Gartly Advisory Pty Ltd

WHO WE ARE

Gartly Advisory – Chartered Accountants have been advising business clients and high wealth clients for over 20 years in Ormond.

Our clients enjoy our combined years of business experience from an experienced team of advisers and registered tax agent.

Geoff Gartly, Chartered Accountant, and his professional and enthusiastic team are focused on achieving your business results for you and your business.

Our Vision , Mission & Values

Mission

Through expert knowledge we provide taxation, business planning and innovation to our Business Clients.

We do this with integrity, reliability and efficiency, every day!

Our Vision

Our Vision is to be a leading guide in our Small Business Community.

We will provide an environment that grows both clients and our team in business and life successes.

Our Values

Integrity & Communication

Teamwork & Innovation

Learning & Continuous Improvement

Reliability, Respect & Courage

Services

We aim to assist our clients to grow their wealth and businesses. Our Accounting advice is timely, professional and practical.

We work with our small business clients to plan and guide them to take action in their personal and business world, resulting in amazing outcomes and achieve results.

• Tax Management Services
• Financial Modeling & Profit Performance Management
•  Estate Planning and Strategy

• Budgeting Analysis
• SMSF Administration & establishment
• Accounting Services and ongoing accounting advice
• Retirement Planning, Estate planning and family business structure advice

• ATO Representation for audits and debt
• Entity Selection for your business & investments
• Payroll Services

TAX  & ACCOUNTING SERVICES – ACCOUNTANTS ORMOND MELBOURNE

Personal & Corporate Tax Preparation

• Tax Management & Lodgement Services
• GST & BAS Lodgement
• Capitals Gains Planning & Calculations and planning
• Bookkeeping – Cloud based help and problem solving
• Registered Tax Agent

ATO LODGEMENTS, CLOUD ACCOUNTING, ATO AUDITS

In a Sticky Situation? We Can Help

• ATO Representation, Repayment Plans and ATO Lodgement
• Entity Selection – Let us help you structure the best way forward for your tax and Estate Planning needs.
• Payroll Services – Meet Your STP Obligations
• Tax expense planning and ATO repayment plans

ESTATE PLANNING

Planning Your Future small business and family

• Review Of Assets & Legal Ownership
• Accountants for family businesses
• Exit Planning Of Your Business
• Asset Taxation & Capital Gains Strategy
• Estate Strategy Planning – Documenting your wishes
• Helping you and your family finalise end of life tax obligations

ACCOUNTING MANAGEMENT FOR SMALL BUSINESS

We Keep Everything Organized For You In One Place

• Cloud Accounting – Helping You Setup To Capture And Analyse Your Accounting Data online and timely
• Budgeting Analysis – Cashflow Planning and profit monitoring
• Tax Lodgement , GST & PAYGI Management
• Accounting Services , payroll and sales analysis
•  Systems to make things easier

PROFIT CHECK

We Monitor Business Growth

• A workable business plan and 90 day action plan
• Ongoing KPI monitoring extracted from your data
• Helping you set achievements that Grow your business
• Setting Goals To Get Results
• Plan your succession or business exit

BUSINESS REALESTATE

Buying & Selling Your Business

• Advice About considering a potential Business purchase and how the numbers stack up!
• Working out the right structure to work under in your business
• Valuing the price of your business for purchase or sale
• Planning your business sale