Ipsum Advisors
- Company typePrivate
- Founded-
- HeadquartersBendigo, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Ipsum Advisors firmographics
Firmographics- Name
- Ipsum Advisors
- Legal name
- Ipsum Advisors Pty Ltd
- Website
- https://ipsumadvisors.com.au
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Ipsum Advisors industry classification
Industry- Product category
- Accounting and Wealth Advisory Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Ipsum Advisors is headquartered
LocationHeadquarters
- HQ city
- Bendigo
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
Ipsum Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services - Fixed Fee Advisory: Fixed-fee pricing model for accounting, tax, compliance, and advisory services. Clients receive tailored quotes based on service requirements with transparent pricing.
- Standard Income Tax Returns: Fixed fee of $303.60 (inc. GST) for standard individual income tax returns. Additional complexity such as rental properties, dividends, or capital gains schedules charged as additional fixed prices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Standard Income Tax Return - Fixed Fee |
| Other | Multi-year contract | Tailored Advisory Services - Custom Quoted |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Ipsum Advisors product offering
Product offeringCore offering
Ipsum Advisors is a full-service accountancy and wealth advisory firm providing tax strategy, regulatory compliance, wealth creation, business advisory, and cloud-based accounting and technology services. The firm delivers fixed-fee, tailored accounting and advisory solutions to SMEs, investors, and individuals across Australia through offices in Bendigo and Melbourne, integrating platforms such as Xero, QuickBooks Online, Karbon, DocuSign, and Liveplan.
Product overview
Ipsum Advisors is a full-service accountancy and wealth advisory firm offering a unified portfolio of services centred on five core offerings: Tax Strategy, Compliance, Wealth Creation, Business Advisory, and Accounting & Tech. The firm operates a sub-brand structure with Ipsum Wealth (backed by Partners Wealth Group) handling financial planning and investment services, while the parent firm manages compliance and advisory work. Services are delivered through cloud-based accounting platforms (Xero, QuickBooks Online) with technology integrations for automation, document management (Karbon, SuiteFiles), and audit protection (Audit Shield). The approach combines human expertise with technology-enabled efficiency, targeting SMEs, investors, and high-net-worth individuals across Australia.
Differentiator
Problem solved
Functional benefit
Brands
- Ipsum Wealth: A financial advisory firm providing financial planning, investment advice, financing, personal insurances, and self-managed superannuation services. Jointly backed by Partners Wealth Group (PWG).
Quantifiable outcome
- 20-working day guaranteed turnaround for tax returns
- +1 more outcomes
Companies that use Ipsum Advisors
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Ipsum Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability5 records
Feature4 records
Ipsum Advisors partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, supporting and strategic.
- XerocoreXero Gold Partner status. Ipsum Advisors uses Xero as their primary cloud accounting platform, offering clients eInvoicing, automated bank feeds, and fraud detection through Xero's warning emails for changed bank details.
- QuickBooks OnlinecoreCloud accounting platform partnership for client bookkeeping and financial management services.
- Receipt Bank / DextcoreAutomated receipt processing through Dext (formerly Receipt Bank) for streamlined expense categorization and data entry.
- KarboncoreWorkflow and client task management platform. Ipsum uses Karbon to send clients secure checklists with PIN-protected access for job management and collaboration.
- SuiteFilessupportingDocument management and file storage solution for client documents and firm records.
- BGLsupportingSMSF (Self-Managed Superannuation Fund) accounting software integration for self-managed super clients.
- DocuSignsupportingElectronic document signing platform for secure, paper-free approval of compliance documents and tax returns.
- Go ProposalsupportingProposal review and approval platform for paper-free service proposal presentations to clients.
- HubdocsupportingDocument data extraction tool integrated with Xero for automated receipt and document processing.
- LiveplansupportingCloud-based business planning and management tool used to help clients start, maintain, and grow their businesses with forecasting capabilities.
- Partners Wealth Group (PWG)strategicIpsum Wealth is jointly backed by Partners Wealth Group (PWG). PWG provides the backing and framework for Ipsum Wealth's financial advisory services including financial planning, investment advice, financing, personal insurances, and SMSF services.
