Managing your tax affairs for your financial future

Tax Return

Tax Return Preparation and Planning services

Tax is an expense that needs planning!

Keeping your business records and personal affairs up to date makes good business sense.

If all your income tax returns and GST returns are lodged correctly, then there is less chance of an ATO audit and importantly you know you have met your tax obligations.

Gartly & Associates are registered Tax Agents and tax accountant experts who can remove the stress you may feel when you suspect you don’t have your business and personal matters under control.

We help you plan ahead and we have been assisting small business for many years planning their financial affairs.  Our process works by engaging with you before the financial year end so that we plan for your tax affairs and result.  We believe we are ahead of the pack in this area by being Proactive Accountants and Tax Agents. This ensures our small business clients maximise the opportunities to plan for the future rather than nasty surprises!

After all, every dollar of income tax you save means more income at your disposal, and every well-planned disposal of assets means a minimal loss to capital gains tax.

Gartly and Associates are registered tax agents with the Australian Taxation Office.

If you ignore your taxes then as they say “you don’t pass go and go straight to jail

Our advisory services are focused towards high-income earners and small business and we provide:

  • Year-round tax advice including forward-planning
  • Determining the most tax effective structure for your business
  • Taking full advantage of tax opportunities and reliefs
  • Management of Capital Gains tax requirements. Assistance in setting up Trusts. companies  and advice on Estate planning for tax
  • Advice on structures and tax matters in relation to property investment
  • Use of Self Managed Superannuation Funds to plan your retirement
  • Assistance with GST compliance and other taxes
  • Electronic lodgement of tax return using Registered Agent with the ATO

Of course we prepare and lodge all types of returns for individuals, trusts companies and self-managed superannuation funds SMSF.

We work with clients in the Greater Melbourne area as well as those in rural Victoria. Please Contact us for your tax needs.

People with clear, written goals, accomplish far more in a shorter period of time than people without them could ever imagine.

Brian Tracy  Motivational Coach and Author of more than 40 books.