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.

For some, a self managed super fund can provide flexibility and greater choice, but for others, it may not be the most s...
14/07/2026

For some, a self managed super fund can provide flexibility and greater choice, but for others, it may not be the most suitable option.

Before making any decisions, it’s important to understand the benefits, obligations, and whether it aligns with the future you’re working towards.

Chat with our team today to find out if it’s the right fit for you.

Small businesses come with big decisions, and having the right support can make all the difference. We provide small bus...
12/07/2026

Small businesses come with big decisions, and having the right support can make all the difference. We provide small business support that goes beyond the numbers, helping you make clearer decisions and build stronger foundations for long-term success.

Chat with our team to learn more!

As your business grows, the structure that once worked may no longer be the most effective option. A regular review can ...
10/07/2026

As your business grows, the structure that once worked may no longer be the most effective option. A regular review can help identify whether your setup is still supporting your tax position, cash flow and long-term plans.

Unsure if your current structure is working? Get in contact!

A new financial year is the perfect opportunity to pause, review and reset. Understanding where your business stands now...
07/07/2026

A new financial year is the perfect opportunity to pause, review and reset. Understanding where your business stands now can help you make smarter decisions and create a plan that supports growth in the year ahead.

Chat to our team and start your year with clarity.

Once your return is lodged, it’s worth taking a moment to look at the bigger picture. Your tax outcome can offer helpful...
03/07/2026

Once your return is lodged, it’s worth taking a moment to look at the bigger picture. Your tax outcome can offer helpful insights into your financial position and highlight opportunities to plan better for the year ahead.

Need help understanding what comes next? Speak with our team!

Celebrating another EOFY, bigger, better & greater than ever, with thanks to our amazing team 🙌🎉👏🍾🍻🥂
30/06/2026

Celebrating another EOFY, bigger, better & greater than ever, with thanks to our amazing team 🙌🎉👏🍾🍻🥂

Proposed changes to SMSF borrowing arrangements are now on the radar, particularly for Limited Recourse Borrowing Arrang...
24/06/2026

Proposed changes to SMSF borrowing arrangements are now on the radar, particularly for Limited Recourse Borrowing Arrangements (LRBAs).

While these changes are not yet law, they may impact future SMSF borrowing strategies, especially for residential property purchases.

Existing LRBAs are expected to continue under current rules, while commercial property arrangements have not yet been specifically targeted.

If you have an LRBA in place or are considering one, now is a good time to review your position. Chat to our team if you would like to arrange a review meeting.

Pre-retirement is a crucial window to take control of your finances, refine your strategy, and make sure everything is w...
23/06/2026

Pre-retirement is a crucial window to take control of your finances, refine your strategy, and make sure everything is working together. With the right advice, you can build a clear roadmap that turns uncertainty into confidence.

We are all about creating a personalised plan that aligns with your goals, maximises your opportunities, and sets you up for a secure and rewarding retirement.

Every stage of business comes with its own challenges, decisions and opportunities.We specialise in helping businesses e...
21/06/2026

Every stage of business comes with its own challenges, decisions and opportunities.

We specialise in helping businesses establish strong foundations and stay supported through every phase of the journey. From essential accounting services to strategic business advice, we are here to provide the guidance you need to move forward with confidence.

Get in touch via the link below👇
https://waterfordaccountants.com.au/

DIY might save you money upfront, but working with an accountant at tax time helps you in maximising your outcome, stayi...
19/06/2026

DIY might save you money upfront, but working with an accountant at tax time helps you in maximising your outcome, staying compliant, and having peace of mind that everything is done right.

Not sure which path is right for you? Let’s chat.

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

Website

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