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Ascendia

Full company profile

uuid02mipft

Namestring
Ascendia
Legal namestring
Allied Administration Pty Ltd.
Websiteurl
ascendia.com.au
Company typeenum
Private
Founded yearint
1970
Short descriptiontext

Ascendia is a Queensland-based, principal-owned professional services firm delivering integrated accounting, legal, and ASIC-licensed investment advisory services from offices in Noosa, Maroochydore, and North Lakes to SMBs, individuals, and trustees across regulated industries.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNoosa Heads, Australia
HQ citystring
Noosa Heads
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, tax advisory, business advisory, investment management, legal services
Industry3 codes
PRIMARYFSAEAKAC
FSAEAKAC
SECONDARYBPAHANAL
BPAHANAL
SECONDARYBPAJAKAN
BPAJAKAN
NAICS code3 codes
  • 541211
  • 52592
  • 54161
SIC code2 codes
  • 8111
  • 8742
Product category
Accounting & Professional Services
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Accounting Services
TypeProfessional Services
Description

Comprehensive accounting, tax, and compliance services including audit & assurance, business advisory, bookkeeping, CFO support, company secretarial, financial accounts, tax returns, SMSF accounting, investment accounting, and due diligence services. Offered on fixed fee basis with engagement letters and terms of agreement.

ascendia.com.au
2Legal Services
TypeProfessional Services
Description

Business law, estate law, property development, commercial property, conveyancing, and employment law services provided by in-house solicitors. Services include entity establishment, asset protection, business succession, dispute management, and legal due diligence.

ascendia.com.au
3Investment Management Services
TypeProfessional Services
Description

ASIC licensed investment advisory and portfolio management services for self-funded retirees and pre-retirees, including asset accumulators and trustees of investment trusts. Fee-for-service model based on activity and costs involved. Services include portfolio management, financial advice, and built-in investment advisory.

ascendia.com.au
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
Pricing details2 tiers
1Fixed Fee Quote
ModelOne time/ perpetual licenseBilling cadenceMulti-year contract
Notes

Written fee estimate provided upon request; engagement via normal engagement letter and terms of agreement binding the firm to price as long as scope does not significantly change.

ascendia.com.au
2Fee Calculators for Specific Services
ModelUnit PricingBilling cadenceAnnual
Notes

Indicative fee calculators for Management Rights Audit, Trust Account Audits, SMSF Accounts/Tax/Minutes services based on inputs such as number of units, accounts, receipts, etc. Estimates only; definite quotes provided via Fixed Fee Quote form.

ascendia.com.au
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Ascendia is an Australian multi-disciplinary professional services firm founded in 1970 that delivers accounting, taxation, bookkeeping, legal and investment management services from three offices in South East Queensland (Noosa, Maroochydore, North Lakes). The firm serves both businesses across specialised industry verticals (medical, pharmacy, aged care, construction, management rights, property development, real estate) and individual clients (investors, retirees, executives), with engagements priced on a fixed-fee basis supported by online fee calculators and written estimates.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 60-day return on tax work for clients providing complete data before August 30
+1 more record
Product overview1 text field

Ascendia is a multi-disciplinary professional services firm offering integrated accounting, legal, and investment management services. The core offering consists of three main service pillars: Accounting Services (including audit & assurance, business advisory, bookkeeping, CFO support, company secretarial, financial accounts, SMSF, tax advice, and verification/valuation), Legal Services (covering business law, estate law, property development, commercial property, conveyancing, and employment law), and Investment Management Services (portfolio management and advisory). The firm differentiates through its multi-profession team approach, providing coordinated services across accounting, legal, and investment disciplines from offices in Noosa, Maroochydore, and North Lakes.

Product and service19 records
1Accounting Services
CategoryAccounting & Taxation
Description

The firm's core accounting practice, encompassing tax returns, bookkeeping, financial accounts, business advisory, SMSF, audit, CFO support and company secretarial services, delivered to business and individual clients across Queensland.

2Audit & Assurance
CategoryAccounting & Taxation
Description

Independent audit and assurance engagements for businesses requiring statutory or voluntary assurance reviews.

3Business Advisory Services
CategoryBusiness Advisory & Consulting
Description

Strategic and operational advisory services for business owners across Ascendia's specialised industry verticals, including medical, pharmacy, aged care, construction, management rights, property development and real estate.

4Business Bookkeeping
CategoryAccounting & Taxation
Description

Outsourced bookkeeping services using platforms such as MYOB, QuickBooks, Xero and Bank Link for small and medium businesses.

