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Introducing MacKenzie Advisory
& MacKenzie Managed Funds
Client focused, forward thinking, strategic tax and accounting professional advice made easy.
Accounting & Taxation
MacKenzie Advisory offer clients a broad range of fully integrated tax services. Our approach combines insight, innovation and technology as a result of our people’s knowledge and experience across multiple disciplines, business, and industry.
MacKenzie Advisory offer a range of integrated professional services to help you and your business achieve its goals.
Our services include; financial and management accounting, taxation advice and business structuring, taxation compliance and reporting, cloud accounting, KPI/Dashboard reporting, budgeting, cash-flow forecasting and financial modelling, merger, acquisition and divestment support, succession planning, and strategic business planning.
MacKenzie Managed Funds provide a fully integrated package of services to Managed Investment Schemes including investment portfolio administration and reporting, unit registry, fund accounting, tax and compliance.
Strategy & Development
MacKenzie Advisory draw upon industry knowledge and experience to help you improve performance and achieve sustainable market growth, improved margin contribution and strategic risk management.
Our collective goal is to provide a boutique and dynamic team to support our valued clients with great service and value for money.
Scott is the Managing Director of the company and has overall responsibility for client relationships and reporting.
Scott is best described as being not your typical accountant, with his experience ranging from auditing to tax and business services. His clients appreciate the fact that he is a strategic thinker, always looking for the best outcomes for his clients. Scott’s strength in strategic planning, as well as his experience in superannuation, ensures improved personal wealth structures and considered succession planning.
Scott has an honours degree in accountancy and has been a member of the Chartered Accountants of Australia and New Zealand since 1985. Prior to establishing his own practice in 1992 he was an audit partner and corporate services partner with a well respected South Australian professional practice with extensive involvement in listed public companies.
Scott is the founder of MacKenzie Coultas Funds Administration, now known as MacKenzie Managed Funds and was also the founder of MacKenzie Coultas Chartered Accountants, now MacKenzie Strategic Chartered Accountants. In November 2015 Scott separated from MacKenzie Strategic and established MacKenzie Advisory, bringing with him his valued clients and key staff members. Seeking to create a more dynamic and client focused team, without the distractions of a larger practice, MacKenzie Advisory is focused on providing a boutique and personalised client advisory service. We leverage all of the key team members experience and established networks as well as the processes and technology available in today’s fast paced environment.
Scott is a registered tax agent and has extensive hands-on experience in providing professional advice regarding family business, risk management, estate planning and the administration of managed investment schemes.
Qualifications and Memberships
– Bachelor of Accounting and Financial Administration (Hons)
– Member of Institute of Chartered Accountants
– Registered Tax Agent