Waterford Accountants + Financial Services

Waterford Accountants + Financial Services Waterford Accountants provides strategic accounting and financial advice for business owners and professionals. At Waterford, you are never just a number.

Based in Newcastle, we help our clients grow, protect and plan their wealth with confidence. Waterford Accountants and Financial Services is an award-winning firm working to help grow businesses and personal wealth. Established in 2004 and based in Newcastle NSW, the firm experienced a rapid and consistent expansion through word-of-mouth referrals from clients who benefit from a more personal appr

oach. Managing Director, Chris Catalovski heads a team of highly-skilled accountants and financial advisers who have deep expertise across multiple fields. Our accountants specialise in business and taxation services for business owners and medical professionals while our financial advisers offer services tailored to all stages of life. The team at Waterford understands the importance of placing their clients’ needs first, applying leading-edge technology and proactive strategies to grow business and create wealth. We are passionate about the wellbeing of our team members, our clients, and the broader community in which we live and work, helping others is part of our culture. For more information on how our team of specialists can help you achieve your personal and professional goals, visit our website waterfordaccountants.com.au or send us a Facebook message.

A reminder for NSW businesses! 📅The August monthly payroll tax return is due 7 September 2026.For the 2026–27 financial ...
02/09/2026

A reminder for NSW businesses! 📅

The August monthly payroll tax return is due 7 September 2026.

For the 2026–27 financial year, the NSW annual payroll tax threshold is $1.2 million, with payroll tax calculated at a rate of 5.45% on wages above the applicable threshold.

Staying on top of your payroll tax obligations can help your business avoid unnecessary interest and penalties.

Not sure what applies to your business? Get in touch with the Waterford Accountants team for guidance.

Budgeting and cash flow planning can help you understand what’s coming in, what’s going out, and where your business may...
29/08/2026

Budgeting and cash flow planning can help you understand what’s coming in, what’s going out, and where your business may need attention before small issues become bigger ones.

With the right plan in place, you can make more informed decisions and stay focused on where your business is heading.

An SMSF can give you more control over your retirement, but it also comes with important responsibilities.With the right...
27/08/2026

An SMSF can give you more control over your retirement, but it also comes with important responsibilities.

With the right advice, you can better understand whether an SMSF is the right fit and how it may support the future you’re building.

Thinking about taking more control of your super? Give us a call today!

For eligible small businesses, qualifying assets under $20,000 may be immediately deducted rather than depreciated over ...
25/08/2026

For eligible small businesses, qualifying assets under $20,000 may be immediately deducted rather than depreciated over several years. However, eligibility, timing, and the type of asset purchased still matter.

Before making a purchase, it’s worth checking that it supports your broader business goals and meets the requirements.

Planning an asset purchase? Speak with the team at Waterford Accountants today.

Starting a new business? The structure you choose from day one can impact your tax and legal obligations, asset protecti...
20/08/2026

Starting a new business? The structure you choose from day one can impact your tax and legal obligations, asset protection and future growth plans.

Getting the setup right early can help you avoid costly changes down the track and give your business stronger foundations from the start.

Speak with the Waterford team today!

Meet 39 Martin Place, Sydney 👋🏼Whether you’re popping in for a meeting or a planning session, we’re excited to have a sp...
18/08/2026

Meet 39 Martin Place, Sydney 👋🏼

Whether you’re popping in for a meeting or a planning session, we’re excited to have a space to welcome our Sydney clients in person.

Our focus is on providing clear, tailored advice that helps you feel supported and confident in your financial decisions...
15/08/2026

Our focus is on providing clear, tailored advice that helps you feel supported and confident in your financial decisions.

Thank you, Ross, for trusting the Waterford team 🌟

We’re excited to welcome Cross to the Waterford team as our newest Trainee Accountant!Cross joins us as part of our cont...
06/08/2026

We’re excited to welcome Cross to the Waterford team as our newest Trainee Accountant!

Cross joins us as part of our continued organic growth and is currently in his second year of a Bachelor of Commerce at Newcastle Uni.

He brings a great eagerness to learn and is already beginning his training with the team. Welcome to the team Cross!

Recent changes to anti-money laundering requirements may involve additional identity verification, client due diligence ...
05/08/2026

Recent changes to anti-money laundering requirements may involve additional identity verification, client due diligence checks, and extra information before certain accounting or financial services can proceed.

They are now part of the compliance process, which means having the right documentation ready can help avoid delays and keep things moving smoothly.

https://waterfordaccountants.com.au/

EOFY is over, now is the time to review your outcome, understand what worked, and identify what could be improved for th...
30/07/2026

EOFY is over, now is the time to review your outcome, understand what worked, and identify what could be improved for the year ahead. Whether that's tax planning, cash flow, business structure, etc., the next step is about using your results to make more informed decisions moving forward.

Speak with our team to get ahead.

Address

75 Tudor Street, Hamilton
Newcastle, NSW
2303

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61249402800

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