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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

Changes to parental and workplace sexual harassment laws

Changes to parental and workplace sexual harassment laws

New workplace changes to paid parental leave, and workplace sexual harassment...

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 Small businesses need hands-on help with cyber security

Small businesses need hands-on help with cyber security

Firms confront too much information but insufficient practical guidance when it comes to digital lockdown...

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Small business must race to beat instant asset write-off deadline

Small business must race to beat instant asset write-off deadline

Small business will need to race to beat the cut-off date for the instant asset write-off scheme, says a tax...

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Single Touch Payroll Reporting

Single Touch Payroll Reporting

The fine tuning of Single Touch Payroll is now endeavouring to disguise family...

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Holiday Home Tax

Holiday Home Tax

Many Australians own a holiday home, but according to the Australian Taxation Office, thereare a small number...

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Key points from the 2023-24 Federal Budget

Key points from the 2023-24 Federal Budget

 Federal Budgets can involve a lot of content.  The following are a quick summary of the main issues.  The...

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Overview of the Federal Budget 2023 – 24

Overview of the Federal Budget 2023 – 24

 The following are all the links to the federal government's description of its 2023 Budget.  At the...

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Protect your business from cyber threats

Protect your business from cyber threats

Computer hacking has been around for as long as there have been computers. Once it used to be computer geeks...

Read More

Financial Planning News

Unintended consequences of work test changes to be rectified

Unintended consequences of work test changes to be rectified

New draft legislation to the work test mean impacted individuals will retain their ability to claim deductions...

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Banks launch scam awareness campaign

Banks launch scam awareness campaign

The new campaign highlights the importance of customer alertness against criminal activity by...

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ATO warns of rise in SMSF identity fraud and investment scams

ATO warns of rise in SMSF identity fraud and investment scams

The ATO has warned SMSF members to be aware of identity fraud and investment...

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The importance of SMSF succession planning

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust...

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Overview of the Federal Budget 2023 – 24

Overview of the Federal Budget 2023 – 24

 The following are all the links to the federal government's description of its 2023 Budget.  At the...

Read More

Our investment and economic forecasts, April 2023

Our investment and economic forecasts, April 2023

Our latest forecast changes include expectations...

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2023 Federal Budget: Stronger foundations for a better future

2023 Federal Budget: Stronger foundations for a better future

‘Seeing our people through the hard times – and setting our country up for a better future’“While...

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Australian retirees face accelerating price pressures

Australian retirees face accelerating price pressures

Couples now need nearly $70,000 per year to achieve a comfortable retirement, while singles need around...

Read More

Protect your business from cyber threats.

Protect your business from cyber threats.

Computer hacking has been around for as long as there have been computers.  Once it used to be computer geeks...

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.