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Accountanting, Taxation and Financial Planning Services in Lilydale 3140 VIC

We are Gary J McCluskey & Associates
Gary J McCluskey mug

Gary J McCluskey & Associates is a local accountancy firm and registered tax agent providing both personal and business taxation and accounting services in the outer Eastern Suburbs.

Gary J McCluskey & Associates is all about providing sensible and practical advice at a realistic cost.

For individuals it may mean a straight forward tax return completed quickly at a reasonable price. For business operators, sound and practical advice on a timely basis is critical. The experience of Gary McCluskey and an able team of assistants will help you minimise taxation, increase profitability and improve your cashflow. The team at Gary J McCluskey & Associates is well aware of the need to provide cost-effective solutions and will tailor a solution to suit your needs.

Gary J McCluskey & Associates has a diverse range of clients and has helped many local businesses grow and achieve success over the years.

For realistic and sensible advice and services at an affordable price call, Gary J McCluskey & Associates on 03 9735 2266.

Accounting & Taxation Services

We offer services to Individuals, Sole Traders and Small-Medium Businesses

Financial Planning Advice & Services

Sound financial advice can benefit your retirement prospects at any stage of life:
20s, 30s, 40s, 50s or even beyond
Couple enjoying retirement

As an InterPrac Financial Planner we can offer our clients a very broad range of financial products. Our Planners are provided with current and historical research to enable them to ensure your needs are addressed.

We are dedicated financial planners offering a range of services to assist you with making sound financial choices.

Our planners specialise in the following areas:

  • Superannuation
  • Direct share portfolios
  • Tax effective investments
  • Managed funds, fixed interest and cash
  • Personal Insurance

For investors looking to get ahead, we have an extensive product list with a broad range of investment types and sector spread.

We supply all financial planning clients with regular, personalised economic updates and newsletters.

Accounting & Financial Planning Videos

Educational videos that explain different aspects of the industry in short, simple clips. Updated regularly!

Latest Accounting & Financial Planning News

Read the latest industry updates from the Gary J McCluskey & Associates news desk.

Accounting News

Bushfires 2019–20 (ATO)

Bushfires 2019–20 (ATO)

Devastating bushfires have been burning across large parts of Australia since November...

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Accounting profession responds to bushfire crisis

Accounting profession responds to bushfire crisis

The professional accounting bodies have begun launching initiatives to help support accountants and their...

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Helping your business survive a natural disaster - ATO

Helping your business survive a natural disaster - ATO

Australia has experienced more natural disasters in the last few months, and over a greater area of the...

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Single Touch Payroll (STP) – now ensure super is paid on time.

Single Touch Payroll (STP) – now ensure super is paid on time.

Single Touch Payroll (STP) will connect you to the Australian Taxation Office through your payroll...

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Beware of Australian Taxation Office (ATO) impersonation scams

Beware of Australian Taxation Office (ATO) impersonation scams

The ATO warns taxpayers to be alert to malicious scammers who are using increasingly sophisticated methods...

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Australia by the Numbers

Australia by the Numbers

The following data is used to make decisions that effect every Australian's...

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‘Visible, valued and owned’: ATO outlines super priorities for new year

‘Visible, valued and owned’: ATO outlines super priorities for new year

The ATO has renewed its commitment to making sure super is “visible, valued and owned” in 2020, naming...

Read More

Introductory Rates & Interest Free Periods

Introductory Rates & Interest Free Periods

Consumers are enticed to transfer balances owing on credit cards, but need to be aware of all the costs, not...

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Our Advent calendar for 2019

Our Advent calendar for 2019

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...

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Financial Planning News

ATO outlines tax relief for bushfire victims

ATO outlines tax relief for bushfire victims

The ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief...

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Catch-up concessional contributions – strategies and practicalities

Catch-up concessional contributions – strategies and practicalities

It’s been a long time coming but members are finally able to use the catch-up concessional contribution...

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Nearing retirement? 7 steps to take before you leave work

Nearing retirement? 7 steps to take before you leave work

You're so close. You were diligent in making additional contributions to your super when it made sense and...

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2020 audits to focus on investment strategy

2020 audits to focus on investment strategy

SMSF auditors are expected to focus more clearly on specific details and evidence around a fund’s...

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Australia - latest facts and figures

Australia - latest facts and figures

The data contained on this website can help with many day to day...

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‘Visible, valued and owned’: ATO outlines super priorities for new year

‘Visible, valued and owned’: ATO outlines super priorities for new year

The ATO has renewed its commitment to making sure super is “visible, valued and owned” in 2020, naming...

Read More

A 20-year investment growth story

A 20-year investment growth story

At the end of 2018, after a dismal fourth quarter – in fact, the worst quarterly performance in seven years...

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Retire on your own terms and not the market's

Retire on your own terms and not the market's

One of the biggest retirement challenges is ensuring that the savings accumulated during your working years...

Read More

Our Advent calendar for 2019

Our Advent calendar for 2019

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...

Read More

Tools & Resources

Create a FREE account and login to our Financial Tools client area, or enjoy the links to FREE tools and calculators supplied by MoneySmart.

Contact Us

We'd love for you to get in touch and we welcome any enquiry that you may have.

Get in Touch

Gary J McCluskey & Associates welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Taxation

Taxation law is complex and we have the advisory team to ensure that you receive the highest quality taxation advice and compliance service. We understand and apply taxation law to deliver the best outcome for each client.

Our range of taxation services includes:

Tax Planning

Gary J McCluskey & Associates specialises in taxation planning and is up to date with all of the latest tax planning options. Apart from making options available to clients, our tax knowledge and understanding of the tax system gives our clients peace of mind because we can also advise on the schemes and promotions to avoid.

Business Assistance

When starting or buying a business or franchise, the wrong advice can be very costly. Gary J McCluskey & Associates specialise in advice on starting, buying and selling businesses.

There are numerous issues to consider and we endeavour to make sure all our business clients are structured correctly for taxation purposes taking into account financial and legal considerations.

Starting/Selling

  • Business structuring
  • Valuing a business
  • Review of your existing business structure
  • Finance requirements
  • Registrations
  • Software Selection

Managing a Business

  • Employer Obligations
  • Record keeping
  • Debt collection techniques
  • Cashflow management and projections
  • Budgets
  • Detailed management reports

Business Finance Options

Accounting Software Solutions

Business demands up to date, accurate financial information.

Cashflow Manager is our preferred software for businesses. Visit www.cashflow-manager.com to learn more about each product.

Cashflow Manager is the simplest GST bookkeeping solution for your small and micro-business clients. It simply lets clients record their receipts and payments into columns (just like a manual cash book) and because each column is labelled with a 'GST' tax type, the program automatically calculates the GST and produces reports that make the preparation of BAS's and tax returns a breeze.

Choosing the right system for your business can be a difficult one. Please contact us to discuss your requirements and we can provide you with a cost effective solution tailored to meet your needs.

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer, or contact us if you require a username and password.

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.