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.
20 Years of professional Business experience, we know what we’re doing!
With over 500 clients happy with our services, will you be our next happy client?
6 Diverse professional team members from all walks of life ready to help you with your Business needs!
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.
“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.”
“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.”
“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.”
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!
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:
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.
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!
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.
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.