globe, often in response to OECD initiatives, could have significant tax implications for your finance and treasury functions. To respond effectively, you must be able to identify cash and risk exposures, understand liquidity positions, manage foreign exchange volatility, and deploy or repatriate cash. It takes powerful technology to do all of this, not to mention maximising operational efficiency while staying agile enough to respond to unexpected internal and external change.

When your treasury team needs support, turn to Deloitte’s finance and treasury tax specialists for advice on navigating the international tax landscape. We can help assess sustainable, global finance and treasury policies through a tax lens. From fund advancement to M&A and restructuring, we can help assess tax attributes, respond to regulatory changes, and mitigate risk.

As part of a multidisciplinary organisation, we collaborate with Deloitte accounting advisory, treasury technology consulting, financial advisory, legal, and other specialists, providing comprehensive, practical advice on the tax impacts of financial transactions.

Get in touch

Annemarie Schroeder
Director: Mergers and Acquisitions – Tax
aschroeder@deloitte.co.za

Legal entity structuring

Business units of multinational organisations don’t—and can’t—operate in isolation; actions can have far-reaching effects on business decisions and tax provisions across the organisation. International tax frameworks such as OECD, BEPS Actions, and the EU Anti-tax Avoidance Directive (ATAD) are constantly evolving, as are jurisdiction-based tax laws, leading to growing regulatory complexity and increased scrutiny. Tax rule changes can affect access to treaty benefits, application of domestic anti-abuse rules, foreign tax credit (FTC) utilisation, and application of controlled foreign company (CFC) rules—all of which must be considered when assessing legal entity and business structures.

Deloitte tax professionals with expertise in legal entity structuring can analyse local, bilateral, and multilateral treaties, laws, and regulations to clarify the impact of global operating structures on your tax obligations. Insight into the international tax implications of capital deployment; repatriation strategies; and proposed mergers, acquisitions, and divestments supports confident business decisions.

Get in touch

Le Roux Roelofse
Director: International Tax Leader
lroelofse@deloitte.co.za

Kathy Jarvis
Senior Associate Director: Deloitte Legal
kjarvis@deloitte.co.za

Sudasha Naidoo
Director: Transfer Pricing Leader
sunaidoo@deloitte.co.za

M&A tax due diligence

As long as organisations continue to restructure, enter new markets, or buy and sell entities, M&A will remain an important factor in competitive advantage. And due diligence is critical to assessing the soundness of any investment.

Deloitte’s M&A due diligence tax professionals provide corporate clients and private equity investors with a spectrum of tax due diligence services. Our multidisciplinary approach brings together M&A professionals with industry and tax technical specialists to analyse and quantify industry, country, and deal-specific tax risks and opportunities; determine tax asset quality; and identify potential hidden costs, contingencies, and commitments. On both buy side and sell side, we can conduct diligence inquiries, model alternative tax approaches, and analyse the effects of multiple scenarios on future cash flows and earnings.

Get in touch

Annemarie Schroeder
Director: Mergers and Acquisitions – Tax
aschroeder@deloitte.co.za

Kathy Jarvis
Senior Associate Director: Deloitte Legal
kjarvis@deloitte.co.za

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M&A transaction tax structuring

Complex business transactions—mergers, acquisitions, joint ventures, equity investments, and divestitures—require the dedicated attention of experienced financial, accounting, legal, and tax professionals. And when a deal involves one or more parties with global operations, the range of considerations can be daunting.

Deloitte M&A transaction tax structuring professionals help companies navigate the myriad tax issues arising from cross-border transactions, including advising on tax-efficient deal structures. We can, for example, advise on transaction structure for an IPO or tax structure for an acquisition or disposal, on behalf of the buyer, seller, or financing party. Our focus is on optimising our client’s tax position, maximising tax synergies and attributes, and meeting the needs of all stakeholders, including related lenders and management. We do not advise in a vacuum, but recognise that accounting, legal, regulatory, cultural, and labor issues all play a part in M&A transaction tax analysis.

Get in touch

Chris Green
Director: Head of Mergers and Acquisitions – Tax
chgreen@deloitte.co.za

Kathy Jarvis
Senior Associate Director: Deloitte Legal
kjarvis@deloitte.co.za

Post-merger integration

Following any merger or acquisition, businesses need practical strategies for reducing tax risk and maximising the likelihood of post-merger tax benefits. Deals involving global businesses must also take into account foreign and cross-border tax and global value chain considerations.

Deloitte can help identify post-merger integration tax synergies. We work closely with legal and financial advisers to review transaction documentation, release post-merger value, and manage local country requirements and tax risks. Once a deal is complete, we can help realise tax synergies in the supply chain, sales organisation, back-office operations, and other areas of a business.

