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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

Federal Budget 2019 - Overview

Federal Budget 2019 - Overview

The Government’s economic plan and this Budget are building a stronger economy and securing a better future...

Read More

How the 2019 Federal Budget affects you

How the 2019 Federal Budget affects you

The following links take you to that section of the 2019 Budget that affects you...

Read More

FBT Reminder – Odometer Reading

FBT Reminder – Odometer Reading

Anybody who has a Fringe Benefits Tax obligation should take an odometer reading of motor...

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‘Big awareness push’ underway as STP deadline approaches

‘Big awareness push’ underway as STP deadline approaches

Hundreds of thousands of businesses have been prompted by the ATO to get started with their Single Touch...

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 GST collection on overseas goods at 300% of forecasts

GST collection on overseas goods at 300% of forecasts

GST collection for low value imported goods is tracking at 300 per cent of forecasts, as overall GS...

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The problem with getting to 53 years of age.

The problem with getting to 53 years of age.

Here's some food for thought and another reason why getting professional help from a financial planner is...

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Lost Beneficiaries

Lost Beneficiaries

How does an executor trace a missing...

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New quarterly STP reporting method for closely held payees revealed

New quarterly STP reporting method for closely held payees revealed

The ATO has shed light on how employers will be able to report quarterly for closely held employees under the...

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Financial Planning News

Federal Budget 2019 - Overview

Federal Budget 2019 - Overview

The Government’s economic plan and this Budget are building a stronger economy and securing a better future...

Read More

How the 2019 Federal Budget affects you

How the 2019 Federal Budget affects you

The following links take you to that section of the 2019 Budget that affects you...

Read More

The problem with getting to 53 years of age.

The problem with getting to 53 years of age.

Here's some food for thought and another reason why getting professional help from a financial planner is...

Read More

Paying for health care in retirement

Paying for health care in retirement

In retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to...

Read More

Personal super contributions and the 10% test

Personal super contributions and the 10% test

With Labor threatening to reinstate the 10 per cent test if elected, SMSF clients may want to make the most of...

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What investors can expect as key moves affecting markets await

What investors can expect as key moves affecting markets await

Investors saw increased market volatility and uncertainty at the end of 2018, largely because of a changing...

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ATO flags PAYG obligations for SMSFs with legacy pensions

ATO flags PAYG obligations for SMSFs with legacy pensions

The ATO has reminded SMSFs that are paying capped defined benefit income streams to members to ensure they...

Read More

Don't just plan for retirement; Plan for your life

Don't just plan for retirement; Plan for your life

In the financial services industry, advising people to spend money is like being a doctor encouraging...

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Consumers misunderstand types of advice

Consumers misunderstand types of advice

The need to be studious about our financial future never goes away and ASIC is pushing hard to help us all...

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.