Focus Partners

What Focus Partners does

Focus Partners Pty Ltd is a privately held Australian accounting and financial advisory firm headquartered at 550 Smollett Street, Albury, serving the Albury Wodonga region and surrounding towns across regional New South Wales and Victoria (including Bright, Myrtleford, Beechworth, Corryong, and Wangaratta) both in-person and via video conference. The firm delivers an integrated suite of core services under one roof: Accounting and Tax (compliance and strategic tax advisory), Business Advisory (cashflow, succession, growth strategy), Financial Advice (investment, retirement, wealth protection), and Self-Managed Super Fund (SMSF) administration. The business traces its origins to a chartered accounting practice established in the 1960s and was rebranded as Focus Partners around 2015–2016 to consolidate its accounting and financial planning operations under a unified identity. It operates as Authorised Representative No. 1322020 under the Australian Financial Services Licence (AFSL No. 543788) held by Focus Partners Financial Services Pty Ltd.

The firm's customer base spans two primary personas — Business Owners and Individuals/Families — segmented across seven verticals: Healthcare and Medical, Trades and Construction, Education, Agriculture and Farming, Professional Services, Retail and Hospitality, and Not-for-Profit. Revenue is generated through professional services fees (tax returns from A$220, Statement of Advice fees of A$1,650–A$3,300), a recurring subscription model for ongoing advice at 0.88% per annum of investment balances, flat-dollar SMSF administration fees, and pass-through transaction fees (0.44% with a A$44 minimum) executed via Lonsec Limited, a core investment-research partnership. Go-to-market is sales-led and consultative, anchored by free no-obligation initial consultations, supported by a content-driven marketing funnel (Insights blog, case studies, calculators, downloadable guides, email newsletter). The leadership team comprises three directors — Fleur Curry (Chartered Accountant, SMSF Specialist), Elin Collins (Chartered Accountant), and Josh Howard (Financial Adviser) — supported by a Lead Advisor who is a Chartered Financial Analyst, lead and senior accountants, and a Lead Paraplanner.

There are no proprietary technology platforms, AI/ML capabilities, mobile applications, or API products disclosed; the firm's digital footprint is limited to a content hub and free client-facing tools. Focus Partners does not have disclosed funding, parent company, subsidiaries, mergers or acquisitions, regulatory actions, patents, or public recognition awards. The strategic emphasis is on relationship-driven, locally embedded professional services rather than technology-led disruption.

Name

Focus Partners

Legal name

Focus Partners Pty Ltd

Website

https://focuspartners.com.au

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

Focus Partners is a privately held Australian accounting, tax, financial advisory, and SMSF firm serving business owners and individuals across the Albury Wodonga region and surrounding NSW/Victoria towns via in-person and video-conference consultations.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

Keywords

• Accounting and tax services
• Financial planning advice
• Business advisory services
• Self-managed super funds
• SMSF administration

Headquarters

HQ city

Albury

HQ country

Australia

HQ region

Oceania

Offices1 record

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. Accounting and Tax Services: Compliance-focused accounting and strategic tax advisory services for individuals and businesses, including tax return preparation and ongoing tax planning.
2. Financial Planning and Advisory: Personalized financial advice services including investment planning, retirement planning, and wealth protection strategies. Revenue generated through Statement of Advice (SOA) fees ($1,650-$3,300) and ongoing advisory fees (0.88% per annum of investment balance).
3. SMSF Management: Self-Managed Super Fund administration and compliance services with flat dollar fees varying by fund complexity and service level.
4. Business Advisory: Strategic business advisory services including cashflow management, business planning, succession planning, and growth strategies.
5. Transaction Services: Stock exchange transaction execution services outsourced to Lonsec Limited with fees of 0.44% (minimum $44) for existing clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Focus Partners provides integrated accounting, taxation, business advisory, financial planning, and Self-Managed Super Fund (SMSF) administration services to business owners and individuals/families across the Albury Wodonga region. Services are delivered through dedicated advisors supported by chartered accountants, a Chartered Financial Analyst, and SMSF specialists, with investment portfolios constructed using research from external partner Lonsec Limited. The firm charges a combination of one-off advisory fees (Statement of Advice $1,650-$3,300), recurring asset-based fees (0.88% per annum), and transaction commissions (0.44% with $44 minimum).

