McGregor & McGregor Chartered Accountants & Financial Advisors

What McGregor & McGregor Chartered Accountants & Financial Advisors does

McGregor & McGregor Chartered Accountants & Financial Advisors is a privately-held professional services firm founded in 1928 and headquartered at 271 Brunker Road, Adamstown, NSW, Australia. The firm operates with a team of approximately 8 staff, including 3 directors (Wayne Rinkin, Scott Odgers, Brendan McNabb), 1 financial advisor (Morgan Caldwell), 5 qualified or pursuing accountants, and 3 administration staff. It serves small to medium businesses, individuals, families, and self-managed superannuation fund (SMSF) owners primarily in the Newcastle and Hunter region, with marketing and delivery restricted to Australian clients.

The firm operates five core service lines: Accounting & Tax Solutions (financial statements, tax planning, company secretarial), Financial Planning (issued as a corporate authorised representative of Capstone Financial Planning under AFSL 223135), Self-Managed Superannuation (establishment, administration, audit), Business Advisory (succession planning, asset protection, cash flow forecasting), and Audit Accounting (over 50 years combined experience across internal and external assurance). Service delivery relies on conventional accounting software integrated with Australian tax and compliance frameworks, supplemented by Dropbox for secure client document exchange. The firm markets itself through content publishing (news articles on investing, super, aged care), LinkedIn, Facebook, community sponsorship, and a referral network described as the foundation of its history.

Revenue is generated through fee-based professional services billed per engagement, with pricing based on skill, responsibility, and risk of work. Invoices are issued within 30 days, fees are exclusive of GST, and interest accrues on late payments at 3% above the RBA cash rate. Customer acquisition is primarily via referrals, word-of-mouth, and direct office-based or phone/email inquiries. The firm is privately held by its partners, with no external investment or public listing, and is regulated under Privacy Act 1988, APES 110 Code of Ethics, and the Tax Practitioners Board Code of Professional Conduct.

Name

McGregor & McGregor Chartered Accountants & Financial Advisors

Legal name

McGregor & McGregor Chartered Accountants and McGregor & McGregor Financial Services Pty Ltd

Website

https://mcgregorsca.com.au

Company type

Private

Founded year

1928

Operating status

Operating

Headcount range

1–10 employees

Short description

McGregor & McGregor is a Newcastle, Australia-based chartered accounting and financial advisory firm founded in 1928, serving SMBs, individuals, families, and SMSF owners with accounting, tax, financial planning, business advisory, and audit services.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Chartered accounting services
• Tax compliance advisory
• Self-managed superannuation
• Financial planning services
• Audit and assurance

Headquarters

HQ city

Adamstown

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 Taxation Services: Fee-based professional services for preparation of financial statements, management reporting, bookkeeping, tax preparation and planning, and company secretarial services.
2. Financial Planning Services: Advisory services for investment strategies, personal insurance, superannuation, SMSF management, and retirement planning, provided as an authorised representative of Capstone Financial Planning.
3. Audit and Assurance Services: Internal and external audit services for companies, trusts, SMSFs, and incorporated associations, with over 50 years combined experience.
4. Business Advisory Services: Advisory services including budgeting, cash flow forecasting, business analysis, succession planning, and asset protection strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

McGregor & McGregor is a chartered accounting and financial advisory firm providing five interconnected service lines: accounting and tax compliance (financial statements, tax planning, ASIC obligations), financial planning (investment, insurance, superannuation, retirement), self-managed superannuation fund (SMSF) establishment/administration/audit, business advisory (cash flow, succession, asset protection), and audit assurance. The firm serves small-to-medium businesses and individuals/families in the Newcastle/Hunter region through partner-led engagements.

