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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

Employee or independent contractor: What happens when it goes wrong?

Employee or independent contractor: What happens when it goes wrong?

The perennial question has reared its head and it was just a matter of time given the burgeoning gig...

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Single Touch Payroll (STP) reporting irregularities: ATO contacting businesses

Single Touch Payroll (STP) reporting irregularities: ATO contacting businesses

The Australian Taxation Office it is currently emailing STP enabled employers who have either ceased...

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Employee entitlements, ‘wage theft’ and Fair Work: Why it’s time to be proactive

Employee entitlements, ‘wage theft’ and Fair Work: Why it’s time to be proactive

The Press Club. Tokyo Sushi. Ezard. These three restaurants are just a few of the big names widely reported...

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How's Australia really doing - the real figures?

How's Australia really doing - the real figures?

One great source of data about Australia. Become better acquainted with the country we...

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Pension deeming rates cut from 1 July 2019

Pension deeming rates cut from 1 July 2019

The Government has announced that it will lower the social security deeming rate from 1.75% to 1.0% for...

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Audit warning sounded as ATO clamps down on dodgy claims

Audit warning sounded as ATO clamps down on dodgy claims

The Tax Office says it will be scrutinising every tax return lodged this year as it continues its crackdown...

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New ATO data-matching program – overseas movement data and HELP debt

New ATO data-matching program – overseas movement data and HELP debt

The Australian Taxation Office will acquire overseas movement data from the Department of Home Affairs (DHA...

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ATO black economy strike force heads to Brisbane

ATO black economy strike force heads to Brisbane

Up to 400 businesses in inner north Brisbane are set for a visit from ATO officers after a number of...

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Access to more resources and tools than most websites.

Access to more resources and tools than most websites.

We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning...

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Financial Planning News

A positive pension change with a cash rate twist

A positive pension change with a cash rate twist

Later this month around 630,000 Australians currently qualifying for a partial age pension will receive a...

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Shares to remain volatile as trade war heats up

Shares to remain volatile as trade war heats up

Shane Oliver - Investors should expect more sharemarket volatility over the next year as the trade war...

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NALI, LRBA measures pass Parliament

NALI, LRBA measures pass Parliament

The government’s further restrictions to non-arm’s length income and LRBAs have passed Parliament...

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Interest rising in SMSF set-up

Interest rising in SMSF set-up

Interest in setting up an SMSF among those in APRA-regulated super funds is on the increase, while the...

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Choosing your investment strategy

Choosing your investment strategy

Investors are faced with a significant and growing challenge. Stretched government balance sheets and...

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ATO letters indicate a wider SMSF warning

ATO letters indicate a wider SMSF warning

Letters sent by the ATO to nearly 18,000 SMSFs may serve as a warning to a far greater number of funds...

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Australia by the numbers - September 2019

Australia by the numbers - September 2019

One great source of data about Australia. Become better acquainted with the country we love.  An up-to-date...

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ATO opens applications for SG exemption

ATO opens applications for SG exemption

High-income-earning SMSF trustees with multiple employers will be able to apply from mid-October to gain...

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SMSFs attract younger members

SMSFs attract younger members

Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy...

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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.