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Martin Taylor Associates Office

Chartered Accountants and Registered Tax Agents

About Martin Taylor Associates

We are a 100% locally owned and operated Chartered Accounting firm in East Gippsland. We have offices in Bairnsdale and Orbost and visit outlying communities including Bonang, Bendoc, and Delegate on a regular basis. We have a deep connection to the local community and a 23-year history of working with our clients to get the best outcomes for them. While capable of dealing remotely with you via technology, we value face to face connection and collaboration and know that this builds trust and helps achieve great outcomes.

Our team of 4 has a combined 50+ years of experience in working with clients in our community.

Many of our clients have been with us for the entire life of our firm, or their business, testament to the strong and lasting professional relationships we seek to build.

About Us Image

About us

We contribute to the local community through membership of, acting as office holders in, and sponsoring local sporting and community organisations. We provide pro-bono services to local sporting and community clubs.

We have served on hospital, statutory authority, and other boards, school council as well as various committees aimed at improving the well-being of members of our community.

Andrew is treasurer of Riviera Triathlon Club and Ryan recently served as treasurer for the Buchan Football Netball Club.

Expertise

Firm director and founder Andrew Martin CA has nearly 30 years’ experience in public accounting and is committed to continuing professional development and providing up to date advice to clients. Andrew has a network of professional connections which allows the firm to extend its reach and find solutions for our clients.

Contact Us

Meet Our Team

Services

We provide a range of accounting and taxation services to help you navigate your compliance obligations with the Australian Taxation Office (Income and Company Tax, GST, Superannuation and Single Touch Payroll and FBT), ASIC and State Revenue Authorities (Payroll and Land Tax).

We understand and can help with your business software including Intuit QuickBooks, MYOB, and Xero.

We are experts at preparing the Annual Financial Statements and Tax Return for your self-managed superannuation fund as well as arranging the audit and getting an actuarial report as required.

We help the trustees of deceased estates and local legal practices to navigate difficult tax issues that arise on the death of a loved one. We understand the tax issues associated with deceased estates and provide caring and thorough advice to ensure the best outcome for those left behind.

We understand that it is not always possible to visit us at our premises and have learnt that a kitchen table conversation at the farm or at your business premises can provide us with valuable insight into who you are, how your farm or business operates and allow us to better advise you.

Our Clients

Our client base is spread throughout East Gippsland and beyond, with a strong focus on Primary Producers. Notably, dairy, beef, sheep, and vegetable producers. We also have a strong trade and tourism focus.

We have strong self-managed superannuation fund capability, providing accounting and taxation services for more than 50 funds.

We value and our clients respect complete confidentiality, and absolute discretion in all our business dealings. These values impact every client interaction and you can rightly always expect this from us.

Getting Started

01

What you can expect from us

Honesty, care, absolute discretion, and confidentiality. An authentic service, not a sales pitch. We understand that you don't always have the best quality internet, we get that not everyone grew up with cloud-based accounting technology (some of us didn't). We work hard to provide solutions that are unique to each client.

02

What we expect from you

We expect our clients to be honest with us about their financial position. We expect our clients to pay our fees in accordance with our credit terms. We are a business, just like you, have overheads, technology costs and wages to cover.

03

Are we right for you?

We have always and will always have a no obligation conversation with people interested in working with us. We don’t call this a free consultation because it’s not. We invest time in it and so do you. If you decide we are not right for you at that time, we both move on. If you think we are, then we formalise the arrangement.

04

Are you right for us?

We don’t accept every engagement that comes our way. Sometimes, we have a conflict of interest that precludes us from doing so. Occasionally, it’s a fundamental misalignment of values that’s obvious at a first meeting. Our long experience has taught us we can’t help everyone. If that’s the case, we’ll usually be happy to refer you to someone else who we think can help.

Which business accounting technology do we support?

We like to regard ourselves as technologically agnostic, we won’t make you adopt a certain software product to become a client of our firm. That said we are strong supporters of QuickBooks from Intuit and find it works well for many of our clients. If you are looking for a QuickBooks subscription, we can help you with this as part of an ongoing relationship. We also work with XERO and MYOB.

Frequently Asked Questions

  • My business is in financial difficulty, can or will you help?

    We have a proud history of helping local businesses manage their way through difficult times. We work with other professionals, including in Business Restructuring and Insolvency to help them turn around or exit the business in the most dignified manner possible. Not every business succeeds. Deciding early on whether to continue and double down, or cut your losses and get out, requires a steady hand and firm resolve from the owner. We’re here to help you make that decision or refer you to someone who can.

