What we do
Business Advisory Services
At Titan Partners, our Business Advisory team provides essential business services to growing enterprise and high net-worth individuals. We focus on helping businesses achieve their ambitions and maximise returns for shareholders.
Our services are commercial, comprehensive, and deliver results. By thoroughly analysing our client's business strategy and operations, we apply our depth of expertise in accounting, tax, and outsourcing to enhance our client’s performance.
For our [discerning] private clients, we support wealth expansion, asset protection, and generational wealth transfer, offering personalised guidance on family legacy planning and strategies to maintain and safeguard wealth.
Key business advisory services we offer include:
Business advisory
Finance strategy, restructuring, cash flow management, succession planning, and more, aimed at enhancing business performance and value.
Private clients
Wealth preservation, asset protection, family governance, and philanthropy, among others, ensuring a tailored approach to wealth management.
Compliance
Comprehensive compliance support from tax preparation to outsourced CFO services, safeguarding against regulatory compliance issues.
Our Business Advisory team is led by Darren O’Brien, Jorge Di Zio, and Thomas Thoma who have worked together for more than two decades.
For information contact Darren O'Brien
Contact Details
T: + 61 2 9268 3319
E info@titanpartners.com.au
For information contact Thomas Thomas
Contact Details
T: + 61 2 9268 3309
E info@titanpartners.com.au
Tax Advisory
Our Tax Advisory team partners with a diverse range of clients; from individuals and family businesses to large corporates and private equity firms to navigate the complex world of taxes.
Our team is not just skilled; they bring years of specialist experience to the table, ensuring we're well-equipped to handle the varied tax needs across different industries and tax domains.
We offer a wide array of services, ensuring that every tax challenge, whether it's corporate, international, or personal, is met with a strategic and effective solution.
Our corporate and international tax services are broad, covering everything from the essentials of business structuring and advice on mergers and acquisitions to the nuances of international tax, and various indirect taxes, including GST, FBT, and employment-related taxes.
For individuals and smaller enterprises, we apply our extensive knowledge of business structuring, salary packaging and superannuation, and the use of trusts and partnerships to create tax-efficient strategies.
In essence, our goal is to provide timely, commercially aware, and cost-effective tax strategies. Whether you're a multinational corporation or a small enterprise, the team at Titan Partners is ready to guide you through the tax maze with solutions tailored to your unique needs and objectives.
Steve Di Leo heads up Titan Partner’s Tax team. He brings more than 20 years of senior-level experience developing tax and structuring solutions for business entities and investors.
Corporate Finance
Providing innovative, independent, and transaction-oriented advice, our Corporate Finance team supports our clients to achieve their corporate and strategic goals.
We provide M&A advice to both buyers and sellers in mid-market corporate transactions including trade sales, private equity transactions and broader capital-raising projects including IPOs and reverse takeovers.
With significant expertise in due diligence engagements, financial modelling and valuation advice including company valuation, employee share option plans and other derivatives and over 70 years of combined experience across various industries, we adopt a "whatever it takes" approach, demonstrated by a strong completion rate in transactions.
Titan Partners' Corporate Finance acts as an independent expert, opining on whether public market takeovers are fair and reasonable to shareholders or in their best interest.
With an Australian Financial Services License, No: 427275, we are authorised by ASIC to provide the above corporate finance service to our clients.
Our Corporate Finance team is led by Brad Higgs, Hal Pritchard, and their team, who have successfully assisted over 60 businesses with their transaction needs.
www.titanpartnerscorporatefinance.com.au
For information contact Hal Pritchard
Contact Details
T: +61 2 9268 3361
E info@titanpartners.com.au
Self Managed Superannuation Funds
Our Team have been operating in the SMSF space all of their professional lives and therefore have the required expertise to assist clients with proactive advice and support in the management of their funds.
Our tailored SMSF advice is designed to assist SMSF trustees with optimising their wealth for retirement. Our support includes year-round investment, accounting, compliance and administration assistance. Education around SMSF compliance underpins our commitment to clients.
Our service offerings are:
SMSF Advisory
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SMSF Establishment
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Contribution Maximisation Strategies
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Pension Commencement
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Related Party Investments
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Unit Trust Structures
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Limited Recourse Borrowing Arrangements
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Estate Planning
Darren O’Brien (ASIC No. 1244524 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Steve Di Leo (ASIC No. 1246554 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Thomas Thoma (ASIC No. 1249512 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Jorge Di Zio (ASIC No. 1249510 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Abeer Mehra (ASIC No. 1270063 ) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, AFSL No. 409361
Titan Partners contact information
T + 61 2 9268 3300
E smsf@titanpartners.com.au
Merit Wealth contact information
Titan Partners Pty Ltd ATF The TP Trust ABN 66 461 910 176 is a Corporate Authorised Representative (ASIC No. 1249513) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
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Email: contact@meritwealth.com.au Tel: 1300 785 611
Other offerings:
SMSF Compliance
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Prepare annual financial statements
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Preparation of Member’s Information Statements
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Prepare and lodge the fund’s annual income tax return
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Prepare and lodge the fund’s Activity Statements
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Audit of the SMSF by an approved auditor
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Prepare member benefits statement, which contains member’s tax components
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Provide you with detailed investments reports, such as investments movement report, and year-end market valuation report
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Facilitate obtaining of an actuarial certificate where required
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Minutes of Meetings
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Manage communications and correspondence with Australian Taxation Office