KYN
Know Your NumbersTax & Business referrals

Dedicated accountant referral form

Refer a retirement or business client

This page belongs only to the Tax and Business assessment pipeline. It does not use the Legacy will-enquiry form.

  • Select the discussion: retirement contribution analysis, business continuity or business assurance.
  • Identify the source: enter the accounting practice, accountant's full name and work email.
  • Record permission: confirm the client explicitly agreed to the referral and requested the appointment.
  • Book immediately: continue to Calendly after the secure referral is recorded.

Accountant referral workspace

Analyse, record the client's request and book

Step 1 of 3
Choose and complete an assessment
2027 tax year (1 March 2026 to 28 February 2027)

The estimate uses gross monthly income as a remuneration proxy. Employer, pension and provident contributions count toward the same limit and must be included when known.

Employer contribution unknown

The available contribution room may be overstated. Ask payroll or check the IRP5 and benefit statement before acting.

Estimated total annual limitR 0Lesser of 27.5% of the income proxy or R430 000.
Known annual contributionsR 0Personal plus known employer/workplace-fund contributions.
Estimated remaining roomR 0Before other income, deductions or fund contributions are considered.
Years to retirement—Based on birth year and selected retirement age.

Ten illustrations

Contribution scenarios

Not recommendations
OptionTotal retirement p/mPersonal amount p/mTotal p.a.Est. tax difference p.a.Est. added net cost p/m
1R 0R 0R 0R 0R 0
2R 0R 0R 0R 0R 0
3R 0R 0R 0R 0R 0
4R 0R 0R 0R 0R 0
5R 0R 0R 0R 0R 0
6R 0R 0R 0R 0R 0
7R 0R 0R 0R 0R 0
8R 0R 0R 0R 0R 0
9R 0R 0R 0R 0R 0
10R 0R 0R 0R 0R 0

Second view

Lifestyle illustration

Using a 5% illustrative retirement-income rate and approximately 2.86% real annual growth before retirement (8% nominal growth less 5% inflation).

Illustrative income target
R 0 p/m in today's money
Illustrative capital target
R 0
Calculated monthly contribution
Complete age inputs
This simplified projection excludes fees, changing income, existing workplace benefits, tax on retirement income, contribution escalation and market variability. It must be verified in a regulated needs analysis.

Source assumptions: SARS 2027 employers' tax guide. The online estimate is educational and is not a SARS assessment, tax advice or a product recommendation.

Separate pipeline

Submissions on this page use the accountant Tax and Business referral record and notification process. Will and estate-planning enquiries remain on legacy.knowyournumbersa.expert.