Get in touch

Chris Green
Director: Head of Mergers and Acquisitions – Tax
chgreen@deloitte.co.za

Kathy Jarvis
Senior Associate Director: Deloitte Legal
kjarvis@deloitte.co.za

Tax controversy advisory

Multinational organisations can spend enormous time and resources managing tax controversies and disputes across numerous jurisdictions. In today’s tax landscape, many authorities have moved beyond investigating technical merit and analysis to a growing focus on implementation and motive.

Deloitte's tax dispute resolution teams include former tax authority officials, alternative dispute resolution professionals, and, in many countries, tax litigation specialists—all devoted to supporting you at every phase of the tax dispute resolution cycle. We work across all tax fields, including domestic income tax, international tax, transfer pricing, indirect tax, and specialty areas such as incentives; in some markets, we also provide tribunal and court representation. Services include audit readiness assessment and preparation; strategies for minimising the impact of tax controversies; support for mitigation of potential disputes through revenue authority ruling systems; support for international treaty procedures; application of advanced pricing agreements (APAs), and other such tools.

Get in touch

Le Roux Roelofse
Director: International Tax Leader
lroelofse@deloitte.co.za

Government grants, credits, and incentives

Many countries offer generous government grants, credits, and incentives for investment in areas such as digital infrastructure, energy efficiency, environmentally sustainable development, innovation, and workforce training. Several fuel R&D innovation through elaborate systems of government financial incentives that fund manufacturing process improvements, production trials, or software integration in laboratory research. While identifying, understanding, and prioritising the right government incentives for your organisation can be time consuming and challenging, it can also generate significant financial benefits.

Deloitte’s global investment and innovation incentives (Gi3) practitioners provide grant and incentive support to help organisations around the world pursue appropriate incentives and execute effective strategies, in industries from aerospace to healthcare to agriculture and beyond. Government incentives can also yield immediate cash benefits, including reducing effective tax rates and increasing earnings per share (EPS).

Get in touch

Tumelo Marivate
Global Investment and Innovation Incentives Leader
tmarivate@deloitte.co.za

Izak Swart
Director: Global Investment and Innovation Incentives
iswart@deloitte.co.za

High net worth and family office advisory

Private and family-owned companies face a range of challenges that can affect not only the success of the business, but also the professional and personal ambitions of its owners. Whether your goal is to expand into new markets, plan for succession, sell your business, or pursue an IPO, integrated tax advice is critical. The same holds true when managing the tax obligations of other high-net-worth individuals and their family offices.

Deloitte tax specialists help private businesses and their owners, family offices, and other individuals with substantial assets to understand, plan, and execute effective business and tax strategies. We keep up with potential and new legislation and evolving markets, offering services tailored to each family’s unique circumstances. Our advice spans income tax advisory and compliance services, helping address the complex interrelationships of a privately held business and its owners, family offices, and employees. We can assist with owner and wealth planning, including wealth preservation and transition of wealth to future generations. Our global tax professionals can answer questions related to tax residency and domicile, and assess the tax implications of international investment opportunities. And we evaluate the potential tax consequences of business and personal wealth decisions on your tax, business, and personal objectives for generations to come.

Get In touch

Chris Green
Director: Head of Mergers and Acquisitions – Tax
chgreen@deloitte.co.za

Anne Casey
Director: International Tax
ancasey@deloitte.co.za

Annemarie Schroeder
Director: Mergers and Acquisitions – Tax
aschroeder@deloitte.co.za

Indirect tax recovery and advisory

Faced with opportunities to recover domestic and foreign sales and use taxes—including value added tax (VAT) and goods and services tax (GST)—many businesses rely on time-consuming manual processes to gather sales and use tax recovery information and prepare and submit refund claims.
Deloitte’s global network of indirect tax recovery professionals provide advice and practical support to help businesses process and manage VAT/GST refunds more effectively. We support an end-to-end process, from opportunity identification through data collection and analysis, preparation and submission of refund claims, and any necessary follow-up.

Using Deloitte’s proprietary work processes, tools, and technology, businesses around the world can streamline processes and increase transparency, reducing the time and expense of VAT/GST recovery.

Get in touch

Severus Smuts
Director: Indirect Tax Leader
ssmuts@deloitte.co.za

Tax Advisory and Transactions

Advisory and support, when and where you need it

Explore our collection of content and learn more about how Deloitte’s tax advisory and transaction advisory teams help develop and implement practical tax strategies that support business objectives.

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Get in touch

Le Roux Roelofse

Le Roux Roelofse

Director: International Tax Leader

Le Roux is an experienced international tax director with deep knowledge of tax aspects relevant to inbound and outbound investments, including tax treaty application and South Africa’s controlled for... More

Chris Green

Chris Green

Director: Head of Mergers and Acquisitions – Tax

Chris leads the Deloitte Africa Tax & Legal mergers and acquisition (M&A) tax team, with 20 years of experience in audit and tax. He specialises in providing M&A tax services to clients across the ful... More