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Jim McKenzie

Background and Experience

Jim is a chartered accountant whose career spans 35 years in public practice, over 25 of which have been spent as a Director at UHY Sothertons Adelaide and now as a consultant of the practice.

He advises small to medium enterprises with a speciality in the legal sector, and aims to keep all the firms he deals with successful. He takes a planned and strategic approach to the advice and support he provides and is able to communicate very effectively with his clients, distilling and conveying the key issues.

Jim’s clients are his foremost interest. His genuine care and compassion is evidenced by the number of clients that have remained with him throughout his career. He ensures that he understands their full financial position and is thus able to best assist and guide them in moving forwards.

Specialist Areas

  • Legal sector
  • Litigation advice and support including provision of expert evidence in various jurisdictions;
  • Long term business planning and management;
  • Financial compliance and reporting;
  • Business structuring for asset protection;
  • Business valuations; and
  • Succession and Estate planning

Qualifications and Associations

  • Bachelor of Arts In Accountancy, University of South Australia
  • Fellow, Chartered Accountants Australia and New Zealand
  • Chartered Tax Adviser , Taxation Institute of Australia
  • Registered Company Auditor
  • Registered Tax Agent
  • Registered Self Managed Super Fund Auditor
  • Former member of State Council of Chartered Accountants Australia and New Zealand
  • Co-author of CCH Australian Audit Manual
  • Former chairman of National Sothertons Group Pty Ltd