What McConachie Stedman does

McConachie Stedman is an Australian integrated financial services firm headquartered in Toowoomba, Queensland, founded in 1948 and operating for over 75 years. The firm provides five core service lines — Taxation & Accounting, Business Advisory, Financial Planning, Audit & Assurance, and Self Managed Superannuation (SMSF) — delivered through a group of wholly-owned subsidiaries that includes McConachie Stedman Pty Ltd (ACN 600 130 845), McConachie Stedman Brisbane Pty Ltd, McConachie Stedman Audit and Assurance Pty Ltd, McConachie Stedman Financial Planning Pty Ltd, and MCS Financial Planning Pty Ltd (AFSL 560040), which authorises the firm to provide financial advice as a Corporate Authorised Representative.

Service delivery is built around a "Lifecycle Approach" that segments offerings by client stage: businesses (Start Up, Grow My Business, Maximise My Potential, Exit My Business) and individuals (Starting Out, Building The Future, Families, Enjoying Retirement). Distribution is conducted through six Queensland offices — Toowoomba (headquarters), Clayfield (Brisbane), Redcliffe, Kingaroy, Crows Nest, and St George — supplemented by virtual/remote consultations. The technology stack is non-proprietary and comprises standard professional services and SaaS tools, including ShareFile (Progress) and Nimbus Portal Solutions for secure client document exchange, Oncord for web enquiry forms, Mailchimp for email marketing, and Google Analytics, Tag Manager, Search Console, My Business, and reCAPTCHA for web analytics, SEO, and anti-spam.

The business model is professional services fee-based, with pricing quoted per engagement and varying by client complexity. The firm is privately held with no disclosed external investment, generating revenue across tax compliance, business advisory, financial planning (including wealth creation, insurance protection, retirement, and aged care advice), audit, and SMSF administration. Leadership comprises Directors Kent Paroz (newly appointed 1 July 2026, also Responsible Manager of the AFSL), Myles Smith, Scott Maroske, Amanda Roberts, and Ben Horner; Senior Financial Planner and Authorised Representative Jerry Reading; and retired Director Steve Kirkman. The firm is a member of the Australian Financial Complaints Authority (AFCA, membership 110338).

Name

McConachie Stedman

Legal name

McConachie Stedman Pty Ltd

Website

https://mcs.au

Company type

Private

Founded year

1948

Operating status

Operating

Headcount range

11–50 employees

Short description

McConachie Stedman is a privately-held Australian accounting and financial services firm founded in 1948, headquartered in Toowoomba, Queensland, serving businesses and individuals across Queensland through taxation, business advisory, financial planning, audit, and SMSF services delivered via six offices and virtual consultations.

Ownership category

akta.pro rank

Product category

Accounting and Financial Planning Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Retirement Income Planning & Decumulation Advisory (FSAEABAD), M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Accounting and taxation
• Business advisory services
• Financial planning advice
• Audit and assurance
• Self managed super funds

Headquarters

HQ city

Toowoomba

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Taxation & Accounting Services: CPA and CA qualified accounting and taxation services for individuals, families, and businesses, provided on a professional services fee basis.
2. Business Advisory Services: Advisory services helping business owners at various stages of their business journey with problem-solving and strategic guidance.
3. Financial Planning Services: Financial planning services including wealth creation, insurance protection, retirement planning, and aged care advice through authorised representatives.
4. Audit & Assurance Services: Independent audit services with a personal approach providing quality advice and support beyond the audit report.
5. Self Managed Superannuation Fund Services: SMSF specialist services including formation, management, and ongoing administration of self-managed superannuation funds.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

McConachie Stedman is a Queensland-based professional services firm delivering accounting, taxation, business advisory, financial planning, audit and assurance, and self-managed superannuation fund (SMSF) services. Services are organised around a "Lifecycle Approach" with tailored packages for businesses (Start Up, Grow, Maximise, Exit) and individuals (Starting Out, Building The Future, Families, Enjoying Retirement). The firm operates through six offices across regional Queensland and uses secure client portals for service delivery.

