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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

Small businesses urged to register assets before insolvency explosion.

Small businesses urged to register assets before insolvency explosion.

 The Australian Small Business and Family Enterprise Ombudsman (ASBFEO) Kate Carnell says it is essential...

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ASIC sounds warning around high-yield bond scams

ASIC sounds warning around high-yield bond scams

 The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be...

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JobMaker Resources - ATO

JobMaker Resources - ATO

 All our key resources for the JobMaker Hiring Credit scheme.  Included are a User Guide...

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Government mulls HECS-style business loans

Government mulls HECS-style business loans

 A HECS-style loan scheme for businesses, currently being considered by the Treasury, would provide a...

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Industry pressure forces ATO’s hand on STP deadline

Industry pressure forces ATO’s hand on STP deadline

 The Tax Office has agreed to push back the start date for the second phase of Single Touch Payroll after...

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$36bn withdrawn from super during COVID-19

$36bn withdrawn from super during COVID-19

 The latest report from the Australian Prudential Regulation Authority (APRA) has revealed that workers...

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ATO opens claims for first JobMaker quarter

ATO opens claims for first JobMaker quarter

 The first claim period for the JobMaker Hiring Credit scheme is now underway, with the ATO reminding...

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Vaccination rates as they happen around the world

Vaccination rates as they happen around the world

 A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered...

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Toyota returns $18m in JobKeeper payments

Toyota returns $18m in JobKeeper payments

 The Japanese car manufacturer has confirmed it has approached the ATO to return more than $18 million...

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Financial Planning News

The real value of advice

The real value of advice

 The right words of advice - whether it be from friends or family, business mentor, sports coach - can have...

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Taking a deeper dive into indexation of the transfer balance cap

Taking a deeper dive into indexation of the transfer balance cap

 With the recent indexation of the general transfer balance cap causing discussion around its complexities...

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ASIC sounds warning around high-yield bond scams

ASIC sounds warning around high-yield bond scams

 The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be...

Read More

How to pass the diversification test

How to pass the diversification test

 Diversification, spreading your money across a range of different assets rather than putting it all into one...

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Rollout of Director ID Numbers (DIN) is ahead of schedule

Rollout of Director ID Numbers (DIN) is ahead of schedule

 Director identification numbers may be introduced sooner than expected for SMSFs with corporate trustees...

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The perks of staying invested

The perks of staying invested

 In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market...

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Retirees proceeding with downsizing plans as confidence rises

Retirees proceeding with downsizing plans as confidence rises

 Downsizer contributions were the top query received by the BT technical services team in the December...

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Early access boosted interest in advice

Early access boosted interest in advice

 Public interest in financial advice rose significantly in 2020, with consumers focusing their online...

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Vaccination rates as they happen around the world

Vaccination rates as they happen around the world

 A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered...

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.