Product overview

McGregor & McGregor operates as a unified professional services firm offering five interconnected core service lines. The Accounting & Tax Solutions platform handles compliance and reporting, which integrates with Financial Planning Services for coordinated wealth management. Self-Managed Superannuation services bridge both accounting and financial planning domains. Business Advisory Services provide strategic consulting that leverages the firm's accounting expertise, while Audit Accounting Services offer independent assurance across all entity types. This integrated approach allows clients to receive coordinated accounting, taxation, financial planning, and advisory services from a single firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Tax Solutions Tax planning, preparation, and reporting services including financial statement preparation, management reporting, bookkeeping, and company secretarial and ASIC obligations management for businesses and individuals.
• Financial Planning Services Comprehensive financial planning for individuals, companies, trusts, and SMSFs including investment strategies, personal insurance, superannuation, retirement planning, and portfolio management, delivered under license from Capstone Financial Planning.
• Self-Managed Superannuation (SMSF) Full-service SMSF offering including fund establishment, administration, contribution and investment strategies, borrowing strategies, accounts preparation, auditing, and retirement planning for SMSF trustees.
• Business Advisory Services Business consulting services covering budgeting, cash flow forecasting, growth identification, business analysis and restructuring, change management, succession planning, asset protection, and accounting software selection and implementation for small-to-medium businesses.
• Audit Accounting Services Comprehensive auditing services including financial accounts for all entity types, internal review and systems analysis, trust account audits, and specialist SMSF auditing for companies, trusts, SMSFs, and incorporated associations.

Quantifiable outcome

• Over 90 years of continuous successful operation in Newcastle
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Two partnerships are on record, tiered minor and core.

• Baker Love LawyersminorGTM or Marketing Partner · 5 September 2025McGregor & McGregor were sponsors of Baker Love Lawyers 150th Birthday charity ball at Newcastle City Hall, raising funds for Butterfly Foundation. Community partnership demonstrating local business network involvement.
• Capstone Financial Planning Pty LtdcoreTechnology or IntegrationMcGregor & McGregor Financial Services Pty Limited is a corporate authorised representative (No 414200) of Capstone Financial Planning Pty Ltd (ABN 24 093 733 969, AFSL 223135). Capstone is the licensee providing the Australian Financial Services Licence under which McGregor & McGregor provides financial planning services for superannuation, managed investments, personal risk insurance, shares and SMSF investment advice.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Crowe Australasia: Major Australian accounting, audit, and advisory network with national coverage. Comparable in service breadth (tax, audit, business advisory, superannuation) but with significantly larger scale and broader enterprise client base than the subject.
• BDO Australia: Major international accounting and advisory network's Australian practice with broad service lines spanning audit, tax, and business advisory. Overlaps with McGregor's audit, tax, and SMSF capabilities but serves a wider range of client sizes and industries.
• RSM Australia: Australia's mid-tier accounting and advisory firm with broader national scale and a full spectrum of audit, tax, and consulting services. Overlaps on SMB accounting, tax compliance, and SMSF audit but operates at materially greater scale across Australia.

Direct peers

• HLB Mann Judd: Australian accounting, audit, and advisory network with strong regional presence and comparable mid-market client focus. Similar partner-led structure with multi-discipline service offerings including SMSF and business advisory.
• Kelly Partners Group Holdings: ASX-listed multi-discipline accounting, tax, and advisory roll-up serving SMBs, individuals, and SMSFs across regional Australia. Directly comparable business model — small-partner-led multi-service accounting firms aggregated under one brand — making it the most direct public-market peer.
• Fortnum Private Wealth: Australian financial advisory licensee supporting affiliated advisors with wealth, superannuation, and SMSF advice under a corporate authorised-representative model. Closely parallels the McGregor & McGregor Financial Services / Capstone relationship.
• Pilot Partners: Mid-tier Australian chartered accounting and business advisory firm with similar multi-discipline offering (tax, audit, business advisory, SMSF) for owner-managed and family businesses. Comparable partner-led model serving a similar SMB and HNW client base.
• Count Limited: ASX-listed provider of accounting, wealth advisory, and SMSF services to Australian accounting firms and their clients. Comparable financial planning licensee model under which affiliated practices deliver advice, similar to McGregor's Capstone authorised-representative arrangement.
• Pitcher Partners: Australian mid-tier chartered accounting and advisory firm with a comparable partner-led model across business services, tax, audit, and wealth advisory. Serves similar SMB and privately-held client base with regional office coverage.
• William Buck: Australian and New Zealand mid-tier accounting and advisory network with comparable service lines including business advisory, audit, tax, and SMSF support. Similar partner-led model serving SMBs and family groups with regional office footprints.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/McGregor-and-McGregor-Chartered-Accountants-511205322298020
• LinkedInlinkedin.com/company/mcgregor-&-mcgregor

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 McGregor & McGregor Chartered Accountants & Financial Advisors