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Tax Agent Geoff Gartly

Trust
Worthy .

We are Chartered Accountants

Gartly Advisory is celebrating over 20 years of trust & respect built up amongst our clients and the business community in Ormond and Melbourne.

Our dynamic clients spark our passion and enthusiasm to help them make a difference in what they do!

Experienced

Geoff Gartly,  Chartered Accountant, SMSF specialist, Business Exit Planner and Certified Business Valuebuilder Advisor, has over 35 Years of experience working with large and small businesses in accounting.

Accounting Advisory is where we excel in helping our clients

Geoff works with many small businesses. We love the opportunity to support our clients through diverse business situations and circumstances. We are regarded as a small business accountant.

Accounting Advisory Team

Geoff is well supported by a professional team that loves what they do and embraces the Gartly culture when working with you! Our office is based in Ormond, Melbourne, Victoria. We assist businesses locally and online and provide services to clients throughout Australia both in person and via remotely. 

Small business accoutants

Professional and friendly

Geoff Gartly and his team of experts are here to provide you with the guidance and advice you need to navigate the complex world of business matters. We understand that running a business can be challenging, so we are dedicated to working closely with you and your team to solve problems and help you seize opportunities. Whether you’re a startup or an established company, we are committed to supporting you in growing your dreams.

As accounting advisors, we hold ourselves to the highest standards of professionalism. Our team of small business accountants is based in Ormond, Melbourne, and we take pride in delivering quality services that exceed your expectations. We understand the importance of managing your tax obligations effectively.

Trust and reaching out to help you by being proactive!

At our firm, we believe in building strong relationships with our clients based on trust and integrity. We take the time to understand your unique business needs and tailor our services accordingly. Whether you require accounting advisory, tax help, or assistance with financial planning, we have the expertise to meet your requirements. With our professional approach and personalised attention, you can rest assured that your financial affairs are in good hands.

So why wait? Take advantage of our accounting services today and experience the difference professionalism can make. Let us be your trusted partner on your journey towards success. Contact us now to schedule a consultation and see how we can help you achieve your business goals.

Our Services

Gartly Advisory, a Chartered Accountant, We help Small Businesses in all areas, such as Tax, SMSF Specialist, and Business Planning. Our passion is helping you make a difference in your business and long term wealth objectives!
Business plan

Business Advisory Services

Your business needs support from Accountants that have the business knowledge to help guide you. We help you get the most from your cloud accounting package. We explain things in simple ways so you can act to make the right decisions.

Geoff is a Certified Value Builder Advisor and Exit planner. He is part of a global network that uses a unique and powerful system to help make your business more valuable.

We also encourage our clients to use our Profitcheck reports which is the health check of your business by highlighting trending rations, profit growth and where you need to focus to fix the leaks.

Business is about making a profit to build wealth.  Engage with us to start working on how you can make your business more valuable! 

Follow this link for more details

smsf

SMSF Help

Geoff is an SMSF Specialist Accountant. Geoff is a licensed SMSF Accountant

Take control of your retirement destiny.

Not every Accountant can advise on establishing a SMSF. We can as we hold a limited ASFL licence to specifically advise our clients when it comes to set up, pensions and wind up of an SMSF.

We can help you to decide if an SMSF is right for you. We can help you manage, start or close your Self Managed Superannuation Fund.

A well-structured SMSF will ensure you can accumulate, manage and grow your assets for retirement.  Our clients who conduct their own SMSF enjoy the benefits of a strategic retirement plan strategy and control over their destiny. We strive for an encompassing approach by developing a plan for their SMSF together with their other entities such as Family Trusts and Companies etc.

We are able to advise you on  Rollovers, SMSF Pensions, acquiring property and SMSF borrowing for your Fund

 
tax agent

Taxation Services

We know that tax time is probably not your favourite time of the year!

Gartly advisory helps businesses and high net worth individuals to meet their tax obligations. We are Registered Tax Agents and aim to help you file your taxes in the most pain-free way possible.

We can assist you to navigate the maze of tax forms, requirements, deadlines and constantly changing tax laws. So that you can be aware of the possible financial opportunities available for your circumstances! As registered tax agents we get it right and use our skill and professionalism to help you meet your obligations. 

Taxation areas we can help you include Person Income  Tax, Business and Company tax, GST,  Family Trusts, Capital Gains, SMSF tax and estate planning, including deceased estates 

business plan
GET STARTED

Don't Let the complexities of Your Financials and accounting burden You any longer

At Gartly Advisory we specialise in partnering with small to medium size businesses.

We are Chartered Accountants, Business Advisers, we have earned the reputation of giving advice beyond the numbers.

We are also Accountants licensed to provide advice for the setup and use of a SMSF

Behind what we do is based on business strategy. Geoff is a Certified Exit Planner and Certified Business Value Builder and encourages our business clients to use the global resources Geoff has acquired to help grow and add value to your business.

Our goal is to help you grow your business by interpreting the numbers in a simple way. This will enable you to use those insights to make informed, strategic business decisions.

Saving tax, staying compliant with ongoing changing tax laws, keeping up with technology, business growth decisions – these are just some of the challenges you’re faced with.

We would love to discuss your plans and contact us on 9597 9966 to make a complimentary appointment. We service many local businesses based in Ormond and Melbourne South East suburbs and beyond. Talk to us and let us help you

Find out how we can help you to make your business more valuable

Our business helps clients and small business undertake some amazing things!

At Gartly we look at what we can do to assist our clients to take advantage of opportunities.

As an example, one of our clients was developing a unique suspension product for Australian made conditions. His amazing product is to be used in American vintage cars here in Australia.

By taking an interest in our client we discovered more about his invention. He was amazed and excited when we mentioned that there may be an R & D  grant from the Government to assist him with his work.

With his help, we prepared a comprehensive Research & Development plan together with the necessary registrations, so that our client obtained an R&D Grant exceeding $25,000.

The Grant was an unexpected bonus for our client and it was our interest and proactive approach that made it happen.

As your Accountant and Business Advisor we are here to support you. We can provide you with practical advice that can make a difference in your business when you need it most.

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Client's Testimonials

  • “Having Gartly Advisory led by Geoff Gartly and his wonderful and dedicated staff handling my sometimes complicated tax returns, assures me that I am getting the best possible advice and results to prove it. I have no hesitation whatsoever in recommending the team to all my friends and associates. Keep up the good work. It’s nice to know that Fay and myself are appreciated by the team”

    Alan Schwarz
  • “I could not more highly recommend Gartly Advisory whom I have been using for the last 8 or so years since my previous accountant retired. Geoff, Vicki and the team offer exceptional friendly service at a reasonable price. I am a property investor with 5 properties as well as PAYG income, and their advice and service to me has been invaluable. Couldn’t more highly recommend this wonderful family owned business.”

    Bill Tolson
  • “Everyone who knows me knows my head is always in the clouds. Geoff and his friendly team of professionals do a fantastic job of looking after the parts of my business I don’t make the time for. I cannot recommend them highly enough.”

    Nathan C

Contact Us

Send us an Email or  call us. We welcome you to connect with us and start a conversation around your needs!