Membership benefits
Use the Benefits that come with your Membership
For our Platinum and GoldPLUS Members, your Membership comes with exclusive added benefits. These include tax advice and assistance from our in-house tax practitioners, the Claims Booster to help you maximise your legal cover, and support in drafting your Will and Testament—all at no additional cost.
Tax made easy!
As a Platinum or GoldPLUS Member, you have access to tax advice and assistance from our in-house Tax Practitioners.
Our Tax Practitioners offer the following services:
> Assisting with the completion and electronic submission of your annual personal income tax return and providing support with the necessary documents.
> Simplifying your SARS notice of assessment (ITA34) and explaining the tax calculations in clear, easy-to-understand terms.
> Helping you check the status of your tax accounts with SARS.
> Guiding you through the process of becoming a registered individual taxpayer, if you are unsure where to begin.
> Offering advice on tax-related legislation and navigating SARS self-help guides.
> Assisting with querying outstanding personal income tax returns, SARS audits, objections, and penalties.
> Clarifying SARS garnishees (IT88) and what they mean for you.
Claims Booster.
As a reward for your loyalty and claim-free history and as a Platinum and GoldPLUS Member you receive additional cover when you need it most. When you lodge your first claim, that results in you reaching your Maximum Limit, you will get an extra amount added as a loyalty reward.
The Claims Booster gives you up to 25% extra on your Maximum Limit when you first claim, if-
> You have maintained your status as a paid-up Member.
> You have not made any previous claims.
> You have reached your Maximum Limit for legal expenses on your first claim.
Last Will and Testament.
Having a valid, up-to-date Will and Testament ensures your wishes are honoured and your loved ones are protected. Without one, family and life partners may face unintended consequences. This essential document allows you to control how your belongings are distributed after your passing.
> Platinum Members enjoy insurance cover for the drafting of a simple Will or Testament for every two years of paid-up Membership as well as the safe-keeping of your simple Will and Testament for your peace of mind.
> For GoldPLUS Members the simple Will or Testament will be drafted by our in-house Legal Counsellors and includes the safe-keeping of your simple Will and Testament.
A Municipal Service for all LegalWise Members.
This service offers assistance for you to resolve Municipal-related matters such as:
> Property ownership – assistance with verifying ownership, the registration of property and lodging disputes on any debt from a previous owner.
> Billing issues – assistance with incorrect billing for rates, water or electricity, incorrect subsidies and rebates.
> Municipal valuations – assistance with interpreting property valuations and lodging disputes.
> Outstanding debt – assistance with negotiating payment arrangements.
> Subsidies and rebates – assistance with registering for rebates and subsidies, for example, prepaid electricity and for pensioners.
> Reconnections – assistance with the reconnection of water and electricity supply.