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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

Why you need a contract of employment

Why you need a contract of employment

Many small businesses employ workers on a verbal agreement. But what happens if a dispute arises over the...

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Tax benefits for unused “carry forward” concessional superannuation contributions

Tax benefits for unused “carry forward” concessional superannuation contributions

A reminder regarding rules for allowing eligible people to claim tax deductions for the unused portion of...

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Cyber security and work-from-home become key executive concerns

Cyber security and work-from-home become key executive concerns

Cyber crime and data breaches are rated higher as threats by executives in the Asia Pacific than by their...

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Largest wind power producers in the world

Largest wind power producers in the world

Check out the worlds largest wind power producers from 1990 to...

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Chalmers revives 120% deductions for spending on skills, digital

Chalmers revives 120% deductions for spending on skills, digital

The government has revived two initiatives that give small businesses 120 per cent tax deductions for spending...

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What is Single Touch Payroll Phase 2?

What is Single Touch Payroll Phase 2?

In the 2019–20 Budget, the government announced that Single Touch Payroll (STP) would be expanded to include...

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Australian Taxation Office (ATO) reminder to small businesses this tax time

Australian Taxation Office (ATO) reminder to small businesses this tax time

Small businesses are again in the ATO’s sights this tax time, with a focus on stamping out deductions not...

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Declare cash sales or run the risk, business told

Declare cash sales or run the risk, business told

Off-the-books transactions and side hustles have a habit of showing up the ATO’s tracing technology, says...

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Sub-trusts ‘redundant’ under final Div 7A ruling

Sub-trusts ‘redundant’ under final Div 7A ruling

With interest-only loans no longer an option the commercial incentive for sub-trusts ends, says the Tax...

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Financial Planning News

ATO taking ‘harsher’ stance on loans to members

ATO taking ‘harsher’ stance on loans to members

The ATO is paying closer attention to attempts by accountants to “patch up” mistakes by SMSF clients...

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How costs can add up

How costs can add up

There is quite a bit of truth to the old adage “there is no free lunch in life” or its more recent...

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Take action on valuations now to avoid delays, says ATO

Take action on valuations now to avoid delays, says ATO

The ATO is urging SMSFs to get their asset valuations done before their annual audit to help avoid delays and...

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Four powerful ways to build investing confidence

Four powerful ways to build investing confidence

Here are some tips that can help you build confidence in your investing approach, no matter what the markets...

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ATO provides cyber security tips for SMSFs

ATO provides cyber security tips for SMSFs

In the wake of the recent Optus cyber attack, the ATO and Australian Cyber Security Centre has outlined some...

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The advantages of investing early

The advantages of investing early

You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk...

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Partial property sales eligible for downsizer

Partial property sales eligible for downsizer

Superannuation fund members making a downsizer contribution do not have to sell the whole property or even...

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The Countries that Consume the Most Beer in the World

The Countries that Consume the Most Beer in the World

Check out the countries that consume the most beer from...

Read More

Three tips for building a good portfolio

Three tips for building a good portfolio

The first step to building a sound investment portfolio is to know why you’re...

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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.