Request a Callback

Want to know more?

Leave your details below and we'll get in touch! Alternatively you can also make a written enquiry via our Contact form.

×

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

Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

 Working from home because of COVID-19 means most will have more deductions than in a normal year.  These...

Read More

Year-end tax planning

Year-end tax planning

 Tax time is here again and pressure is...

Read More

Home Office & end of 2021 tax year

Home Office & end of 2021 tax year

 In a Covid-ravaged financial year, small business owners need consider what actions now can benefit in...

Read More

ATO extends STP finalisation due date

ATO extends STP finalisation due date

 Employers have been given additional time to complete their Single Touch Payroll finalisation declaration...

Read More

Super transfer balance cap increase from 1 July 2021

Super transfer balance cap increase from 1 July 2021

 This year will be the first indexation increase of the $1.6 million pension...

Read More

ATO extends Division 7A COVID-19 relief

ATO extends Division 7A COVID-19 relief

 The Tax Office has extended relief for taxpayers who are unable to meet the minimum yearly repayments on...

Read More

Tax implications - more than one job

Tax implications - more than one job

 If you are working two or more jobs casually or have overlapping contract work, you need to be careful to...

Read More

Tax mix to rely more heavily on income tax as the Treasurer ducks austerity

Tax mix to rely more heavily on income tax as the Treasurer ducks austerity

 The Australian economy is predicted to grow “slower than previously thought” over the next 40 years, as...

Read More

10% Super Guarantee from 1st July 2021

10% Super Guarantee from 1st July 2021

 Business leaders should turn their attention to how they plan on managing the government’s increase to the...

Read More

Financial Planning News

Tax time: calculating investment income and deductions

Tax time: calculating investment income and deductions

 Here's a check list of what you will need to include in your 2020-21 income tax...

Read More

ATO extends Division 7A relief

ATO extends Division 7A relief

 The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the...

Read More

Drawdown relief for all pensions

Drawdown relief for all pensions

 The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to...

Read More

Tax Time Checklists -  Super Funds; Individuals; and Company, Trust, Partnership

Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 Working from home because of COVID-19 means most will have more deductions than in a normal year.  These...

Read More

What's your risk profile?

What's your risk profile?

 Your attitude to risk is one of the most important factors to consider when it comes to...

Read More

Downsizer and bring forward combination creates new opportunities for super strategy

Downsizer and bring forward combination creates new opportunities for super strategy

 With the recent bring-forward measures passed along with further extension proposed in the federal budget...

Read More

Trust deed must include certain items

Trust deed must include certain items

 An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a...

Read More

Five investing tips for beginners

Five investing tips for beginners

 Here are five investing tips for those who are just beginning their investment...

Read More

End of year financial strategies

End of year financial strategies

 With the end of the financial year approaching there may be some valuable opportunities worth discussing for...

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.