Product overview

Focus Partners offers a unified financial services platform combining accounting, tax, financial planning, and SMSF services under one roof. The core service portfolio includes Accounting and Tax Services, Business Advisory, Financial Services, and Self-Managed Super Funds (SMSF). These are supported by digital tools including General Calculators (MoneySmart), Tax Deductions by Job guides, Tax Diary, Videos and Downloads, and educational content through Insights articles and Case Studies. The firm serves both business owners and individuals/families across seven industry verticals: Healthcare and Medical, Trades and Construction, Education, Agriculture and Farming, Professional Services, Retail and Hospitality, and Not-for-Profit.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Tax Services Compliance-focused accounting and tax services including tax return preparation (individual tax returns from $220), ongoing tax planning, BAS/IAS lodgement, and strategic tax advisory for individuals and businesses.
• Business Advisory Services Strategic business advisory covering cashflow management, business planning, growth strategy, succession planning, exit preparation, and operational efficiency for business owners.
• Financial Advice Personalized financial advice including investment planning, retirement planning, wealth protection, and superannuation strategies, delivered via a Statement of Advice ($1,650-$3,300) plus ongoing advisory fees (0.88% per annum of investment balance).
• Self-Managed Super Funds (SMSF) SMSF setup, ongoing administration, compliance management, and investment strategy services with flat dollar fees varying by fund complexity and service level.

Quantifiable outcome

• 40% better cashflow management achieved for BrightBuild client
• +5 more outcomes

Named customers4 records

Segments9 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Lonsec LimitedcoreTechnology or IntegrationFocus Partners utilizes Lonsec Limited's investment research and model portfolios for constructing client investment portfolios. Lonsec is described as one of Australia's top research houses, providing investment guidance and recommendations that Focus Partners uses to build diversified portfolios aligned with client risk profiles. Where direct investing is not economical, Focus Partners utilizes Lonsec 'Recommended' or 'Highly Recommended' fund managers.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bentleys Australia: Network of Australian chartered accounting and advisory firms serving SMEs, family businesses, and HNW clients. Closely comparable service mix to Focus Partners including business advisory and wealth management.
• William Buck: Australian mid-tier accounting and advisory firm focused on SMEs, business owners, and high-net-worth individuals. Directly comparable to Focus Partners in its integrated accounting, tax, wealth advisory, and SMSF service model.
• HLB Mann Judd: Australian mid-tier chartered accounting network with strong regional presence. Directly comparable integrated accounting, tax, and business advisory services targeting SMEs and individuals.
• Pitcher Partners: Australian mid-tier chartered accounting and advisory firm with multi-state presence. Comparable to Focus Partners in offering accounting, tax, business advisory, and financial planning services to SMEs and individuals, though at larger scale.
• ESV Accounting and Business Advisors: Australian mid-sized chartered accounting firm providing accounting, tax, and business advisory to private businesses and HNW individuals. Similar integrated offering and SME focus as Focus Partners.

Broad incumbents

• BDO Australia: Global accounting and advisory network operating across Australia with full-service offerings including tax, advisory, and wealth management. Competes with Focus Partners for SME and HNW clients but at much greater scale.
• RSM Australia: Mid-tier global accounting network with significant Australian footprint providing audit, tax, and consulting. Comparable service breadth to Focus Partners but operates at much larger scale with national reach.
• Crowe Australasia: Part of Crowe Global, offering accounting, audit, tax, and advisory services across Australia and NZ. Competes for similar SME and owner-managed business clients as Focus Partners, but with broader national coverage.

Emerging players

• Heffron SMSF: Specialist SMSF administration and advice firm focused exclusively on self-managed super funds. Comparable to Focus Partners' SMSF service line but more narrowly specialized in this one area.
• Count. Accountancy & Advisory: Australian accounting and advisory platform supporting accountants who want to focus on advisory. Competes for SME and HNW clients with similar service positioning to Focus Partners, particularly in regional markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/focuspartners
• LinkedInlinkedin.com/company/focus-partners-aus

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Focus Partners