Scale indicators1 record
Recent moves1 record
Expansion highlights5 records
Ipsum Advisors competitors and assessment
Company assessmentBroad incumbents
- BDO Australia: Large global accounting and advisory firm with full Australian coverage. Competes across tax, business advisory and wealth services, although it typically serves larger mid-market and enterprise clients than Ipsum's SME/HNW focus.
- Crowe Australia: Mid-tier Australian accounting and advisory network, larger than Ipsum, offering tax, audit, advisory and wealth services. Overlaps with Ipsum on tax strategy and SME advisory but with broader portfolio.
- William Buck: Mid-tier Australian accounting and advisory firm with broader service breadth and geographic reach than Ipsum. Competes for the same SME and HNW clients with overlapping tax, advisory and wealth services.
- RSM Australia: Mid-tier global accounting and advisory network with significant Australian presence serving SMEs and mid-market. Competes with Ipsum on tax compliance, business advisory and outsourced CFO services.
- Pitcher Partners: Established Australian mid-market accounting, tax and advisory firm with broader service coverage and geographic footprint. Direct competitor for SME and HNW clients with tax + advisory + wealth needs.
Direct peers
- Pilot Partners: Australian mid-market accounting, tax and business advisory firm of similar size and service mix (tax, advisory, cloud accounting). Closely comparable on target customer (SMEs and HNW individuals), full-service model, and relationship-led GTM.
- Bentleys Australia: Australian accounting, advisory and wealth services network serving SMEs, HNW individuals and family groups. Overlaps Ipsum's full-service tax + advisory + wealth model with similar fixed-fee engagement style.
- Kelly+Partners: Network of accounting and advisory firms targeting Australian SMEs and HNW clients with tax, business advisory and wealth services. Directly comparable operating model and customer base to Ipsum Advisors.
- Prosperity Advisers: Australian accounting, tax and business advisory firm serving SMEs and business owners across similar service lines (tax strategy, compliance, advisory). Comparable in scale, fixed-fee culture, and SME/HNW client focus.
- LGM (Lehman Groll Muntz) Advisors: Australian accounting and business advisory firm serving SMEs with tax, compliance and growth advisory. Comparable in size, regional orientation and full-service offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key highlights6 records
Customer concentration
Ipsum Advisors social profiles
Digital presenceIpsum Advisors compliance and trust
Trust signalCompliance1 record
Ipsum Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ipsum Advisors leadership team
Management profileNumber of profiles
Profiles14 records
Ipsum Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ipsum Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ipsum Advisors
What does Ipsum Advisors do?
Ipsum Advisors is a full-service accountancy and wealth advisory firm providing tax strategy, regulatory compliance, wealth creation, business advisory, and cloud-based accounting and technology services. The firm delivers fixed-fee, tailored accounting and advisory solutions to SMEs, investors, and individuals across Australia through offices in Bendigo and Melbourne, integrating platforms such as Xero, QuickBooks Online, Karbon, DocuSign, and Liveplan.
Is Ipsum Advisors a public or private company?
Ipsum Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Ipsum Advisors founded?
Ipsum Advisors was founded in -1. It employs 11 to 50 people.
Where is Ipsum Advisors based?
Ipsum Advisors is headquartered in Bendigo, Australia, in the Oceania region.
How does Ipsum Advisors make money?
Two revenue lines are on record. Professional Services - Fixed Fee Advisory is the primary driver. The others are standard Income Tax Returns.
Who are Ipsum Advisors's main competitors?
Broad incumbents on record are BDO Australia, Crowe Australia, William Buck, RSM Australia and Pitcher Partners. Direct peers are Pilot Partners, Bentleys Australia, Kelly+Partners, Prosperity Advisers and LGM (Lehman Groll Muntz) Advisors.
Does Ipsum Advisors have an API?
No public API is recorded for Ipsum Advisors.
What industry is Ipsum Advisors in?
Ipsum Advisors's product category is Accounting and Wealth Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 54121 and its SIC code is 6282.