FMA Partners

What FMA Partners does

FMA Partners Pty Ltd is an Australian boutique accounting and financial advisory firm built on the foundations of a 45+ year legacy practice, formally incorporated as a proprietary limited company in 2022 (ABN 90 002 499 872) and headquartered in Cronulla, NSW, with a second office in Sydney's CBD. The firm delivers five integrated service lines: Tax Compliance & Statutory Reporting, Business and CFO Advisory, Superannuation and Estate Planning (including SMSF administration), Taxation Advisory, and Business Restructures & Special Situation Advice. Its target segments are SME businesses and family groups seeking Big 4-calibre expertise, affluent individuals managing SMSFs, and growing businesses facing complex transactions, overseas expansion, or capital raising needs.

The firm is led by Managing Director Nicholas Hewson, Directors Andrew Ma and Natalie Hewson, and Chairman Nicholas Campbell, supported by a team of approximately 13 professionals that includes Chartered Accountants, a Chartered Tax Adviser with a Master's degree in taxation law from UNSW, and senior staff with Big 4 and ASX top 50/10 training. FMA Partners is registered with the Tax Practitioners Board and operates under Professional Standards Legislation, with liability coverage via an approved scheme. Marketing and distribution are partner-led and relationship-driven, leveraging the firm website, director LinkedIn profiles, and speaking engagements at industry conferences.

Revenue is generated exclusively through professional services fees on a quote-based, engagement-by-engagement model with no public pricing, no software or technology product, no external funding, and no disclosed financial figures. The firm carries no subsidiaries, no parent entity, and no institutional investors; ownership and control are concentrated in the founding and senior leadership team.

Name

FMA Partners

Legal name

FMA Partners Pty Ltd

Website

https://fmapartners.com.au

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

FMA Partners Pty Ltd is an Australian boutique accounting and advisory firm delivering tax compliance, CFO advisory, SMSF administration, taxation advisory, and business restructuring services to SME businesses, family groups, and affluent individuals across the Sydney metropolitan area.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Accounting and advisory services
• Tax compliance services
• CFO advisory services
• SMSF administration
• Business advisory services

Headquarters

HQ city

Caringbah

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: FMA Partners generates revenue through professional fees for advisory, accounting, tax compliance, and business advisory services. Revenue is likely earned through project-based engagements, retainer arrangements, and ongoing service agreements for clients including tax compliance, CFO advisory, SMSF administration, and business restructuring services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

FMA Partners is a boutique Australian accounting and advisory firm that delivers tax compliance and statutory reporting, business and CFO advisory, self-managed superannuation fund (SMSF) administration and estate planning, taxation advisory, and bespoke business restructuring services. The firm combines Big 4-grade technical expertise with personalised, partner-led engagement for SMEs, family groups, and high-net-worth individuals across two Sydney offices.

Product overview

FMA Partners is a financial advisory and accounting firm offering a unified suite of professional services rather than a software product. The core portfolio consists of five interconnected service lines: Tax Compliance & Statutory Reporting (foundational compliance), Business and CFO Advisory (strategic finance leadership), Superannuation and Estate Planning (SMSF administration and retirement planning), Taxation Advisory (expert tax guidance for growth scenarios), and Business Restructures & Special Situation Advice (bespoke solutions for unique challenges). These services are delivered by a team of qualified professionals and are designed to work together as a comprehensive advisory partnership for businesses and individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Compliance & Statutory Reporting Foundational tax compliance and statutory reporting service that ensures clients meet their obligations under changing legislation and regulations, with proactive identification of opportunities and mitigation of risk. Target users are Australian SMEs, family groups, and individuals requiring reliable, qualified compliance support.
• Business and CFO Advisory Strategic financial and CFO advisory service giving businesses access to highly qualified independent expertise to align financials with business strategy, without the cost and overhead of internal finance hires. Aimed at SMEs and family-controlled businesses seeking senior advisory capability on demand.
• Superannuation and Estate Planning Retirement and estate planning service delivering Self Managed Super Fund (SMSF) administration, including pension accounts, family flexibility, investment control, and tax-effective estate transfers. Targets affluent individuals and families who hold or intend to establish SMSFs and need specialist administration and ongoing advice.
• Taxation Advisory Expert tax advisory covering business expansion, team growth, acquisitions, overseas expansion, and capital raising, with pragmatic solutions to meet commercial objectives and avoid unnecessary risk or unexpected tax bills. Serves growing businesses and family groups navigating complex transactions and changing legislation.
• Business Restructures & Special Situation Advice Bespoke advisory service for unique business challenges, including acquisitions, restructuring, and other special-situation scenarios that require personalised senior involvement and tailored commercial outcomes. Delivered to clients who need partners that "care as if it were their own business".

