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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

ATO - Targeted Areas of Focus 2024-25

ATO - Targeted Areas of Focus 2024-25

Key risk areas the ATO intends to focus on for Private Wealth in...

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6 ways to improve your business plan

6 ways to improve your business plan

All businesses need a business plan, not just new...

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Benchmarks for small business

Benchmarks for small business

One gap when owning and operating a small business is to get a feel for how you are doing compared to your...

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Beware the early lodgment tax trap, CPA Australia warns

Beware the early lodgment tax trap, CPA Australia warns

Rushing to lodge tax returns on time is likely to be one of the “biggest and most common” mistakes made by...

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Tax lawyer flags compliance traps with family trusts

Tax lawyer flags compliance traps with family trusts

Accountants have been warned about family trust issues that can lead to unexpected tax bills for clients, with...

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Superannuation on paid parental leave from 1 July 2025

Superannuation on paid parental leave from 1 July 2025

In March 2024, the government announced its intention to commence paying superannuation on government paid...

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Tax Time Checklists Individuals; Company; Trust; Partnership; and Super Funds

Tax Time Checklists Individuals; Company; Trust; Partnership; and Super Funds

These checklists will help us ensure you don't miss any deductions. Simply print, complete and...

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Comparison of various Animal Weights

Comparison of various Animal Weights

Check out the lightest to heaviest animals in the...

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2025 Tax Planning Guide Part 2

2025 Tax Planning Guide Part 2

From July 1, 2025, the compulsory Super Guarantee Contribution (SGC) rate increases from 11.5 ...

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Financial Planning News

ATO issues guidance on SMSF trustee appointment and compliance

ATO issues guidance on SMSF trustee appointment and compliance

The ATO has issued guidance on what SMSF members need to understand about compliance regarding...

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ASIC to increase audit surveillance in 2025–26

ASIC to increase audit surveillance in 2025–26

The corporate regulator has said it will review an increased number of audit files in the upcoming financial...

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Investment and economic outlook, May 2025

Investment and economic outlook, May 2025

Tariff reprieves, trade deals brighten the economic...

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Legal case has succession planning lessons for SMSF members, advisers: legal expert

Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has...

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Your 30 June superannuation checklist

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost...

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Start-ups to suffer under Div 296

Start-ups to suffer under Div 296

The head of a prominent funds management house has predicted the proposed Division 296 tax will significantly...

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New SMSF trustees propel uptake of financial advice

New SMSF trustees propel uptake of financial advice

The $1 trillion superannuation sector still has significant advice...

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Comparison of various Animal Weight

Comparison of various Animal Weight

Check out the lightest to heaviest animals in the...

Read More

$95bn loss predicted to Australian economy if Div 296 passes: analysis

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of...

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.