What We Do

MacKenzie Advisory specialise in working with private and family owned businesses, entrepreneurs and individuals.

Our diverse skill set, experience and ability to partner with our clients to truly understand their business, industry and personal aspirations is what sets us apart. We do more than compliance. We are a commercial and strategic accounting firm.

Key Areas of Expertise

  • Private and entrepreneurial clients
  • Professional services
  • Business and strategic planning
  • Financial and investment analysis
  • Corporate and personal tax planning
  • Investment and wealth creation strategies
  • Business administration and compliance
  • Estate planning
  • Self-managed superannuation funds

Our team regularly deal with:

A rapidly changing taxation environment – we specialise in taxation issues for private and family-owned businesses and high net wealth individuals by understanding the law and how to best manage our clients’ taxation liability and obligations.

Growth strategies – advising on strategies and development plans that include financing growth via debt and equity, trade sale, employee share plans and management buyouts.

Succession and Estate Planning – by proactively planning with our clients, we ensure that our clients’ structures include consideration of wealth accumulation and succession, as well as asset protection and risk management.

Regional and international expansion – we use our global network, together with our local expertise, to provide strategic and smart solutions.

Self managed superannuation funds – to guide you through the compliance, tax and strategy needed to deal with the increasingly sophisticated and challenging superannuation industry and changing regulations. It is an industry that requires up to date knowledge of taxation and specialist advice that MacKenzie Advisory is able to provide.

Can we help you with any of these?