5CFO Support Services
CategoryBusiness Advisory & Consulting
Description

Part-time or outsourced chief financial officer support for businesses that need senior financial leadership without a full-time hire.

6Company Secretarial Services
CategoryAccounting & Taxation
Description

ASIC compliance, corporate secretarial and statutory record-keeping services for companies.

7Financial Accounts & Tax Returns
CategoryAccounting & Taxation
Description

Preparation of financial statements and tax returns for businesses and individuals.

8SMSF Services
CategoryAccounting & Taxation
Description

Specialist accounting, compliance and administration services for self-managed superannuation funds, primarily for individual investors and retirees.

9Taxation Services
CategoryAccounting & Taxation
Description

Tax compliance preparation, lodgement, planning and advisory for businesses and individuals.

10Legal Services
CategoryLegal Services
Description

The firm's legal practice, providing business law, estate law, property development law, commercial property law, conveyancing and employment law services to business and individual clients.

11Business Law Services
CategoryLegal Services
Description

Legal advice and documentation for businesses, including contracts, structuring, governance and commercial matters.

12Estate Law Services
CategoryLegal Services
Description

Wills, estate planning and succession services for individuals and families.

13Property Development Law
CategoryLegal Services
Description

Specialist legal services for property developers, including structuring, contracts, compliance and project-related advice.

14Commercial Property Law
CategoryLegal Services
Description

Legal services for commercial property transactions, leases and related matters.

15Conveyancing Services
CategoryLegal Services
Description

Property conveyancing for buyers and sellers of residential and commercial property.

16Employment Law Services
CategoryLegal Services
Description

Employment law advice, contracts, workplace policies and dispute support for employers and employees.

17Investment Management Services
CategoryInvestment Management
Description

Portfolio management and investment advisory services for individual investors and retirees.

18Portfolio Management
CategoryInvestment Management
Description

Ongoing portfolio construction and management for individual investors, typically retirees or self-funded clients.

19Investment Advisory Services
CategoryInvestment Management
Description

Investment strategy advice and guidance for individual investors and retirees.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment10 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration4 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries5 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Ascendia

Accounting & Professional Servicesascendia.com.au

Ascendia is a Queensland-based, principal-owned professional services firm delivering integrated accounting, legal, and ASIC-licensed investment advisory services from offices in Noosa, Maroochydore, and North Lakes to SMBs, individuals, and trustees across regulated industries.

Ascendia firmographics

Firmographics
Name
Ascendia
Legal name
Allied Administration Pty Ltd.
Website
https://ascendia.com.au
Company type
Private
Founded year
1970
Operating status
Operating
Headcount range
11–50 employees
Short description
Ascendia is a Queensland-based, principal-owned professional services firm delivering integrated accounting, legal, and ASIC-licensed investment advisory services from offices in Noosa, Maroochydore, and North Lakes to SMBs, individuals, and trustees across regulated industries.
Ownership category
akta.pro rank

Where Ascendia is headquartered

Location

Headquarters

HQ city
Noosa Heads
HQ country
Australia
HQ region
Oceania

Offices3 records

Markets served

Ascendia business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

  1. Accounting Services: Comprehensive accounting, tax, and compliance services including audit & assurance, business advisory, bookkeeping, CFO support, company secretarial, financial accounts, tax returns, SMSF accounting, investment accounting, and due diligence services. Offered on fixed fee basis with engagement letters and terms of agreement.
  2. Legal Services: Business law, estate law, property development, commercial property, conveyancing, and employment law services provided by in-house solicitors. Services include entity establishment, asset protection, business succession, dispute management, and legal due diligence.
  3. Investment Management Services: ASIC licensed investment advisory and portfolio management services for self-funded retirees and pre-retirees, including asset accumulators and trustees of investment trusts. Fee-for-service model based on activity and costs involved. Services include portfolio management, financial advice, and built-in investment advisory.

Pricing tiers

ModelBillingPrice
One time/ perpetual licenseMulti-year contractFixed Fee Quote
Unit PricingAnnualFee Calculators for Specific Services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Ascendia product offering

Product offering

Core offering

Ascendia is an Australian multi-disciplinary professional services firm founded in 1970 that delivers accounting, taxation, bookkeeping, legal and investment management services from three offices in South East Queensland (Noosa, Maroochydore, North Lakes). The firm serves both businesses across specialised industry verticals (medical, pharmacy, aged care, construction, management rights, property development, real estate) and individual clients (investors, retirees, executives), with engagements priced on a fixed-fee basis supported by online fee calculators and written estimates.

