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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

A 2022 Advent Calendar for our clients

A 2022 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas...

Read More

Difference Between Leasing vs Hire Purchase

Difference Between Leasing vs Hire Purchase

If you're looking to purchase a car, you may be wondering what the differences are between leasing and a...

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How Have Australians Reacted to Interest Rate Hikes?

How Have Australians Reacted to Interest Rate Hikes?

Interest rates have been on the rise in Australia, and this has caused a lot of concern among consumers. Many...

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FBT – Christmas Parties and Taxi Fare/Rideshare

FBT – Christmas Parties and Taxi Fare/Rideshare

 Some employers, who are commendably anxious to protect their employees and clients from the drink/driving...

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Employee Christmas Parties and Gifts – Any FBT?

Employee Christmas Parties and Gifts – Any FBT?

 The Christmas break-up party and/or gifts to employees can be exempt from Fringe Benefits if a few rules are...

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Big-end-of-town tax: miners, banks pay up, but for one-third it’s zip

Big-end-of-town tax: miners, banks pay up, but for one-third it’s zip

Just seven companies paid 40 per cent of the $69 billion income tax reaped from 2,500 large...

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Cash flow forecasting template

Cash flow forecasting template

A cash flow forecast is a vital business tool you can use to work out whether you have enough cash to run or...

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Buyback law closes loophole ‘but franking credits here to stay’

Buyback law closes loophole ‘but franking credits here to stay’

Assistant Treasurer guarantees dividend imputation scheme but says off-market share buybacks exploit a...

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Budget October 2022-23-Comprehensive summary

Budget October 2022-23-Comprehensive summary

The Federal Government is to continue spending more than it earns for at least the next two years at...

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Financial Planning News

A 2022 Advent Calendar for our clients

A 2022 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas...

Read More

Volatility is here to stay

Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the...

Read More

Three things to consider when switching your super

Three things to consider when switching your super

Understanding how your super works and making sure you are getting the most out of your fund is essential to...

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Making the most of your super limits

Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in...

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SMSF professionals play critical role in Age Pension planning

SMSF professionals play critical role in Age Pension planning

With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be...

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Positive results from research into the value of financial advice.

Positive results from research into the value of financial advice.

A recent study shows that Australians who have an active relationship with a financial planner are not only...

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Advisers warned on major timing traps with lifetime CGT cap

Advisers warned on major timing traps with lifetime CGT cap

Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given...

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Draft legislation released for franking credit changes

Draft legislation released for franking credit changes

The government has released draft legislation on its measure to alter the tax treatment of off-market share...

Read More

Budget October 2022-23 - Comprehensive summary

Budget October 2022-23 - Comprehensive summary

 The Federal Government is to continue spending more than it earns for at least the next two years at...

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.