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.