Product overview

Ascendia is a multi-disciplinary professional services firm offering integrated accounting, legal, and investment management services. The core offering consists of three main service pillars: Accounting Services (including audit & assurance, business advisory, bookkeeping, CFO support, company secretarial, financial accounts, SMSF, tax advice, and verification/valuation), Legal Services (covering business law, estate law, property development, commercial property, conveyancing, and employment law), and Investment Management Services (portfolio management and advisory). The firm differentiates through its multi-profession team approach, providing coordinated services across accounting, legal, and investment disciplines from offices in Noosa, Maroochydore, and North Lakes.

Differentiator

Problem solved

Functional benefit

Products and services

  • Accounting Services The firm's core accounting practice, encompassing tax returns, bookkeeping, financial accounts, business advisory, SMSF, audit, CFO support and company secretarial services, delivered to business and individual clients across Queensland.
  • Audit & Assurance Independent audit and assurance engagements for businesses requiring statutory or voluntary assurance reviews.
  • Business Advisory Services Strategic and operational advisory services for business owners across Ascendia's specialised industry verticals, including medical, pharmacy, aged care, construction, management rights, property development and real estate.
  • Business Bookkeeping Outsourced bookkeeping services using platforms such as MYOB, QuickBooks, Xero and Bank Link for small and medium businesses.
  • CFO Support Services Part-time or outsourced chief financial officer support for businesses that need senior financial leadership without a full-time hire.
  • Company Secretarial Services ASIC compliance, corporate secretarial and statutory record-keeping services for companies.
  • Financial Accounts & Tax Returns Preparation of financial statements and tax returns for businesses and individuals.
  • SMSF Services Specialist accounting, compliance and administration services for self-managed superannuation funds, primarily for individual investors and retirees.
  • Taxation Services Tax compliance preparation, lodgement, planning and advisory for businesses and individuals.
  • Legal Services The firm's legal practice, providing business law, estate law, property development law, commercial property law, conveyancing and employment law services to business and individual clients.
  • Business Law Services Legal advice and documentation for businesses, including contracts, structuring, governance and commercial matters.
  • Estate Law Services Wills, estate planning and succession services for individuals and families.
  • Property Development Law Specialist legal services for property developers, including structuring, contracts, compliance and project-related advice.
  • Commercial Property Law Legal services for commercial property transactions, leases and related matters.
  • Conveyancing Services Property conveyancing for buyers and sellers of residential and commercial property.
  • Employment Law Services Employment law advice, contracts, workplace policies and dispute support for employers and employees.
  • Investment Management Services Portfolio management and investment advisory services for individual investors and retirees.
  • Portfolio Management Ongoing portfolio construction and management for individual investors, typically retirees or self-funded clients.
  • Investment Advisory Services Investment strategy advice and guidance for individual investors and retirees.

Quantifiable outcome

  • 60-day return on tax work for clients providing complete data before August 30
  • +1 more outcomes

Companies that use Ascendia

Customer profile

Named customers1 record

Segments10 records

Ideal customer profiles2 records

Ascendia technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Ascendia partnerships and signals

Strategic signal

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Ascendia competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Ascendia financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ascendia leadership team

Management profile

Number of profiles

Profiles2 records

Ascendia subsidiaries and ownership

Company hierarchy

Subsidiaries5 records

Ascendia funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Ascendia M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ascendia

What does Ascendia do?

Ascendia is an Australian multi-disciplinary professional services firm founded in 1970 that delivers accounting, taxation, bookkeeping, legal and investment management services from three offices in South East Queensland (Noosa, Maroochydore, North Lakes). The firm serves both businesses across specialised industry verticals (medical, pharmacy, aged care, construction, management rights, property development, real estate) and individual clients (investors, retirees, executives), with engagements priced on a fixed-fee basis supported by online fee calculators and written estimates.

Is Ascendia a public or private company?

Ascendia is a private company. It is classified as management employee owned and is currently operating.

When was Ascendia founded?

Ascendia was founded in 1970. It employs 11 to 50 people.

Where is Ascendia based?

Ascendia is headquartered in Noosa Heads, Australia, in the Oceania region.

How does Ascendia make money?

Three revenue lines are on record. Accounting Services are the primary driver. The others are legal Services and investment Management Services.

Does Ascendia have an API?

No public API is recorded for Ascendia.

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