Cooper Partners

What Cooper Partners does

Cooper Partners is a boutique, full-service taxation, SMSF/succession, and business advisory firm headquartered at Level 15, London House, 216 St Georges Terrace, Perth, Western Australia, operating under AFSL No. 327033. Founded in 2005 with an 11–50 employee headcount, the firm delivers three integrated service lines: Taxation Advisory Services (corporate tax, transactions, private clients, tax audit and risk management, employment taxes, international tax, property, and expatriate matters); SMSF and Succession Services (SMSF compliance, strategic SMSF advice, business succession, estate planning, wealth protection, family office); and Business Advisory Services (accounting and tax compliance, Business by Design growth consulting, and Business Health Check diagnostics). Engagements are led from start to finish by directors and principals, including Managing Director Michelle Saunders, Director–Head of Taxation Advisory Marissa Bechta, and Head of SMSF and Succession Jemma Sanderson, supported by a team across employment taxes, private clients, technical quality, and superannuation. The firm maintains accreditations with CA ANZ, the Tax Institute of Australia, SPAA, STEP, and FASEA, and has been recognised with SMSF Firm of the Year (2017) and Boutique Firm of the Year (2018). A wholly-owned subsidiary, Cooper Partners Financial Services Pty Ltd, extends the regulated offering into financial services and superannuation advice.

The firm has no proprietary technology stack; it relies on third-party cloud accounting software (Xero) and operates a Secure Client Portal for document exchange, tax return delivery, and ATO assessment access. Revenue is generated exclusively through custom-quoted professional services fees billed on a per-engagement basis, with no publicly disclosed pricing, no subscription product, and no digital distribution. Customer acquisition is sales-led and relationship-driven, relying on direct principal engagement, professional referrals, and content marketing through a regularly published newsletter covering Australian tax developments (Division 296, Payday Super, Federal Budget analysis, the Bendel decision, and foreign investor CGT reform), supplemented by a LinkedIn company presence. The target segments are WA-based privately owned businesses and business owners, high-net-worth individuals and SMSF trustees, and a secondary base of public companies and corporate groups; the operating geography is confined to Western Australia with no evidence of interstate or international expansion.

Name

Cooper Partners

Legal name

Cooper Partners

Website

https://cooperpartners.com.au

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Cooper Partners is a boutique Perth-based chartered accounting firm delivering taxation advisory, SMSF and succession, and business advisory services to WA's leading privately owned businesses, high-net-worth individuals, and SMSF trustees, operating under AFSL No. 327033 with 11–50 staff.

Ownership category

akta.pro rank

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Cooper Partners generates revenue through fees charged for professional accounting, taxation advisory, SMSF and succession planning, and business advisory services. As a boutique firm, fees are likely billed on a project, hourly, or fixed-engagement basis tailored to each client's scope and complexity.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cooper Partners is a boutique full-service taxation and business advisory practice based in Perth, Western Australia. It delivers three integrated service lines — Taxation Advisory Services, SMSF and Succession Services, and Business Advisory Services — to privately owned businesses, family groups, public companies, and high-net-worth individuals. Engagements are led from start to finish by directors and principals, supported by a Secure Client Portal for document exchange.

Product overview

Cooper Partners is a full-service tax accounting and business advisory firm based in Perth, Western Australia. The firm operates as a boutique practice offering three integrated service lines: Taxation Advisory Services (covering corporate taxation, transactions, private clients, tax audits, employment taxes, international tax, corporate executives, property, and expatriates); SMSF and Succession Services (including SMSF compliance, strategic advice, business succession planning, estate planning, wealth protection, and family office services); and Business Advisory Services (comprising accounting and tax compliance, Business by Design consulting for growth and value improvement, and Business Health Check diagnostic services). Services are delivered through direct client engagements supplemented by a Secure Client Portal for document access and exchange.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Advisory Services Core taxation advisory service covering corporate taxation, transactions, private clients, tax audits and risk management, employment taxes, international tax, corporate executives, property, and expatriates, delivered by directors and principals to Western Australian privately owned businesses, public companies, and high-net-worth individuals.
• SMSF and Succession Services Specialist self-managed superannuation fund services including SMSF compliance, strategic SMSF advice, business succession planning, estate planning, wealth protection, and family office services for high-net-worth individuals, families, and SMSF trustees.
• Business Advisory Services Business advisory services encompassing accounting and tax compliance, Business by Design growth and value-improvement consulting, and Business Health Check financial diagnostic and development planning for privately owned businesses and family groups.
• Secure Client Portal Online portal for clients to securely access electronic copies of confidential information including income tax returns, activity statements, financial statements, ATO assessments and notifications, and to upload data files to the firm.

