What 360 Partners does

360 Partners Pty Ltd is a privately held, boutique professional services firm headquartered in Camberwell, Melbourne, founded in 2008 by Senior Partners James Millar and Alex Hammond. The firm delivers integrated accounting, taxation, advisory, finance broking, and insurance services to Australian small and medium enterprises, individual investors, self-funded retirees, and PAYG employees with complex personal tax situations, with a particular vertical specialization in medical and allied health professionals.

Its core product set is organized into three pillars: (1) compliance and core tax services (Accounting, Taxation, Small Business Solutions, Individual Wealth Builder), (2) advisory and investment services (360 Advisory, Self-Managed Super Fund Navigator, Smart Investment Analyser, 360 Partners Finance), and (3) insurance through a SafeGuard Life partnership. The technology foundation is cloud-based accounting (Xero as primary platform, with MYOB and QuickBooks capability), paperless document management since 2005, digital signing, and a proprietary graduate training framework using e-learning case studies. The firm is a Xero Certified Silver Partner and has been finalist in the Australian Accounting Awards (Under 30 categories, 2020-2021).

The business model is professional services revenue: fixed-price compliance packages billed annually (terms strictly 7 days), specialist tax and advisory consulting on a fee-for-service basis, finance broking commissions from lenders (home lending, commercial, development, asset finance), and insurance commissions through SafeGuard Life. Distribution is direct via the Camberwell office with mobile/after-hours consultations, augmented by content marketing (blog, video), social media, Flying Solo community engagement, Chartered Accountants webinar participation, referrals, and a Pixelrush digital marketing partnership. The firm is privately owned by its partners with no external institutional investors or PE involvement disclosed.

Name

360 Partners

Legal name

360 Partners Pty Ltd

Website

https://360partners.com.au

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

360 Partners is a Melbourne-based boutique accounting and advisory firm serving Australian SMEs, individual investors, self-funded retirees, and medical professionals with integrated tax compliance, tax advisory, finance broking, and insurance services delivered through partner-led fixed-fee engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Camberwell

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 & Tax Compliance Services: Core compliance services including income tax preparation, BAS, FBT, ASIC support for all entities. Offered as fixed-price compliance packages tailored to business size.
2. Tax Advisory & Consulting: Specialist taxation advisory services including tax consulting, transaction structure, financial modeling, and investment analysis for businesses and individuals.
3. Finance Services: Home lending, commercial property investment, commercial loans, development funding, cash flow lending, and asset finance. Revenue from commissions from lenders.
4. Insurance Advisory: Partnership with SafeGuard Life for insurance advisory services including life insurance, income protection, critical illness, buy-sell, and key man insurance.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

360 Partners is a Melbourne-based boutique accounting and advisory firm delivering integrated accounting, taxation, business advisory, finance broking, and insurance services to SMEs and individual clients. Its core offerings include fixed-price compliance packages (income tax, BAS, FBT, ASIC support), proactive tax planning, 360 Advisory (financial due diligence and transaction structuring), self-managed super fund advisory, finance broking (home lending, commercial property, development funding, asset finance), and insurance advisory through its SafeGuard Life partnership.

Product overview

360 Partners is a boutique tax and accounting firm based in Melbourne, Australia. Their service offering consists of integrated financial services organized into three main pillars: core accounting and taxation compliance services (Small Business Solutions, Individual Wealth Builder, Accounting Services, Taxation Services), financial advisory and investment services (Self-Managed Super Fund Navigator, Smart Investment Analyser, 360 Advisory, Finance Services), and insurance protection services (Insurance Specialists through SafeGuard Life partnership). All services are delivered through a proactive approach with structured tax planning included as standard in business reporting packages.

Differentiator

Problem solved

Functional benefit

Brands

• 360 Advisory: Financial and commercial due diligence, tax consulting, transaction structure, financial modeling and investment analysis services

