Services for Private Clients, Family Offices & Business Owners

Catalyst Partners are experienced in servicing Australian private clients, families and business owners with their accounting, advisory and management services at competitive rates. We offer holistic affairs management services, thereby giving our clients more time to focus on their business and family.. or see services for Professionals & Senior Executives, Agricultural sector and   International private clients click here)

Ian Kennedy OAM

I am an entrepreneur and have started, owned and run many enterprises. Finding accountants in Sydney who are responsive, good commercial managers and reasonably priced has been challenging.  Fortunately on the Starlight Foundation Board, I met GrahamWatman (a Director), and for the past few years he and Glen and his team at Catalyst Partners have managed my affairs. Few accountants have good commercial skills and their insights into the figures they are very carefully recording, are often non existent. Catalyst is an exception, they are extraordinary experienced business managers and true to their name, Catalyst, proactive (a great quality). They are my partner in success!”  

Ian Kennedy OAMInvestor & Entrepreneur

Affairs Management

These services include:

  • Property & asset management
  • Investment management & administration
  • Bill payment & payroll services, acting as Post Box and Registered Office
  • Board representation
  • Document & record management
  • Family business constitution and charter development
  • Managing family conflict

Advisor Coordination

We act as the “hub of the wheel” for client’s existing network of advisors (the “spokes in the wheel”). We also have a network of proven partners should a client have needs in any other particular area.

Personal Tax Management

We also provide personal tax compliance, preparation and planning strategies incorporating tax-effective wealth creation and preservation, retirement, succession and estate planning

Family Business Compliance & Bookkeeping

These services include:

  • Statutory reporting & returns
  • BAS & IAS
  • Payroll administration
  • Accounts payable & receivable
  • Cloud computing software solutions
  • Company Secretariat / Corporate Administration
  • Document management

Management Accounting Reporting

We provide ongoing reporting both periodic and year-end that can include:

  • Profit & Loss and Balance Sheet
  • Cash flow statements, analysis & Liquidity planning
  • Treasury reporting / Working capital management
  • Actual versus budgets & forecasts
  • Product costing
  • KPI development, analysis and reporting
  • Trend analysis and ratio analysis
  • Internal control reviews

Advisory & Tax Management

We take care of tax and business structuring to optimise the business owners’ benefits, and management of their general tax situation. Services include:

  • Breakeven and profitability analysis
  • Banking & funding reviews
  • Capital & Debt Structuring
  • Entity Structuring & Setup
  • Exit and asset protection restructuring & planning
  • Accessing Financing & Grants
  • Business appraisals, disposals & acquisitions
  • Financial due diligence
  • Business growth & improvement strategies
  • Stakeholder relationship management

Also see services for:

Professionals & Senior Executives / Agricultural Sector Clients /  International clients

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