What we do

Business Services

Titan Partners is dedicated to providing the highest level of technical and commercial outcomes for its business clients. Our advisory capability is focused on challenging owners and key stakeholders to fulfill the potential of their business and to deliver on their shareholder wealth objectives. We do this by working closely with you to understand and deliver on the strategic and operational opportunities and challenges of your business. Our technical expertise in the areas of accounting, taxation and outsourcing have been developed from our collective experience and a dedication to maintaining the highest levels of technical training for our people.


Our Private Clients benefit from our experience in working with high net wealth groups ranging from executives and small business owners aspiring to grow their wealth base to ultra high net wealth family groups with diversified investment, business and philanthropic interests. We have particular expertise in advising our private clients with family succession strategies that invariably involve complex asset protection and the effective transfer of wealth to successive generations.

Our key service offerings are:

Business advisory

  • Strategy facilitation

  • Banking finance advice and restructuring

  • Cash flow and working capital planning

  • Business succession planning

  • Implementing management reporting frameworks

  • Equity and profit employee incentive schemes

  • Business value advice and sale planning

Private clients

  • Estate and family wealth preservation planning

  • Asset protection structuring

  • Family constitution design and advice

  • Philanthropic structuring

  • Outsourcing of administration, accounting and banking for family office needs

  • Taxation advice regarding trust structures and other tax efficient structures

  • Investment reporting

  • Cash flow and financial control planning

  • Superannuation structuring and planning

  • Self managed superannuation fund accounting and tax compliance


  • Income Tax return preparation and lodgement

  • Online book keeping and accounting

  • Statutory financial reporting preparation

  • Corporate secretarial and governance

  • FBT, GST, payroll tax preparation and lodgement

  • Payroll services

  • Outsourced finance function

  • Outsourced CFO


In addition to the above, we have trusted partners in a number of specialty areas that we can recommend to meet your specific needs and cost requirements. We have worked with these advisers over many years and jointly are able to provide a seamless and efficient service to you:

  • Statutory audit

  • Legal services including industrial relations, estate planning and corporate law

  • Investment and financial planning

  • Migration services


For information contact Jorge Di Zio


Contact Details

T + 61 2 9268 3300
M +61 423 020 140

Tax Advisory


Titan Partners offers a broad range of tax consulting services from our highly skilled tax consulting team.

We have many years of experience providing specialist tax consulting services to clients ranging from individuals and family groups, to larger listed corporate and private equity groups. Titan Partners is ideally placed to meet the tax consulting needs of a wide range of clients, across a wide range of industries and specific tax areas.


We draw upon our large firm training and expertise to deliver timely, commercial and cost effective solutions and strategies to our clients.

Our key service offerings are:

Corporate and international

  • Business structuring and re-structuring

  • Merger and acquisition advice

  • Corporate tax

  • International tax

  • Transfer pricing

  • Indirect taxes such as GST and FBT

  • Employment related taxes

 Individuals and small-to-mid market enterprises

  • Business structuring and re-structuring

  • Salary packaging

  • Effective use of trust and partnership structures

  • Capital gains tax

  • Superannuation strategies

  • Employment related taxes

For information contact Steve Di Leo


Contact Details

T + 61 2 9268 3300
M +61 417 294 475


Corporate Finance

Titan Partners Corporate Finance provides innovative, independent and transaction-oriented  corporate finance advice to assist clients in achieving their corporate and strategic aspirations. As the boutique corporate advisory arm of Titan Partners, we pride ourselves in being approachable advisors who can provide practical and commercially viable advice to our clients.


Whether your business is seeking to divest, merge, acquire or raise capital, our core competencies in valuation advisory and mergers and acquisitions (M&A) advice ensures delivery of successful transaction outcomes.


Drawing on over 20 years of experience in corporate finance advisory, our small but growing team offers high quality, targeted advice to the diverse mid-market sector, ranging from small, high growth enterprises to established large private businesses as well as publicly listed corporations.


Titan Partners Corporate Finance holds an Australian Financial Services Licence (“AFSL No 427275”) in accordance with the Australian Securities and Investments Commission (“ASIC”) requirements for advising and dealing in securities. We also have established relationships with key players in corporate finance transactions, including banks, private equity firms and legal advisors.

Our key service offerings are:

Lead advisory

  • Business and company divestments

  • Mergers and acquisitions and sourcing targets for acquisition

  • Capital raising transactions and sourcing and negotiation of debt and/or equity funding including private equity

Transaction services

  • Acquisition and vendor due diligence

  • Financial modelling and business planning

  • Data room management

  • Project feasibility

  • Transaction support and assisting finance teams in managing transactions

Valuation advisory

  • Independent expert reports for transactions to comply with Corporations Law and ASX listing rules

  • Valuations for tax purposes

  • Intellectual property valuations

  • Litigation support and forensic advisory service

Shareholder value consulting

  • Complex operational reviews, implementation of employee share option plans (“ESOP”), strategic, advisory, commercial advice and preparing a business to undertake a transaction

  • The majority of this work is undertaken to facilitate transaction outcomes, however some of the more valuable advice is provided prior to undertaking those transactions to maximise shareholder value in subsequent transactions.

For information contact Brad Higgs

Contact Details

T + 61 2 9268 3300
M +61 414 452 181
E brad.higgs@titanpartners.com.au


 +61 2 9268 3300

© Titan Partners 2020

Liability limited by a scheme approved under Professional Standards Legislation