27 Grange Road, Cheltenham, Victoria, Australia, 3192

Assisting Clients to Prosper

Business & Tax Planning

Its never too late, or too early to make a plan


Have you got a plan?

A catchphrase we use in our office is "No Surprises"

With this in mind we would like to have a meeting with you before Year End. On this occasion we will spend some time discussing ideas that you may need to implement by the year end to maximize your position.

7 Reasons why you must talk to us right away:

No Surprises - Determine your likely Profit and Taxation position before the year end. Determine how to better manage the end result; while there is still time to do this and all options are still legitimately available.

Ensure you don't miss critical deadlines - For example, if Superannuation is to be a part of your strategy, then any tax planning for this year needs to be completed and implemented well before the end of year.

Maximise your claims - Review whether there are any purchases or programs that will maximise your legitimate claims.

Review your current year performance - Identify strategies to bring home your results and maximise your business position. Furthermore we ensure we set you up for a great new financial year.

Get you up to date - Review the latest technologies and opportunities available to you. Make you aware of opportunities to improve productivity, reduce costs and improve effectiveness.

Maximise your investment returns - Review current investment strategies and discuss future opportunities. Remember luck is when preparedness meets opportunity and opportunities are all around us.

Tax advantaged strategies only the rich seem to know about - What else should you be considering?







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Comments from our clients

  • "Hi Ross, I just thought that I should tell you that Monty has been helping me with a problem I had with Gracott over the past few months. In this time, his help has been well above what would normally be considered normal for an accountant's role. I have been very grateful for his assistance. …… I thought I should pass this on to you personally."
    - Jill Miglietti, Bervic Engineering Co Pty Ltd
  • "Thanks for the business valuation I am very happy as was my Solicitor with this, the valuation was quite detailed and you went into great detail showing the different methods used in calculating the value also supplying figures to substantiate your calculations. Great work thanks."
    - Jon Everitt, Signarama Moorabbin
  • "It is refreshing to see that your understanding of property transactions and your proactive approach goes much further in depth compared to an average accountancy practice. My recommendation to our clients to seek your expert advice would be without hesitation and encouraged!"
    - Michael Libman, Director (Licensed Estate Agent) Property Choice Pty Ltd
  • "The Planning Session: The process was very good in assisting us to clarify our personal and business goals and objectives. In our case, with each of us running separate businesses, it was particularly helpful in highlighting the directions we were both heading, and where simplification could be applied to create more efficient management..."
    - Kevin Ezard Aquarian Developments (Aust) Pty Ltd - Marketing and Consulting
  • "Many thanks for your work this year. A friendly and efficient company. Our contact with you over the many years of our association has been a pleasure and we look forward to continuing this in the future."
    - Linda and Ray Eades - Carpentry Business and Super Fund
  • "Thank you very much for your help to me and Damian recently. The matter discussed has now been concluded. We feel very fortunate to have you not only as our account but also as our trusted friend."
    - Veronique Moloney – Long standing client

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