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered regulatory, compliance and professional.

• Tax Practitioners Board (TPB)regulatoryOthersThe Tax Practitioners Board regulates tax practitioners to protect consumer interests and ensure professional and ethical conduct standards. FMA Partners is registered as a tax agent and subject to TPB oversight including compliance with the Tax Agent Services (Code of Professional Conduct) Determination 2024. No nominated events requiring disclosure have occurred within the last 5 years.
• Australian Taxation Office (ATO)complianceOthersFMA Partners liaises with the Australian Taxation Office on behalf of clients to meet ongoing compliance obligations. As a registered tax practitioner, the firm interacts with the ATO for client tax matters and regulatory compliance.
• Australian Securities & Investments Commission (ASIC)complianceOthersFMA Partners may disclose personal and sensitive information to ASIC on request to meet ongoing compliance, mandatory professional standards, and other legal obligations.
• Chartered Accountants Australia and New Zealand (CAANZ)professionalOthersFMA Partners may disclose information to CAANZ on request to meet ongoing compliance, mandatory professional standards, and other legal obligations. Team members include Chartered Accountants requiring CAANZ membership.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Pilot Partners: Mid-tier Australian accounting and advisory firm offering tax, business advisory, superannuation, and CFO-style services to SMEs, families, and business owners — directly overlapping FMA's service lines and target market.
• Pitcher Partners: Australian mid-tier accounting, tax, and business advisory network with strong SME and family group focus and multiple Sydney offices — a scaled boutique comparable serving the same client segments as FMA.
• William Buck: Australian mid-tier accounting and advisory firm with tax, business advisory, superannuation, and CFO advisory offerings targeted at SMEs and family businesses — overlapping client and service profile with FMA.
• Bentleys Australia: National Australian accounting and advisory network offering tax compliance, business advisory, SMSF, and CFO services to SMEs, family groups, and high-net-worth clients — directly comparable in service mix to FMA Partners.
• Kelly+Partners Group Holdings: ASX-listed Australian boutique accounting and advisory network that serves SMEs, family groups, and high-net-worth individuals with accounting, tax, CFO advisory, and wealth services — a very similar boutique multi-service model to FMA Partners.
• ShineWing Australia: Australian accounting and advisory firm offering tax compliance, business advisory, and SMSF/superannuation services to SMEs, families, and individuals — directly comparable boutique-style competitor to FMA Partners in the Australian market.

Broad incumbents

• BDO Australia: Large global mid-tier accounting and advisory network operating in Australia with full tax, audit, business advisory, and wealth services — competes with FMA for SME and family group clients but with a much broader service portfolio and global footprint.
• RSM Australia: Global mid-tier accounting and advisory network with a substantial Australian presence serving SMEs, family-owned businesses, and high-net-worth individuals across tax, advisory, and wealth — a broader incumbent that overlaps with FMA's market.
• Grant Thornton Australia: Global mid-tier accounting and advisory firm with a significant Australian practice focused on privately-held businesses, family enterprises, and growth companies — competing with FMA for similar SME and family group mandates.
• Crowe Australasia: Mid-tier accounting and advisory network with Australian operations providing tax, business advisory, and wealth services to SMEs and family groups — a scaled broad incumbent competing for the same client segments.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/fmapartners
• LinkedInlinkedin.com/company/fmapartners-au

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 FMA Partners