  • How do I link my business to a tax or BAS agent?

    You only need to do this when you:

    • engage a new tax or BAS agent, or payroll service provider
    • change the authorisations you give your existing registered agent (for example, they start representing you for a new obligation, such as income tax or a new entity in your group.)

    Your agent cannot complete the process for you. However, they can assist you to understand what you need to do.

    ATO: Client-to-agent linking steps

Latest Accounting News

Resources

Contact Us

Orbost

Andrew Martin CA

Born in Mansfield in the Victorian high country, Andrew started school in Orbost. After graduating from Melbourne University in 1992, Andrew commenced his career with what was then Price Waterhouse (now PWC). Andrew moved to Bairnsdale in 1995 and has lived in East Gippsland ever since. One of the founders of the practice in 2000, the year GST came to Australia, Andrew is married to Michelle, a third generation East Gippsland resident, and proud father of Nelson and Georgia, who attended local schools for their primary and secondary education.

Andrew and Georgia are keen participants in triathlon and multi-sport events, and in 2022 participated as father and daughter in the Age Group Triathlon World Championships in Abu Dahbi. This year, they will participate together in the Multi-Sport World Championships in Townsville.

As the owner and founder of a business in East Gippsland, Andrew understands the local issues that impact on your business. The impact of flood, bush fires, drought, and the vagaries of world commodity prices can be better understood when you are deeply immersed in the local community.

Dealing with banks and the Australian Taxation Office when you live in a rural area is easier to understand when they happen in your back yard.

Ryan Gaul CA

Ryan, a Chartered Accountant, relocated from Essendon to Lakes Entrance in 2020 to be with his wife, Morgan. In Melbourne, Ryan worked under the guidance of accountant and player manager Peter Jess, serving clients that ranged from small to medium-sized businesses, AFL players, entertainers, and athletes.

After his move to Lakes Entrance, he joined Martin Taylor Associates. Since joining the firm Ryan has enjoyed the challenges of the agricultural sector and has worked closely with Andrew to develop his knowledge in this area.

Ryan is actively involved in the local community. He joined the Buchan Football Netball Club as a player and took on the role of Treasurer. He also serves as the Treasurer for the East Gippsland Farm Dog Group. Ryan’s wife Morgan runs her own speech pathology business which services the East Gippsland region.

Jan Roach

Jan has worked in public accounting in Orbost for 40 years and is one of the founders of the practice. Married to Johno (now retired long-term builder), proud mother of Adam, Paul and Nick and proud grandmother to Owen, Tess, Teagan, and Millie.

Having been in business, Jan understands compliance can sometimes be overwhelming, and will help you navigate the right path. Jan has a strong affiliation with our trade and primary producer clients.

Kerry Ellis

Kerry has worked in administration in public accounting and legal practices for nearly 15 years. Kerry understands when you contact us, you need to talk to someone who has or can get an answer to your query. Kerry controls the workflow in our practice and manages our interactions with the ATO, ASIC and the banks. Kerry understands the challenges of providing information to big bank data centres and dealing with Centrelink.

Tax Diary

General Calculators

Accounting Videos

Tax Deductions

Secure File Transfer

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.

General Disclaimer

The material on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained on the website is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs.

Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice.

Privacy Policy

Martin Taylor Associates is committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information.

We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The NPPs govern the way in which we collect, use, disclose, store, secure and dispose of your Personal Information.

A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at https://www.oaic.gov.au/.

What is Personal Information and why do we collect it?

Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect includes names, addresses, email addresses, phone and facsimile numbers.

This Personal Information is obtained in many ways including correspondence, by telephone and facsimile, by email, via our website www.martintaylor.com.au, from your website, from media and publications, from other publicly available sources, from cookies and from third parties. We don't guarantee website links or policy of authorised third parties.

We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients and marketing. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Sensitive Information

Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.

Sensitive information will be used by us only:

Third Parties

Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.

Disclosure of Personal Information

Your Personal Information may be disclosed in a number of circumstances including the following:

Security of Personal Information

Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized access, modification or disclosure.

When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information. However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 7 years.

Access to your Personal Information

You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your Personal Information, please contact us in writing.

Martin Taylor Associates will not charge any fee for your access request, but may charge an administrative fee for providing a copy of your Personal Information.

In order to protect your Personal Information we may require identification from you before releasing the requested information.

Maintaining the Quality of your Personal Information

It is an important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.

Policy Updates

This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries

If you have any queries or complaints about our Privacy Policy please contact us at:

(03) 5152 6213