Waterford Accountants + Financial Services

We are so excited introduce Jackie, the newest accountant to join the Waterford Accountants team!

After 2 weeks, Jackie has already brought so much experience and enthusiasm to the team.

Welcome to Waterford, Jackie! 👏

A very Happy Father’s Day to the dads in our Waterford team, our clients and all the dads and father figures in our community. ❤️

We hope you have a wonderful day celebrating with family and loved ones!

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 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 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 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 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 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.

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 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!