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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

Our Advent calendar for 2019

Our Advent calendar for 2019

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...

Read More

Tax Office sounds warning on 8 types of super schemes

Tax Office sounds warning on 8 types of super schemes

The Australian Taxation Office has earmarked a number of superannuation and SMSF schemes it says are under...

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Don’t forget sharing economy income

Don’t forget sharing economy income

Money that you earn from “gig” jobs through platforms like Uber, Airtasker and Airbnb, such as...

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Impress your friends with your knowledge!!

Impress your friends with your knowledge!!

Knowing this information is a 'must have' for this Christmas...

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Salary sacrificing and the superannuation guarantee

Salary sacrificing and the superannuation guarantee

Employers should take note of the new rules that became law on 28 October 2019, regarding the application of...

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Why so much super “stuff” this year?

Why so much super “stuff” this year?

New rules mean that insurance coverage will be cancelled on “inactive” superannuation accounts from ...

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Reverse Mortgage?

Reverse Mortgage?

Some elderly Australians are trapped asset rich, income poor.  Whilst downsizing might be the smartest...

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How the gig economy could create hidden tax issues for contractors and employers

How the gig economy could create hidden tax issues for contractors and employers

Workers and employers are benefiting from the burgeoning gig economy in which people work part-time or on a...

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15,000 tip-offs as ATO black economy hotline rings hot

15,000 tip-offs as ATO black economy hotline rings hot

Black economy tip-off calls to the ATO have breached the 15,000 mark in the three months since it launched...

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Financial Planning News

Our Advent calendar for 2019

Our Advent calendar for 2019

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday...

Read More

The economic and investment outlook for 2020

The economic and investment outlook for 2020

The 2019 year has been unpredictable for investors, with weaker economic growth and ongoing geopolitical...

Read More

You'll be the life of the party when armed with this information!

You'll be the life of the party when armed with this information!

Keeping up-to-date with this data will brighten up anyone's...

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Review queries retirement system understanding

Review queries retirement system understanding

The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and...

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Retirement planning in 15 minutes a day

Retirement planning in 15 minutes a day

There are few things in today's world as certain as this. Ask anyone how they are and the answer...

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Eggs, baskets and diversified SMSF investment strategies

Eggs, baskets and diversified SMSF investment strategies

The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset...

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New opportunities for employees to claim additional superannuation

New opportunities for employees to claim additional superannuation

Under the current rules, the maximum amount of “concessional” superannuation contributions that can be...

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ATO provides further trustee instructions on myGovID

ATO provides further trustee instructions on myGovID

The ATO has provided further instructions for SMSF trustees and directors around how they can prepare...

Read More

The main benefits of professional financial help.

The main benefits of professional financial help.

Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about...

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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.