Retirement contribution analysis
Estimate the current SARS retirement-fund contribution limit, compare ten contribution scenarios and view an illustrative retirement-income target.
Know Your NumbersRetirement & business assessments
Analyse before the conversation
Understand the numbers. Identify the gaps. Choose the next step.
Run a retirement contribution analysis, business continuity assessment or business assurance assessment, record a client-requested introduction and book the client immediately.
Current SARS assumptionsAccountant referrals onlyNo marketing opt-in
Three focused assessments
Start with the question that matters now
The tools organise information for a later conversation. They do not select a product, provide tax advice or replace a regulated financial needs analysis.
Business continuity assessment
Review succession, decision authority, ownership transition, liquidity and critical operating dependencies.
Business assurance assessment
Review owner, key-person, valuation, debt, surety and funding questions before a formal needs analysis.
Dedicated Tax and Business referral form
Tax and business referrals now use their own secure page.
- Accounting practice: record the practice/company, accountant's full name and work email for attribution and transaction updates.
- Client and product: capture whether the request concerns retirement contributions, business continuity or business assurance.
- Appointment: after the accountant records the client's explicit request and meeting permission, Calendly opens immediately.
- This form is separate from the Legacy will-enquiry form and does not create marketing consent.
Tax-domain form
Refer a retirement or business client
Continue to the dedicated accountant form on this Tax domain. The submission is stored in the accountant referral pipeline and is not sent to the Legacy will pipeline.
Open the Tax & Business referral formThe accountant must have the client's explicit permission before submitting the client's details or arranging a meeting.
Controlled handover
From assessment to documented outcome
- 1
Assess
Complete the retirement or business questionnaire using information supplied by the client.
- 2
Record the referral
The accountant identifies their practice and records the client, selected assessment and explicit permission declarations.
- 3
Book immediately
Calendly opens on the private referral page so the accountant can choose the client's requested meeting time.
- 4
Confirm and track
The client separately confirms contact and sharing permission before adviser follow-up or Sanlam referral, while the case remains attributed to the accountant.
For accounting practices
Use a prefilled practice link without transferring a client database.
Use tax.knowyournumbersa.expert/refer?ref=firm-code&firm=Firm%20Name&accountant_name=Name&accountant_email=name%40firm.co.za. The accountant must submit one client-requested introduction at a time and complete the consent declarations.
The assessments provide general educational estimates. They do not constitute financial, tax, accounting or legal advice, do not promise a deduction or refund, and do not recommend a contribution, product or policy. SARS treatment, employer contributions, fund rules, fees, risks and suitability must be verified for the person's circumstances.