CALL NOW 03 9848 5933

Business Tax Advice

When you work with our team, you’re securing your future by maximising the potential of your business from a tax perspective. Ensure your business is always successful.

Maximise Your Tax Return

When completing your tax return, we’ll work alongside you to identify what allowances you’re eligible for to maximise your return. Individual, business, company, superannuation and trust tax returns are among the many tax services we provide

Grow Your Super

Work with our experienced team. We take pride in developing and monitoring your Superannuation strategy to allow you to move from your present situation and towards your future goals.

Wealth Health Check

It’s those decisions and actions in relation to your finances that can make all the difference when you fast-forward a decade or two. We take the uncertainty out of your future by helping you plan ahead.

david-testimonial

This is a typed and signed testimonial from one of our clients in Blackburn Victoria. His name is David and we have removed his address and surname for privacy.

Roy A. McDonald has been preparing the tax returns of my wife, my self-managed superannuation fund and myself since 2005, as well as giving us general tax advice.  At all times the service has been very professional and knowledgeable and he has always been fully on top of the frequent changes in superannuation and tax legislation.  Margaret  has also been a great help to us as back-up. In addition Mark  has assisted us from time to time on the financial planning side of the business. We have no hesitation in recommending this firm.

Regards,

Richard

We were recommended by our friend to the accounting service provided by Roy A McDonald & Company three years ago. Since then, we have been very impressed by their professionalism, friendliness and efficiency. We shall continue to utilise their great service and will have no hesitation in recommending them to family and friends.

 

Sincerely,

Grace & Anthony

 

We have utilized the accounting and advisory services of Roy A McDonald since 1991 & continue to do so.

We continue to be impressed by the high standard of professional service we receive.  Margaret on reception is always friendly and efficient.  Trevor has been extremely competent in dealing with our varied taxation situations and for some years that extended to other family members with their small business.  From time to time Mark has provided valuable guidance and advice on a range of financial matters.

We remain very satisfied clients.

Barry & Maxine

 

We have found the service at Roy A. McDonald to be prompt and friendly. If a problem does arise it is quickly resolved. We have been a satisfied client for 25 years.

Bill and Janet Fox

Mark Felton of Lindale Insurances Pty Ltd has been my financial adviser for the last 14 years. As a self funded retiree I could not have had any better help in setting up my estate for the future.

I find the personal attention and availability from Mark Felton exceptional under all circumstances.

I would strongly recommend my friends and acquaintances to consider his services.

Alex

Three years ago I was introduced to Mark Felton of Lindale Insurances Pty Ltd, and he has been looking after my financial interests since.

His company have been able to provide me with worry free solution to the management of my finances.

I have confidence in Mark Felton’s ability to look after my interests. He is always patient and available.

I would recommend anyone who is near retirement, entering the superannuation stage, or just requiring financial advice, to discuss their preferences with Mark Felton

Betina

After more than a decade Roy A. McDonald had been keeping my finance’s in tip top shape – I moved out of the area and had another accountant do my finance’s One realises just how good Roy A. McDonald when the other account fails to deliver what Roy A. McDonald does every day. I am very fortunate to be back with Roy A. McDonald even if I need to travel further, but their service is beyond measure.

Hendrik – Minus VIII.pty.

We have been clients of Roy A McDonald since 1978, utilizing their services of taxation accounting & financial management.  We were referred to them by a life insurance agent who noticed that we had fallen into the hands of some very average accountancy.

Roy moved quickly to set up the appropriate structures that would put us on a new path of recovery from the past, & progress for the future.

At times, some of the calls seemed tough, but looking back, we now fully appreciate the wisdom of their advice as we enjoy the benefits thereof.

Roy & his team took care of an area that was completely outside of out skill-sets, & guided us over the years with diligence, professionalism & close personal attention.

Regards,

Graeme & Elizabeth

Roy McDonald and his team started looking after our tax affairs thirty years ago after being recommended by a work colleague. Needless to say things have changed a bit since then. My wife Sue has retired and I have moved from being an employee to contracting within a partnership registered for GST, back to employment and now I am semi-retired with part time work as a contractor. Twenty years ago we rolled our various funds into a managed super fund set up as a company.

Through all these changes, Roy and his staff have managed all our finances under the one roof. Tax, BAS, partnership set up, financial planning, managed super fund, the lot. We have great confidence in the accountant who handles the tax affairs and Mark who looks after the financial planning and super fund management. They work together to optimise our affairs and make sure that there are no surprises come tax time. Thanks to Roy and his team we are now looking forward to living comfortably in retirement. We highly recommend them.

Kind regards,
Kim and Sue

Accountants & Financial Planners

Knowledge is power: Change your financial future.

Accounting

Do you find yourself sleeping uneasily at night because you know your accounting/taxes aren’t in order? During a complimentary session with one of our experienced accountants, we’ll investigate whether we can save you money in terms of tax and determine if you’re maximising any benefits on offer.

Working with your last two tax returns, our accountants will identify opportunities, and as a result, potentially save you money. Now that’s a win-win!

Financial Planning

It is necessary to consider and plan out your financial future. Allow us to do the thinking for you. We’ll develop effective strategies with you to meet your goals by looking into key areas, including protection, wealth creation and retirement planning.

Working with you and creating a clear picture of your current situation and goals, we can provide you the tools you need to get ahead in life.

Delay no longer, book now.

Strategic Advice & Peace of Mind Since 1965

Roy A. McDonald- Start planning your tomorrow, today

We have the flexibility to assist most small business owners take their business to the next level.

Since 1965, we’ve been working with a diverse set of clientele to reward people with a gift that is priceless in our books: peace of mind. We pride ourselves on what we do, and we’re committed to providing you with complete and consolidated advice that is tailored to you, and beneficial to both you and your loved ones. We’re renowned for putting our clients first, and adhere to a high set of service standards.

We provide you with sound advice and the strategies we know can take you to the next level, so that you’re maximising your wealth and finances. Additionally, we offer a number of services such as taxation planning that goes hand-in-hand with other recommended strategies, and will guide you to ensure you’re maximising your income while minimising your tax. Our team has a wealth of experience and offers diverse knowledge that extends across numerous specialties. You can also sleep easy knowing we monitor and manage your personal circumstances, investments, risk profile, strategies, and will advise you if you’re eligible for any government benefits.

Most importantly, we care about you and your needs, and with over 50 years’ worth of experience, you can trust that you’re in safe hands. Our team puts your financial success first, and our fee for service structure allows us to cater for your needs. Working alongside us, you’ll have peace of mind knowing your goals can be achieved.

Lindale Insurances- Leading You On The Path To Success.

When it comes to providing the best possible financial planning, experience matters.

We started our business back in 1965 and have been honing our expertise ever since – nurturing important professional alliances along the way.

Whether you’re a sole trader, service industry professional, tradie, IT specialist or other highly-skilled professional, you deserve quality financial planning – the peace of mind that the money you have worked hard for, is working for you.

For over five decades, our trusted team of financial planners has built up experience in a variety of areas including superannuation and retirement planning. It’s all about giving you the best possible outcome – maximising your result and minimising your stress.

We have a depth of experience dealing with the most positive life events, including having a baby, getting married and buying a home. We find our knowledge of the laws and regulations can ensure a great outcome for clients having positive life changes

For any clients going through life changes – major or minor, we can empathise with you. If you are going through a divorce or separation, downsizing or redundancy or need to sell your business, we can assist you. Besides our knowledge and experience, we can be a sounding board to assist you come out of a challenge in a positive manner.