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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

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...

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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...

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Closely held payees: STP options for small employers

Closely held payees: STP options for small employers

 Small employers with closely held payees have been exempt from reporting through single touch payroll...

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Videos to help understand accounting topics.

Videos to help understand accounting topics.

 Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The...

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ATO Small Business Newsroom - May / June

ATO Small Business Newsroom - May / June

 The ATO provides information on a large number of business related topics, issues, rules and regulations....

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New insolvency rules commence

New insolvency rules commence

 The measures from 1st January 2021 apply to incorporated companies with liabilities less than $...

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ATO sheds light on crypto compliance focus

ATO sheds light on crypto compliance focus

 The Tax Office has urged advisers and taxpayers alike to heed its guidance on accounting...

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Post Federal budget reflections

Post Federal budget reflections

 The federal budget 2021–22 was handed down by the Treasurer, the Hon Josh Frydenberg MP, on 11 May 2021...

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Federal Budget 2021 - Overview

Federal Budget 2021 - Overview

 The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal...

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Financial Planning News

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

Budget 2021: Retirement Outcomes

Budget 2021: Retirement Outcomes

 The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across...

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Videos to help understand financial planning topics.

Videos to help understand financial planning topics.

 Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The...

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SMSFs still on top for member satisfaction

SMSFs still on top for member satisfaction

 SMSF members continue to report very high levels of satisfaction with the performance of their fund...

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Understanding home downsizing and super contributions

Understanding home downsizing and super contributions

 The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing...

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ATO issues final warnings on outstanding SARs

ATO issues final warnings on outstanding SARs

 The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may...

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New SMSF quarterly statistics highlight continued post-COVID recovery

New SMSF quarterly statistics highlight continued post-COVID recovery

 The ATO’s newly released March 2021 quarterly statistical report has revealed the total number...

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Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

 Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t...

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Federal Budget 2021 - Overview

Federal Budget 2021 - Overview

 The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal...

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.