9am to 5pm, Mon - Friday +61 03 9597 9966
Info@gartlyadvisory.com.au
Number #1 Accountant
in Ormond, Melbourne
Registered Tax Agent
20 years + helping business and personal taxes
Trusted By
Small Business
Help is a click away

About Us

providing the solutions and expertise you need to help run your business

Trust Worthy

20 Years of trust and respect built up amongst our clients and the community.

Experienced

20 Years of being in Business with professional mentoring and past Business Experience.

Professional

We take Professional approach to your business and work. A high standard of quality is our promise!

Business advisers helping business and their owners

Welcome - we are here to help you Our advice is based around helping you succeed and your business growth . To do this you will need timely reporting and essential advice to act on now. We can provide this advice to keep your business dreams alive and assist you to move forward with new ideas and direction to grow your business. Saving tax, staying compliant with ongoing changing tax laws and business growth are all areas where we can help you. We distinguish ourselves from other accountants and business coaches by ensuring that we offer you a high level of personal service and help our clients to turn challenges into opportunities. We provide practical advice to you "beyond the numbers"! The success of our long lasting client relationships is based on a combination of shared goals, integrity and trust. Let us help you in your journey towards business success and wealth. While we do tax returns and compliance, we also do a lot more and we have a passion to assist you in making your business shine, increase your personal wealth and plan your future.

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

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.

Mission

Through expert knowledge, we provide Taxation, business planning and innovation to our Business and person clients. We aim to be a leading Accountants and support the small business community in Australia

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, Honesty ,Respect & Courage

Our business has been operating since the year 2000. 
We have integrity and support our clients to meet their tax obligations and respect the Taxation laws of Australia.

We conduct our business with integrity and at all times operate under our various licenses mainly being Chartered Accountants Australia,  Australian Tax Agents Board and ASIC as holding a limited license as an SMSF Adviser

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Years in the Business

20 Years of professional Business experience, we know what we’re doing!

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Happy Clients

With over 500 clients happy with our services, will you be our next happy client?

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Professional Team Members

6 Diverse professional team members from all walks of life ready to help you with your Business needs!

Business and Accounting help

Our practice focus is on practical, timely and professional accounting and business advice to enable our clients to grow their business and increase personal wealth.  We work with you as a small business owner to achieve amazing results. Whether it’s helping establish a new business, advising the best way to improve profit or negotiating with the ATO on your behalf, we are up to the task. Geoff and his team understand small business. We get what drives business.

 

We work with a diverse range of business ranging from builders and property developers to IT and e-businesses, tradespeople, medical professionals, retailers, tourism and hospitality venues, manufacturing businesses, and more. Our clients are small to medium businesses, some starting out others looking to grow.

Clients’ Testimonials

  • “GREAT BUSINESS ADVICE! I have been associated with Gartly Advisory for the last 18 years of my business life. Geoff has been invaluable to our decision making going forward as well as great tax advice along the way. I have no hesitation in recommending Gartly Advisory for all your accounting needs.”

    Trevor Johnston
  • “Gartly Advisory has looked after my tax returns for the past 10 years. I have found them to be very diligent and professional in their work. Geoff and Vicki are very caring people and work to meet your individual needs. They provide prompt advice and services and I highly recommend their business.”

    Corrine Young
  • “We have been with Gartly Advisory for a couple of years now and are extremely happy with the service. Geoff’s approach is always encouraging and supportive, and we find his advice invaluable. We have had conservative accountants in the past and Geoff is the opposite. He is always open to our future plans and helps us crunch the numbers to assess viability. Geoff and the staff at Gartly Advisory are great.”

    Illana B
JOIN US

Our Clients Are Like Family

Join the Gartly Advisory Family today! Become one of our Valued customers and let us take care of all your Accounting and Business needs. Let us join the dots in starting your Business!

Tax Services
Business Services
SMSF Help

We know that tax time is probably not your favourite time of the year! We want to make it as quick and pain-free as possible for you. We can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.

We work with our clients to design service strategies that suit our clients’ needs and budgets. Before we begin working with you, we take the time to learn about you and your business.  We provide trusted advice in a timely and professional manner. Once we’re working with you, we provide regular reports and meet at agreed intervals.  We’re always ready to explain any part of the data we present if it’s not quite clear to you, or isn’t exactly what you need.

 

We use our Gartly PROFITCHECK  reporting system to provide more than just a set of Financials. Our system looks at KPIs and ratios, highlighting the good, the bad – and the opportunities to grow your business.

We can meet with you monthly, quarterly or when you feel you need help. Many clients benefit from regular meets as we work together to identify the profit trends in your business.

Geoff Gartly is a Chartered Accountant licensed under Merit Wealth to advise you on SMSF setup in Melbourne and we can guide you through the steps to take to make this happen. Once your new SMSF is established, you take control and invest in arrange of investment opportunities such as:

 

  • Cash and Bank term deposits
  • Listed shares and equities,
  • Unit trusts/managed funds and Property

Small Businesses can also take advantage of purchasing their Business Real Property within the SMSF, which can be rented from the SMSF to your business. We can advise you to determine if this is the appropriate strategy for your fund and to ensure any structure and borrowing meets the ATO rules.

At Gartly Advisory, we complete all the yearly accounting needs and auditing and lodge the annual Fund Taxation Return for you. This is necessary to comply with superannuation and ATO law. Geoff Gartly Chartered Accountant has extensive SMSF knowledge and can assist you in using your SMSF correctly.

With new laws for SMSF, Trustees face hefty penalties from the ATO if  SMSF breaches are made, so getting it right is paramount.

When it comes to retirement, we can also assist you to understand when to take a lump sum, transition retirement strategy or an aged pension within your Fund.  In doing so we can ensure that your Deed complies with the current pension rules and also help with the necessary documentation that is required to implement the pension.

11Tax Agent Geoff Gartly
Geoff Gartly

Managing Director – Chartered Accountant

Geoff is a qualified Chartered Accountant with 30 years of professional tax and business advisory experience.

A passion for business , SMSF and strategy to help others improve wealth. 

A Certified Business Value Builder Adviser and a Licensed Accountant Adviser in SMSF .

He excels in helping clients with practical business planning advice, driving innovation, growth and change. He has run his own practice, Gartly Advisory for more than 20 years!

11Vicki Gartly
Vicki Gartly

Founding Owner

The practice is very fortunate to have the services of Vicki Gartly to manage the fine details of practice administration.

Vicki is a local Kilvington girl, and before taking on leadership responsibilities at Gartly’s, she built a successful career in Channel 9 Television, where she held a creative role.

The meticulous attention to detail required in pre and post-production of Channel 9’s shows, commercials, and promotions transfer beautifully to our practice, which is totally committed to providing outstanding care to every detail of our client’s accounting needs.

Vicki specialised in Individual Returns, Returns for deceased Estates, and Capital Gains Tax for equity investments.

11Hong Leap
Hong Lian Yeap CPA

Senior Accountant

When it comes to Tax and accounting clients love Hong.

When it comes to Tax and accounting detail, Hong’s experience and zest to learn to lead the way through the jungle of tax law and legislation.

With over 30 years of experience working with small businesses and dealing with Australian Taxation law and GST she understands the issues that clients face.

View our Full Team Profiles!

View All of Our team Profiles!