Quantifiable outcome

• Multiple industry awards including SMSF Firm of the Year (2017) and Boutique Firm of the Year (2018), demonstrating recognised excellence in specialist tax and SMSF services.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Chartered Accountants Australia and New Zealand (CA ANZ)coreOthersCooper Partners is a member firm of Chartered Accountants Australia and New Zealand, displaying the CA ANZ logo as a key professional accreditation. Membership signifies the firm meets rigorous professional standards.
• Tax Institute of AustraliacoreOthersCooper Partners holds membership with the Tax Institute of Australia, displaying the institute's accreditation logo. This indicates specialist tax expertise among the firm's advisers.
• Self-Managed Superannuation Funds Professionals Association (SPAA)coreOthersCooper Partners displays the SPAA accreditation logo, indicating specialist SMSF expertise. The firm has won SPAA-recognised awards (SMSF Firm of the Year 2017) and provides comprehensive SMSF services.
• Society of Trust and Estate Practitioners (STEP)coreOthersCooper Partners holds STEP membership, displayed as an accreditation logo. STEP is the global professional body for trust and estate practitioners, indicating the firm's expertise in succession and estate planning.
• Financial Adviser Standards and Ethics Authority (FASEA)minorOthersCooper Partners displays the FASEA logo among its accreditations, indicating compliance with the standards authority for financial advisers in Australia.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Moore Australia: Moore Australia is a national network of independent accounting firms providing tax, advisory and business services. Overlaps with Cooper Partners' service lines and client base but with a broader national footprint and varied member firm scale.
• Crowe Australasia: Crowe is an international accounting network with a significant Australian presence in tax, advisory and SMSF services. Comparable in service offering to Cooper Partners but larger in scale and more nationally distributed.
• RSM Australia: RSM is a global mid-tier network with an Australian firm offering tax, business advisory and SMSF services. Overlaps with Cooper Partners on tax advisory and business consulting, but operates at a larger national scale with broader industry coverage.
• BDO Australia: BDO is a global mid-tier accounting and advisory network with a substantial Australian practice covering tax, audit, SMSF and business advisory. Directly comparable to Cooper Partners in service mix but far larger and nationally distributed, making it the primary scale competitor Cooper Partners faces in WA.

Direct peers

• Bentleys Australia: Bentleys is an Australian network of accounting and advisory firms serving privately owned businesses and HNW clients with tax, business advisory and wealth services. Comparable boutique-mid-tier positioning to Cooper Partners with similar specialist service offerings.
• Pitcher Partners: Pitcher Partners is an Australian mid-tier accounting and advisory firm with strong tax, business advisory and HNW/SMSF practices. Closely matches Cooper Partners' boutique-ish, partner-led model and client profile of privately owned businesses and family groups, with comparable specialty service lines.
• HLB Mann Judd: HLB Mann Judd is an Australian mid-tier accounting and advisory firm with strong tax, SMSF and business advisory practices targeting HNW individuals and family-owned businesses. Highly comparable to Cooper Partners in service mix and client profile.
• Nexia Australia: Nexia is a mid-tier accounting network with member firms across Australia offering tax, business advisory and SMSF services. Closely comparable to Cooper Partners on boutique-style mid-tier positioning, client segments (privately owned businesses, HNW) and service mix.
• William Buck: William Buck is an Australian mid-tier accounting and advisory firm specialising in privately owned businesses, HNW clients, and SMSF services. Its client profile and partner-led service model are highly comparable to Cooper Partners, and it operates in similar geographic markets.
• PKF Australia: PKF is a mid-tier international accounting network with Australian member firms offering tax, audit, business advisory and SMSF services. Closely comparable to Cooper Partners in service mix and client segment, particularly for privately owned businesses and HNW individuals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cooper-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Cooper Partners