TWB Chartered Accountants

What TWB Chartered Accountants does

TWB Chartered Accountants is a private chartered accounting practice headquartered in Murrumbeena, Victoria, Australia, founded in 1968 and operating for over 55 years. The firm provides a full suite of professional services across seven practice areas: accounting (financial statements, management reporting, bookkeeping, corporate secretarial), auditing (statutory, SMSF, trust, fraud, due diligence delivered via third-party providers), taxation (income tax, GST, FBT, tax structuring), superannuation (SMSF compliance and administration), business planning (valuations, succession, asset protection), financial planning (via related business Obelisk TWB Pty Ltd), and real estate services (via related business TWB Real Estate Pty Ltd). The practice is led by 5 directors with a total headcount of approximately 13-15 staff including client managers, accountants, and administrative support, and is structured as a multi-disciplinary professional services firm rather than a software product company.

The firm's customer base spans small and medium businesses (the primary segment), small listed companies, overseas-owned subsidiaries operating in Australia, and high net worth individuals. Technology is limited to cloud and desktop accounting applications selected and managed by TWB for client use, supplemented by a client portal (HowNow HQ) and dedicated iOS and Android mobile apps for client engagement and document exchange. Audit engagements are resourced through external third-party audit service providers rather than an in-house audit function.

TWB generates revenue through fee-based professional services for compliance, advisory, and ongoing management work, with an annual/recurring revenue model on core accounting and SMSF engagements and project-based fees for audit, tax planning, and business planning engagements. The go-to-market is sales-led and relationship-driven, relying on referrals from existing clients, professional networks, regulatory body citations (ATO, ASIC, ABR), and organic search. The firm has no external institutional investors, no funding rounds, and operates from a single Melbourne office serving the Victorian market.

Name

TWB Chartered Accountants

Legal name

TWB Chartered Accountants

Website

https://twb.com.au

Company type

Private

Founded year

1968

Operating status

Operating

Headcount range

11–50 employees

Short description

TWB Chartered Accountants is a Melbourne-based chartered accounting practice founded in 1968, serving small and medium businesses, small listed companies, overseas-owned subsidiaries, and high net worth individuals with accounting, taxation, audit, superannuation, and financial planning services.

Ownership category

akta.pro rank

Product category

Chartered Accounting & Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

Keywords

• Chartered accounting services
• Tax compliance advisory
• SMSF audit services
• Business succession planning
• SME taxation advisory

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Fees for preparation of financial statements, management accounts, bookkeeping services, and corporate secretarial record maintenance. Ongoing compliance and advisory relationship with clients.
2. Audit Services: Fees for statutory audits, SMSF audits, trust account audits, business fraud reviews, and due diligence engagements.
3. Taxation Services: Fees for income tax returns, GST returns, fringe benefits tax, tax planning and structuring advice, and compliance lodgements.
4. Superannuation Services: SMSF establishment, maintenance, financial statements, annual returns, audits, and retirement planning advice through TWB Super Advice Pty Ltd.
5. Business Planning Services: Business valuations, appraisals, due diligence reviews, succession planning, and finance application support.
6. Financial Planning Referral: Wealth creation, asset management, and retirement planning services through affiliated entity Obelisk TWB Pty Ltd.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

TWB Chartered Accountants is a Melbourne-based chartered accounting practice that prepares financial statements, management accounts, bookkeeping records, and corporate secretarial records; delivers statutory audits, SMSF audits, trust account audits, fraud reviews, and due diligence via third-party providers; prepares income tax, GST, FBT, and payroll tax returns with tax planning and structuring advice; establishes and administers SMSFs; and provides business valuations, succession planning, asset protection, and finance application support. The firm complements these services through associated entities offering financial planning, SMSF advice, and real estate services.

Product overview

TWB is a full-service chartered accounting practice offering a comprehensive suite of professional services organized around seven core practice areas: Accounting (financial statements, bookkeeping, management reporting), Auditing (statutory audits, trust audits, fraud reviews, due diligence), Taxation (income tax, GST, FBT, tax structures, planning), Superannuation (SMSF establishment, compliance, retirement planning), Business Planning (valuations, succession planning, asset protection), Financial Planning (wealth creation, asset management, retirement planning via associated business Obelisk TWB Pty Ltd), and Real Estate (property management and sales via associated business TWB Real Estate Pty Ltd). The practice primarily serves small and medium businesses, small listed companies, overseas-owned subsidiaries, and high net worth individuals. Founded in 1968, the practice is structured as a professional services firm rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Obelisk TWB Pty LtdcoreStrategic or Co-development PartnerAffiliated financial planning business providing wealth creation, asset management, and retirement planning services to TWB clients. Director Mike Ingham serves as Director of Obelisk TWB. TWB refers clients to Obelisk TWB for comprehensive financial planning services.
• TWB Super Advice Pty LtdcoreStrategic or Co-development PartnerAssociated business specializing in SMSF establishment, pension advice, and retirement planning. Provides superannuation investment structuring, fund administration, and compliant borrowing strategies to complement TWB's accounting and audit services.
• TWB Real Estate Pty LtdcoreStrategic or Co-development PartnerAssociated real estate business providing property management, sales, market appraisals, and property valuation services. Enables TWB to offer comprehensive property-related financial services to clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• William Buck: Mid-tier Australian accounting and advisory firm offering audit, tax, and business advisory services to SMEs and listed entities—broader footprint than TWB but comparable service set.
• Nexia Australia: Australian mid-tier accounting network offering audit, tax, and advisory services to SMEs and listed entities—comparable client profile and service mix to TWB.
• Bentleys: Australian accounting and advisory network with multiple offices, serving SMEs and HNW clients with tax, audit, and business advisory—similar positioning to TWB but with national scale.
• Pitcher Partners: Melbourne-headquartered mid-tier accounting and advisory network serving SMEs, listed companies, and HNW individuals with full-service offerings—competes with TWB in the same Melbourne market.
• BDO Australia: Top-tier Australian accounting firm offering audit, tax, and advisory—competes with TWB for mid-market audit and compliance work with substantially greater scale and resources.
• HLB Mann Judd: National mid-tier accounting and advisory network with a broader service portfolio and geographic reach, competing with TWB in the SME and listed-company segments across Australia.
• RSM Australia: Global mid-tier accounting network with Australian presence, offering audit, tax, and consulting—competes with TWB for SME and listed audit clients with deeper specialist resources.

Direct peers

• Bongiorno Group: Melbourne-based multi-disciplinary chartered accounting firm offering taxation, audit, business advisory, and financial planning—directly comparable to TWB in service mix, SME focus, and Melbourne geography.
• Kelly+Partners: Australian accounting and advisory firm with multiple offices serving SMEs and HNW individuals with accounting, tax, wealth, and lending services—comparable multi-disciplinary positioning to TWB.

Emerging players

• Xero: Cloud accounting platform that TWB currently supports and uses; representative of the digital disruption reshaping traditional bookkeeping and compliance services that TWB's recurring revenue depends on.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/twb-chartered-accountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries3 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 TWB Chartered Accountants