Financial Advisor Invoice Generator for South Africa
Create professional financial advisor invoices for clients in South Africa. This free invoice generator combines financial advisor-specific billing practices with South Africa's tax requirements (15% VAT) and preferred payment methods like EFT and Instant EFT.
Free, no registration required. Your data stays in your browser.
South Africa Tax Information
VAT is 15%. Registration mandatory above R1 million taxable supplies.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in South Africa
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in South Africa
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in South Africa?
South Africa has 15% VAT. VAT is 15%. Registration mandatory above R1 million taxable supplies.
What payment methods are common for financial advisors in South Africa?
Common payment methods in South Africa include: EFT, Instant EFT, Credit Card, Cash, SnapScan. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in South Africa?
Your invoice should include: VAT number, Company registration, Client details, VAT (15%). For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What is South Africa's VAT rate?
15% on most goods and services. Basic food items are zero-rated.