You're invited
Tax Structuring for Personal Finances & Business
An in-person event in the Winelands exploring how to legally align your personal finances and business operations with applicable tax laws — minimising your tax liabilities and protecting your assets.
Date
12 August 2026
Time
11:00 – 13:00
Venue
Back's Polo Pavilion, Val de Vie Estate, Paarl
Places are limited · Refreshments provided
A clearer path through tax
The purpose of tax structuring is to legally align your personal finances or business operations with applicable tax laws — minimising your tax liabilities and protecting your assets.
Join us in the Winelands for a focused, interactive morning hosted by Holborn Assets in partnership with the tax specialists at Legato Accounting and Tax. You'll learn practical strategies, put your questions to the experts, and connect with others over refreshments.
What you'll take away
- Structure your personal and business finances in line with current tax law
- Practical, legal strategies to minimise your tax liabilities
- How to protect and preserve your assets for the long term
- Direct answers to your questions from qualified tax practitioners
Your host
Meet your host
Romeo Stefanutti
Senior Partner & Wealth Manager, Holborn Assets
Romeo Stefanutti brings over 20 years' experience in the financial services and advisory industry. He works closely with each client to understand their needs before recommending tailored risk and investment solutions, applying a proven strategy he has refined across his career.
He advises family trusts, high-net-worth individuals, companies and charitable organisations. As a registered wealth manager, Romeo provides estate planning, pension advice, retirement planning, bespoke investment portfolios and tax-efficient structures — and has earned numerous production and quality awards along the way.
On the day
A relaxed format running from 11:00 until 13:00 at the latest — designed for real conversation.
11:00 – 11:30
Opening & presentation
A general introduction and presentation by Jacques and Hendrik.
Interactive session
Q&A — the floor opens
We open the floor for your questions — the aim is to keep the morning as interactive and engaging as possible.
To close
Networking & refreshments
The event concludes with a networking opportunity over refreshments.
Your guest speakers
Qualified tax practitioners from Legato Accounting and Tax.
Jacques Thysse
Director, Legato Accounting and Tax
B.Com (Accounting), UNISA
Hendrik van der Walt
Director, Legato Accounting and Tax
GTP(SA) – SAIT | SARS Tax Practitioner
Reserve your seat
Register now
12 August 2026 · 11:00 – 13:00 · Back's Polo Pavilion, Val de Vie Estate, Paarl. Places are limited, so please register early.