For more than 25 years, Macquarie Group Services has been the trusted partner of accountants, lawyers and financial planners across Australia — delivering cutting-edge precedent documents, expert tax consulting, tribunal representation and the most comprehensive professional education platform in the country.
Macquarie Group Services was established in 1999 with a single, clear purpose: to give accounting, legal and financial planning practices access to the highest-quality tax and superannuation documents and education available in Australia. What started as a boutique trust deed and superannuation product business has grown into Australia's most integrated professional services platform — spanning precedent documents, AML/CTF compliance, professional broadcast education, expert advice and tribunal representation.
In 2003, MGS launched macquarie.tv — one of the world's first professional legal and tax broadcast services, and still today Australia's longest-running program of its kind. The platform now delivers eight distinct channels covering federal tax, state tax, superannuation, ATO updates, TPB regulation and more, with over 40 hours of CPD-accredited content released each year.
It is our need to stay at the cutting edge of taxation and superannuation that makes our products the most up-to-date and technically current available in the marketplace. Every document we produce is reviewed against the most recent legislation, court decisions and tribunal rulings. Every show we broadcast is prepared by practitioners who deal with these issues every day — including in tax offices, revenue authorities and before the tribunals.
Today, MGS serves thousands of accounting, legal and financial planning firms across Australia, providing the document infrastructure, compliance tools, expert education and practitioner support that modern practices need to serve their clients at the highest level.
The directors and senior advisers of Macquarie Group Services are not office-bound document drafters. They are active tax practitioners — appearing before the Administrative Review Tribunal (ART), the NSW Civil and Administrative Tribunal (NCAT) and other revenue authority proceedings on behalf of clients across Australia.
When a client faces an ATO audit, a Revenue NSW audit, a disallowed objection, or a dispute that is escalating to the Administrative Review Tribunal, MGS Private can step in — preparing the submissions, briefing counsel where appropriate, and appearing or instructing throughout the proceedings.
Macquarie Group Services offers the broadest range of integrated products and services available to Australian accountants — from trust deeds and companies through to AML compliance, professional education, expert advice and tribunal representation.
The most current, court-tested trust deeds in Australia — reviewed against the latest decisions of the courts and tribunals and drafted to be practical and workable.
Comprehensive SMSF documentation updated for Division 296 Tax, Transfer Balance Cap rules, non-lapsing BDBNs and all current superannuation legislation.
Full company registration and constitution services — including special purpose companies for corporate trustee structures, holding companies and trading entities.
Comprehensive fee-based tax consulting from qualified practitioners who appear before tribunals and handle ATO and Revenue NSW audits.
Australia's most integrated AML/CTF compliance platform — the only solution with direct integration into trust deed and company ordering. Mandatory from 1 July 2026.
The longest-running professional tax broadcast service in Australia — seven channels, 55+ episodes per year, 40+ CPD-accredited hours streaming since 2003.
A wide range of precedent documents for structuring clients' affairs — from partnership agreements to IP licences. Normally delivered within 24 hours. Urgent arrangements available.
Complex federal and state restructuring advice for all types of businesses, projects and transactions — from corporate consolidations to property restructures.
Comprehensive explanatory memorandums and how-to guides covering every major product and area of practice — written by practitioners for practitioners.
What distinguishes Macquarie Group Services from every other supplier to the accounting profession is integration. Our platforms don't operate in silos — they are designed to work together in a connected workflow that eliminates duplication, reduces errors and saves time.
When a client is onboarded through Macquarie AML — identity verified, entity checked, beneficial ownership confirmed — that information flows directly into the trust deed or company order through Corporate Solutions. There is no re-entry, no second form, no compliance gap. The verification and the document are part of the same connected workflow.
Macquarie TV is produced by the same practitioners who draft the documents and appear before the tribunals — so the education reflects the real law, not a sanitised version of it. When our shows cover trust deed structures, the host is the person who prepared the deed. When Special Edition covers a tribunal decision, it's discussed by practitioners who argue those issues. Education, compliance, documents and advice: all from one provider, all grounded in the same practitioner experience.
An ATO audit or Revenue NSW audit is one of the most stressful events an accounting practice and its client can face. The information requests are complex, the stakes are high, the deadlines are tight and the consequences of a poorly managed response can be severe. This is exactly the kind of situation where the depth and quality of your adviser makes all the difference.
MGS Private provides hands-on audit representation — taking the audit file from the moment the ATO or Revenue NSW makes contact, through every stage of the process, to its conclusion. Our practitioners have extensive experience managing income tax, GST, superannuation, payroll tax and stamp duty audits, and know the revenue authorities' audit methodologies from direct experience.
When an assessment has been issued that is wrong, MGS Private prepares and lodges the objection. When the objection is disallowed, we take the matter to the Administrative Review Tribunal. When the matter is complex enough to require senior counsel, we brief and instruct.
Full audit management — responding to section 264 information requests, preparing client responses, attending ATO interviews, reviewing draft audit conclusions and preparing submissions. We understand the ATO's risk frameworks for trusts, SMSFs, property transactions, related-party arrangements and private company distributions.
GST compliance is a frequent audit area — particularly for property developers, going concern transactions, mixed-use developments and associated entity arrangements. Our practitioners have managed GST audits across a broad range of industries and transaction types and structures.
Land tax audits — threshold compliance, principal residence exemptions, foreign person surcharges, trust-owned property and aggregation issues — are a specialist area for MGS Private. We prepare the client's position, manage Revenue NSW enquiries and, where necessary, take the matter to objection and NCAT.
Payroll tax audits are increasingly aggressive, particularly in relation to contractor arrangements, grouping provisions and common ownership. Our practitioners have direct experience managing Revenue NSW payroll tax audits and preparing the submissions that support the client's position.
We prepare and lodge formal objections to income tax, CGT, GST, superannuation, stamp duty, land tax and payroll tax assessments. Our objection submissions are carefully structured, legally argued and draw directly on the precedents from our ART and NCAT appearance experience.
When a client is contemplating a complex transaction and certainty is required, MGS Private prepares private binding ruling requests to the ATO or Revenue NSW. A well-prepared ruling request — setting out the full facts, identifying the relevant provisions and advancing the client's preferred view — significantly improves the prospects of a favourable ruling.
Every document MGS produces is reviewed against the most recent legislation, court decisions and tribunal rulings. We don't issue documents that are out of date — because our practitioners are the ones who see the consequences of stale documents in tribunal proceedings.
MGS directors appear before the Administrative Review Tribunal and NCAT. They prepare objections. They handle ATO and Revenue NSW audits. Every document and every piece of advice they produce is grounded in direct, adversarial experience with the revenue authorities.
From a trust deed to tribunal representation, from AML compliance to CPD-accredited tax education — MGS is the only firm that delivers the complete range of services an accounting practice needs, from a single integrated platform with a single point of contact.
Macquarie TV has been running since 2003 — more than two decades of professional tax and superannuation education, now expanded to seven channels and over 40 CPD-accredited hours per year. No other firm has delivered this calibre of continuous, broadcast-quality education to the Australian accounting profession.
Every product MGS makes is designed by practitioners who understand what accountants actually need — practical, workable documents, not academic exercises. We listen to practitioners' needs and build what they ask for. Our precedents are drafted to be usable, not just technically correct.
Macquarie AML is the only AML/CTF compliance platform in Australia with direct integration into trust deed, company and SMSF ordering — eliminating the duplication and compliance risk that comes from using separate, disconnected systems for verification and document production.
Join thousands of accounting, legal and financial planning firms who trust Macquarie Group Services for their documents, compliance, education and expert advice.
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