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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

Sub-trusts ‘redundant’ under final Div 7A ruling

Sub-trusts ‘redundant’ under final Div 7A ruling

With interest-only loans no longer an option the commercial incentive for sub-trusts ends, says the Tax...

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Tax Office homing in property deductions, SMSFs warned

Tax Office homing in property deductions, SMSFs warned

With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls...

Read More

ATO adds indebted sole traders to credit referrals

ATO adds indebted sole traders to credit referrals

The step should help promote transparency and fairness, says IPA. The ATO has begun disclosing tax debts of...

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State and Federal Covid support --- Aug 2022

State and Federal Covid support --- Aug 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives...

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ATO casts net wide when it comes to taxable business income

ATO casts net wide when it comes to taxable business income

Commissions, investment earnings, gratuities and more must be included to be assessed, the office...

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Largest natural gas produces by country from 1970-2021

Largest natural gas produces by country from 1970-2021

See which country lead the worlds natural gas production at certain times in the last 5...

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NALI ‘a special problem for SMSFs’

NALI ‘a special problem for SMSFs’

Tax benefits attract miscreants, but non-arm’s length rules should allow minor transgressions to be fixed...

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Tax time tips

Tax time tips

The more detail you can give your accountant the quicker your tax return can be processed and,usually, the...

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Census 2021 Data

Census 2021 Data

Search through the data collected by the Australian Bureau of Statistics, and find interesting facts about how...

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Financial Planning News

SMSFs warned on common mistakes with bare trusts

SMSFs warned on common mistakes with bare trusts

A specialist law firm has highlighted the importance of ensuring that the bare trust has been set up correctly...

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Should you be getting advice?

Should you be getting advice?

From navigating market volatility to superannuation legislation changes to determining the right asset...

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Tax Office homing in property deductions, SMSFs warned

Tax Office homing in property deductions, SMSFs warned

With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls...

Read More

NALI ‘not going away anytime soon’

NALI ‘not going away anytime soon’

SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the...

Read More

State and Federal Covid support --- Aug 2022

State and Federal Covid support --- Aug 2022

The following links are to the latest state and federal government plans, schemes, programs, and initiatives...

Read More

Preparing your kids for financial success

Preparing your kids for financial success

Teaching kids to establish sound money management skills and strong financial acumen is important, regardless...

Read More

Largest natural gas produces by country from 1970-2021

Largest natural gas produces by country from 1970-2021

See which country lead the worlds natural gas production at certain times in the last 5...

Read More

Strategic asset allocation: a timeless solution

Strategic asset allocation: a timeless solution

While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the...

Read More

Tax tips

Tax tips

The more detail you can give your accountant the quicker your tax return can be processed and, usually, the...

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.