Wilson Porter & Associates Pty Ltd

What Wilson Porter & Associates Pty Ltd does

Wilson Porter & Associates Pty Ltd is a privately held chartered accounting firm headquartered at Level 2, 154 Elizabeth Street in Sydney CBD, Australia, tracing its origins to 1945 when Keith Cochrane joined Newton & Co as a partner. The firm is structured as an Australian proprietary limited company (Pty Ltd) and is currently led by Directors David Cochrane (son of founder Keith Cochrane) and Simone Davis (niece of previous principal Colin Wilson), who assumed ownership on September 1, 2009, preserving a multi-generational family ownership lineage. The firm employs between 11 and 50 staff and is described as a small dynamic practice, with approximately half of personnel having tenures exceeding ten years.

Name

Wilson Porter & Associates Pty Ltd

Legal name

Wilson Porter & Associates Pty Ltd

Website

https://wilsonporter.com

Company type

Private

Founded year

1945

Operating status

Operating

Headcount range

11–50 employees

Short description

Wilson Porter & Associates is a privately held Sydney chartered accounting firm, founded 1945, serving small-to-medium sized businesses and individuals with taxation, superannuation, SMSF, business advisory, and wealth management services.

Ownership category

akta.pro rank

Product category

Chartered Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Services (8741)

akta.pro primary industry

Family Business & Succession Advisory (FSAAADAL)

Keywords

• Chartered accounting services
• Tax planning advice
• Superannuation administration
• Business advisory services
• SMSF establishment audit

Headquarters

HQ city

Sydney

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

Revenue model

1. Professional Accounting Services: Wilson Porter generates revenue through professional services fees for accounting, taxation, business advisory, superannuation, and wealth management services. Services are delivered directly to clients through consultations, with pricing typically structured as fixed fees or hourly engagements based on service complexity.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Wilson Porter & Associates is a chartered accounting firm providing taxation planning and compliance, superannuation administration (including SMSF establishment, audit, and pensions), business advisory and development, strategic wealth management, payroll tax, land tax, and family trust services. Services are delivered through direct consultations to small-to-medium sized businesses, individuals, families, and industry-specific professionals across Sydney and New South Wales.

Product overview

Wilson Porter & Associates Pty Ltd is a chartered accounting firm based in Sydney that offers a comprehensive suite of accounting and financial services for small to medium-sized businesses. The firm operates as a single-service practice organized around nine interconnected service areas: Business Solutions (financial reporting, business structuring, company secretarial), Taxation (tax planning, GST, income tax returns, fringe benefits tax), Superannuation (SMSF establishment, administration, audit, compliance), Business Development (strategic planning, business plans, KPI monitoring), Strategic Wealth Management (personal superannuation, insurance, estate planning), Business Support (share portfolios, newsletters, business appraisal), Land Tax, Payroll Tax, and Family Trust services. The firm was established in 1945 and is currently led by Directors David Cochrane and Simone Davis.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Solutions Provides periodic management reports, annual financial reporting, budget and cash flow preparation, business structuring, and company secretarial services for small businesses.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves8 records

Expansion highlights4 records

Broad incumbents

• Count: Australian accounting, tax and SMSF advisory firm with a national member network, comparable in SMB and SMSF advisory focus, with a similar acquisition-led growth model.
• BDO Australia: Top-tier Australian accounting and advisory network providing tax, audit, advisory and SMSF services to SMBs and larger clients; broader portfolio but directly competes with Wilson Porter in the Sydney SMB segment.
• Crowe Australasia: Established Australian accounting and advisory network providing tax, audit, consulting and wealth services, with a comparable SMB client base though broader geographic and service reach.
• Mazars Australia: Global mid-tier accounting firm's Australian arm, offering tax, advisory and business services to SMBs and individuals, broader scale but overlapping client segment with Wilson Porter.

Direct peers

• William Buck: Australia/New Zealand mid-tier accounting and advisory firm with similar SMB and HNW client focus, comparable service offering across tax, SMSF, business advisory and succession planning.
• RSM Australia: Mid-tier accounting firm serving SMB and middle-market clients in Australia with tax, advisory and wealth services, overlapping Wilson Porter's core proposition at a slightly larger scale.
• Pitcher Partners: Australian mid-tier chartered accounting and advisory firm offering tax, business advisory, superannuation and wealth services to SMBs and individuals, directly comparable in service mix and client segment to Wilson Porter.
• PKF Australia: Mid-tier Australian accounting firm with similar SMB focus, offering tax compliance, business advisory and superannuation services, directly comparable in scale and service mix.
• Kelly+Partners: Australian accounting and advisory firm focused on SMBs, high-net-worth individuals and family groups, with a comparable service offering and acquisition-driven growth model.

Emerging players

• Heffron: Australian specialist SMSF administration and advisory firm, providing a comparable specialty overlap with Wilson Porter's SMSF practice, though focused more narrowly on superannuation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/wilsonporter
• Facebookfacebook.com/Wilson-Porter-126476607402012/?v=wall

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Wilson Porter & Associates Pty Ltd