Waterford Accountants + Financial Services

Welcome to Waterford Accountants Financial Services, located at 75 Tudor Street in Hamilton, Australia. We pride ourselves on offering a more personal approach to accounting and financial services. We understand the concerns you have today and are dedicated to guiding you towards your goals for tomorrow.

Our team of experienced accountants specialize in accounting for business owners and medical professionals. We understand the unique challenges and opportunities that come with these industries and can provide tailored solutions to help you succeed.

Whether you're starting a new business, acquiring or selling a business, or need assistance with end-of-year tax planning and returns, our range of business advisory services are designed to support you at every stage of your business lifecycle. We take care of your compliance, tax, and day-to-day accounting needs, giving you peace of mind to focus on what you do best.

For doctors, pharmacists, and medical practice owners, we offer the highest level of professional advisor accreditation in your industry. We understand that time is precious, and we are here to provide the expertise and support you need to manage your finances effectively.

If you're considering investing but unsure of the best path to take, our financial advisors can help. We'll assess your personal circumstances and provide tailored advice on when and what investment options to choose, ensuring you make informed decisions to grow your wealth.

Navigating superannuation rules can be confusing, and missing vital changes can impact your future wealth. Our team of superannuation specialists is here to help you understand the complexities and guide you towards achieving your financial goals for retirement.

Protecting yourself and your loved ones against unforeseen events is crucial. Our insurance experts will review your current coverage, explain the fine print, and ensure you have adequate protection in place.

Stay informed with the latest tax rulings and changes. We keep up-to-date with the NSW and Victoria Revenue Departments and can provide you with the information you need to make informed decisions.

When it comes to succession planning, we understand the importance of transferring your business and assets smoothly. Whether you're retiring or planning for the future, we can help you navigate this process and ensure a seamless transition.

All trustees of self-managed super funds (SMSFs) have a duty to operate in a way that maximizes benefits for members. Our team can provide guidance and support to ensure you fulfill your obligations and make the most of your SMSF.

At Waterford Accountants Financial Services, we are committed to providing you with the tools and information you need to grow your business, protect your assets, and achieve your financial goals. Contact us today to discover how we can assist you on your financial journey.