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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

State and Federal COVID-19 support --- January - 2022

State and Federal COVID-19 support --- January - 2022

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

Read More

Beware section 99B

Beware section 99B

 Imagine this scenario: George, who lives in Melbourne and is aged 23, gets a call from his grandmother in...

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ATO provides further clarity on DIN process

ATO provides further clarity on DIN process

 The ATO and the SMSF Association have clarified some of the areas of confusion with respect to the...

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Unpaid client invoices placing greater pressure on SMEs

Unpaid client invoices placing greater pressure on SMEs

 The number of SMEs struggling due to late payments is still being felt, according to new...

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10 top global corporations since 1998

10 top global corporations since 1998

 A very interesting, graphical, summary of the monsters of our global economy.  Fascinating...

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Increase in the number of SMSF members

Increase in the number of SMSF members

 On 1 July 2021, the maximum number of allowable members within an SMSF increased from four people to six...

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Single Touch Payroll (STP) – Phase 2

Single Touch Payroll (STP) – Phase 2

 Single Touch Payroll will be expanded from 1st January 2022, with additional...

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ATO reiterates tax system incentives

ATO reiterates tax system incentives

 ATO second commissioner Jeremy Hirschhorn has outlined the Tax Office’s commitment to ensuring a...

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Our 2021 Advent Calendar.

Our 2021 Advent Calendar.

Come back each day and click on the next date for another inspirational quote or poem from some of the...

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Financial Planning News

Our 2021 Advent Calendar.

Our 2021 Advent Calendar.

Come back each day and click on the next date for another inspirational quote or poem from some of the...

Read More

State and Federal COVID-19 support

State and Federal COVID-19 support

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

Read More

Rising life expectancies and retirement

Rising life expectancies and retirement

Average life expectancies in Australia are now at a record high, and while that's a positive, longevity...

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Asian Economies (1960 - 2020)

Asian Economies (1960 - 2020)

 While there is a very rapid escalation with watching and monitoring the economies of Asia, especially China...

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Australians planning to work longer to achieve retirement satisfaction: Fidelity

Australians planning to work longer to achieve retirement satisfaction: Fidelity

More Australians are moving away from the dream of early retirement, with pre-retirees planning to work long...

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The real impact of investment choices

The real impact of investment choices

Alongside uncontrollable factors like market returns, the cumulative impact of all the investment choices you...

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A savings strategy for children's education

A savings strategy for children's education

Having a strategy in place to pay for your childrens school education is essential. Here are a few ways you...

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Inflation expectations hit 7-year high

Inflation expectations hit 7-year high

 Australians are anticipating higher inflation in the coming years, particularly those in regional...

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Why more Millennials are turning to SMSFs

Why more Millennials are turning to SMSFs

The growth trajectory of more Millennial SMSFs is set to continue in the years to come, according to the chief...

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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.