Product overview

McConachie Stedman is an integrated financial services firm offering a unified platform of professional services. The core offering consists of five interconnected service pillars: Taxation & Accounting, Business Advisory, Financial Planning (offered through its Corporate Authorised Representative structure), Audit & Assurance, and Self Managed Superannuation. These services are organized around client lifecycle stages for both businesses (Start Up through Exit) and individuals (Starting Out through Retirement). The firm also provides client-facing digital tools including secure client portals via Nimbus and ShareFile. Operating since the 1950s, the firm maintains offices across Queensland including Toowoomba, Brisbane (Clayfield), Redcliffe, Kingaroy, Crows Nest, and St George.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation & Accounting Accounting and taxation services provided by CPA and CA qualified staff to individuals, families, and businesses, covering tax compliance, planning, and problem-solving tailored to client financial goals.
• Business Advisory Business advisory services for small business owners navigating challenges and opportunities at each stage of the business journey, from startup through growth, maximisation, and exit.
• Financial Planning Financial planning services delivered through McConachie Stedman Financial Planning Pty Ltd as a Corporate Authorised Representative of MCS Financial Planning Pty Ltd (AFSL 560040), covering wealth creation, insurance protection, retirement planning, and aged care advice.
• Audit & Assurance Independent, comprehensive audit services delivered through McConachie Stedman Audit and Assurance Pty Ltd, focused on efficiency and a personal approach that provides advice and support beyond the audit report.
• Self Managed Superannuation (SMSF) Specialist services for forming, managing, and administering Self Managed Superannuation Funds, including investment guidance and future planning, delivered by SMSF specialists.

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• ShareFile (by Progress)coreTechnology or IntegrationShareFile provides encrypted client portal functionality for secure file sharing between McConachie Stedman and clients. Used to collect personal information and documents securely through encrypted software.
• Nimbus Portal SolutionscoreTechnology or IntegrationNimbus Client Portal assists clients with accessing their files. Used as a processor to collect personal information and documents between McConachie Stedman and clients.
• MCS Financial Planning Pty LtdcoreStrategic or Co-development PartnerMCS Financial Planning Pty Ltd (AFSL 560040) is the parent/licensor entity. McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd, enabling the firm to offer financial advice services under their AFSL.
• Australian Financial Complaints Authority (AFCA)minorOthersAFCA membership (number 110338) provides external dispute resolution for financial planning complaints. Required regulatory membership for AFSL holders.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Forvis Mazars (Australia): Global mid-tier audit, tax and advisory firm with Australian operations covering accounting, audit, business advisory, and financial planning-adjacent services. Comparable integrated offering with significantly broader geographic reach.
• BDO Australia: National top-tier audit, tax and advisory firm with full-service coverage including wealth management. Comparable as an integrated advisory competitor but operating at substantially larger scale and broader geographic reach than McConachie Stedman.

Direct peers

• Pitcher Partners: Australian mid-tier accounting, audit, advisory and financial services network with strong regional presence. Comparable as an integrated firm offering accounting, business advisory, wealth management, and SMSF services to SMBs and individuals.
• Crowe Australasia: Mid-tier audit, tax and advisory firm serving private businesses, family groups and not-for-profits across Australia. Comparable in multi-service scope, regional office network, and SMB client concentration.
• Kelly Partners Group: ASX-listed Australian accounting and business advisory franchise with a network of 'Kelly+Partners' offices providing tax, accounting, audit and business advisory to SMBs and HNW clients. Directly comparable service mix with a roll-up model relevant to McConachie Stedman's regional footprint.
• Bentleys Network: Network of Australian independent accounting and advisory firms with regional concentration across Queensland, NSW, Victoria and WA. Directly comparable integrated advisory and accounting offering focused on owner-managed businesses and high-net-worth individuals.
• RSM Australia: Australian member of the global RSM network offering audit, tax, business advisory and consulting services to mid-market companies. Comparable integrated service model with multi-office Australian footprint serving similar SMB and family business segments.
• William Buck: Australian mid-tier accounting, audit, business advisory and wealth advisory firm with multi-office regional presence across Australia and New Zealand. Highly comparable to McConachie Stedman as an integrated practice serving SMBs and individuals with both compliance and advisory services.
• HLB Mann Judd: Australian mid-tier accounting and advisory network offering audit, tax, business services, and wealth advisory. Highly comparable integrated offering targeting privately-held businesses and high-net-worth individuals across regional and metropolitan Australia.

Emerging players

• Heffron SMSF: Specialist Australian SMSF administration, advice and education provider serving accountants, financial advisers and SMSF trustees. Comparable as a niche specialist relevant to McConachie Stedman's dedicated SMSF division, though operating at a different scale and distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/McConachieSted

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McConachie Stedman