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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

Why Might a Lease Dispute Occur?

Why Might a Lease Dispute Occur?

A lease dispute can arise for various reasons during the lease term and even after it...

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2025 Tax Planning Guide Part 1

2025 Tax Planning Guide Part 1

Planning your taxes for the year is...

Read More

$20,000 instant asset write-off

$20,000 instant asset write-off

This is a great scheme for small businesses and runs until the 30 June...

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New Bunnings scam warning

New Bunnings scam warning

ASIC have recently issued the new scam warning regarding Bunnings and issuing of investment...

Read More

The Largest Empires in the World's History

The Largest Empires in the World's History

Check out the Largest Empires in the World's...

Read More

Winners and Losers - Federal Budget 2025-26

Winners and Losers - Federal Budget 2025-26

Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election...

Read More

Building Australia's future and Budget Priorities

Building Australia's future and Budget Priorities

 Building Australia's future and Budget...

Read More

ATO outlines focus areas for SMSF auditor compliance in 2025

ATO outlines focus areas for SMSF auditor compliance in 2025

The ATO has issued guidance on what it will focus on regarding auditor compliance for...

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Financial Planning News

Investment and economic outlook, March 2025

Investment and economic outlook, March 2025

latest forecasts for investment returns and region-by-region economic...

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Advisers should be aware of signs of elder abuse in SMSF structures

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care...

Read More

SMSFs hold record levels of cash and property

SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to AT...

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Trustees warned on early access

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a...

Read More

The Largest Empires in the World's History

The Largest Empires in the World's History

Check out the Largest Empires in the World's...

Read More

Winners and Losers - Federal Budget 2025-26

Winners and Losers - Federal Budget 2025-26

 Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal...

Read More

Building Australia's future and Budget Priorities

Building Australia's future and Budget Priorities

 Building Australia's future and Budget...

Read More

Four SMSF breaches high on the ATO’s radar

Four SMSF breaches high on the ATO’s radar

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the...

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.