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

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

Building a more secure and resilient Australia

Building a more secure and resilient Australia

 In this Budget, the Government is taking decisive action to build our economic resilience to deal with...

Read More

Federal Budget 2021 - Health

Federal Budget 2021 - Health

 While there are many aspects of our life covered in this year's Budget the following focuses on the...

Read More

ATO signals crackdown on 4 ineligible work-from-home claims

ATO signals crackdown on 4 ineligible work-from-home claims

 As tax time looms, the ATO has pointed to four key ineligible work-from-home claims it will be watching...

Read More

Taxpayers urged to keep work-from-home records

Taxpayers urged to keep work-from-home records

 Moore Australia has called for taxpayers to keep a diligent log of the hours worked from home this financial...

Read More

Businesses feeling ‘adverse’ impacts of COVID-safe measures: ABS

Businesses feeling ‘adverse’ impacts of COVID-safe measures: ABS

 While less than two out of 10 businesses are recording a dip in revenue, nearly two-thirds of them are still...

Read More

New insolvency rules commence

New insolvency rules commence

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

Read More

ATO promises not to ‘destroy’ businesses as it resumes debt collection

ATO promises not to ‘destroy’ businesses as it resumes debt collection

 Businesses struggling with tax debts have been urged to re-engage with the ATO as it pledges not to...

Read More

5 strategies for successful ‘work from home’ policies

5 strategies for successful ‘work from home’ policies

As Australian businesses implement work from home arrangements as part of their business contingency plans...

Read More

Financial Planning News

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

Building a more secure and resilient Australia

Building a more secure and resilient Australia

 In this Budget, the Government is taking decisive action to build our economic resilience to deal with...

Read More

Federal Budget 2021 - Health

Federal Budget 2021 - Health

 While there are many aspects of our life covered in this year's Budget the following focuses on the...

Read More

Asset allocations still hold the key

Asset allocations still hold the key

 Purchasing a home or investment property based on short-term market trends can dramatically alter asset...

Read More

Why Australian households are getting richer

Why Australian households are getting richer

 Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset...

Read More

Dealing with compliance complexities impacting overseas SMSF property

Dealing with compliance complexities impacting overseas SMSF property

 Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a...

Read More

SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

 While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be...

Read More

SMSF Association clarifies NALI issues around pension phase assets

SMSF Association clarifies NALI issues around pension phase assets

 The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and...

Read More

5 strategies for successful ‘work from home’ policies

5 strategies for successful ‘work from home’ policies

 As Australian businesses implement work from home arrangements as part of their business contingency plans...

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.