We Take Care of Everything
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.
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 also provide personal tax compliance, preparation and planning strategies incorporating tax-effective wealth creation and preservation, retirement, succession and estate planning
Personal Tax Management
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.
Family Business Compliance & Bookkeeping
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