Products and services

• Accounting Services SME compliance services including accounting, tax preparation (income tax, BAS, FBT) and ASIC support for all entities, maintained in paperless format.
• Taxation Services Specialist taxation advisory services covering income tax law, capital gains tax law, GST law, FBT law, and structural planning.
• Small Business Solutions Comprehensive accounting and business compliance services for small business owners, providing modern accounting solutions to manage all aspects of their business.
• Individual Wealth Builder Personal tax services helping individuals improve their financial condition and minimise financial risk through strategic tax planning and optimization.
• Self-Managed Super Fund Navigator Consulting and advisory services for clients wanting to control how their retirement savings are invested through self-managed super funds.
• Smart Investment Analyser Due diligence investigations and analysis of financial statements, assets, liabilities, valuations, and other paperwork on behalf of clients.
• 360 Advisory Financial and commercial due diligence, tax consulting and transaction structure, financial modeling and investment analysis services, including business financial modeling, investment readiness preparation, information memorandum preparation, capital raising options and guidance.
• Finance Services Finance broking services including home lending, commercial property investment, commercial loans, development funding, cash flow lending, and asset finance. Revenue earned from commissions from lenders.
• Insurance Specialists Expert insurance advice and policy comparison services through partnership with SafeGuard Life, covering buy-sell business insurance, key man insurance, life insurance, income protection, and critical illness/trauma insurance.

Quantifiable outcome

• Tens of thousands to hundreds of thousands in annual tax savings per client through proactive tax planning
• +3 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• SafeGuard LifecoreStrategic or Co-development PartnerPartnership with SafeGuard Life for insurance advisory services. SafeGuard Life provides expert insurance advice including life insurance, income protection, critical illness/trauma, buy-sell agreements, and key man insurance. Cameron Peck is Director at Safeguard Life and provides specialized insurance guidance to 360 Partners clients. Safeguard Life specializes in personal insurance for small business owners, professionals, executives and family businesses.
• XerocoreTechnology or IntegrationXero Certified Silver Partner status. 360 Partners uses Xero as the recommended cloud accounting platform for clients due to its comprehensive features and ease of use. The firm is recognized as experts in cloud accounting platforms including Xero, MYOB, QuickBooks, and other solutions.
• Australia's Leading Insurance ProvidersminorOthersLong-term relationships with Australia's leading insurance providers giving clients access to a wide variety of insurance products, some not readily available on open market, with ability to negotiate better terms.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Bench (by Empire): Tech-enabled bookkeeping and accounting platform serving SMBs. Adjacent competitor in the SMB compliance space, demonstrating how software platforms are increasingly absorbing traditional accounting workflows that 360 Partners monetises.
• 1-800Accountant: US-based virtual accounting and tax advisory firm serving small businesses and individuals. Comparable in small business tax, accounting, and advisory positioning, though delivered at much larger scale via centralised technology and remote delivery.
• Pilot.com: US-based tech-enabled accounting, tax, and CFO services firm focused on startups and SMBs. Comparable in integrated tax-plus-advisory service model and SMB customer base, though operating at much larger scale with a software-first delivery model.

Broad incumbents

• BDO Australia: Major mid-tier accounting network in Australia providing audit, tax, and advisory services to SMEs and mid-market clients. Competes for the same SME tax/compliance and advisory wallet, but offers substantially broader capabilities and brand recognition.
• RSM Australia: Mid-tier Australian accounting and advisory firm serving growing businesses with audit, tax, and consulting. Overlaps with 360 Partners' SME tax and advisory offering, but operates at a larger scale with broader service breadth and audit capability.
• Mazars Australia: International mid-tier firm with Australian operations serving SMEs, family businesses, and HNW individuals. Comparable in tax and advisory focus, but with global network reach and broader service lines including audit.

Direct peers

• Moore Australia: Member of the Moore Global Network, providing accounting, tax, and advisory services to Australian SMEs and family businesses. Comparable in customer segment, boutique-to-mid-tier positioning, and integrated compliance-plus-advisory service model.
• Vincents Chartered Accountants: Australian chartered accounting firm providing tax, business advisory, and SMSF services to SMEs and individuals. Direct peer given overlapping service lines (tax, advisory, SMSF) and SMB customer base.
• Pitcher Partners: Mid-tier Australian accounting and advisory network serving SMEs, family groups, and high-net-worth clients across Australia. Comparable in client segment (growing businesses, property investors) and broad tax/accounting/advisory offering, though larger and more geographically distributed.
• Kelly+Partners Group Holdings: ASX-listed Australian accounting and advisory firm built on a partner-led boutique model serving SMEs, high-net-worth individuals, and family groups. Closely comparable in target customer (Australian SMBs and individuals), service mix (tax, accounting, advisory), and partner-led delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/360_Partners
• Facebookfacebook.com/360PartnersAccountants
• LinkedInlinkedin.com/company/360-partners
• Instagraminstagram.com/360partnersaccountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

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 360 Partners