About Gartly Advisory
Accounting Help and Business Advice
20 Years of trust and respect built up amongst our clients and the community.
20 Years of being in Business with professional mentoring and past Business Experience.
We take Professional approach to your business and work. A high standard of quality is our promise!
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
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 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.
Integrity & Communication
Teamwork & Innovation
Learning & Continuous Improvement
Reliability, Respect & Courage
Years in the 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?
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.
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!
Have a Look at some of Our
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.
- 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.
Who We Are
Our Team of Experts
Meet our team of Experts!
Directory - Chartered Accountant
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 clients’ accounting needs.
Hong Lian Yeap CPA
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 20 years of experience working with small businesses and dealing with Australian Taxation law and GST she understands the issues that clients face.
For our full details view our Contact Us Page!