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We are Accountants & Financial Planners based in Melbournes Eastern suburbs

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 our Financial Planners 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.

Knowledge is power: Change your financial future     Delay no longer, Book Now

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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

We work alongside you to identify your eligible allowances to maximise your tax return. Individual, business, company, trust tax returns and superannuation are among the many tax services we provide.

Grow Your Super

Work with our experienced team. We will 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.

Testimonials

What our Clients are saying about us

I am a new client this year to Roy A Mc Donald and have been so impressed with their friendly, knowledgeable guidance in assisting me with both my Company and Personal Tax Return. Trevor was always available to answer my many questions and very thorough with his Company report to me. Thank you heaps!

Linda Shannon

It is with confidence that we can recommend the business of Roy A McDonald to any prospective clients. We have been dealing with this business for over 25 years. We have received practical and solid advice regarding our business partnership (running a farm), taxation options & personal financial situations.

The staff are very pleasant, professional & friendly & create an atmosphere of trust.

Dennis & Heather Barnes

I am very impressed with the friendly, efficient service. I find the accountant is very knowledgeable. He has prepared my tax return for the last 6 years with excellent results & on this basis, I have no hesitation but to continue to utilise the services of Roy A McDonald.

Margaret Fisher

I am writing this testimonial on behalf of Roy A McDonald as they have been my taxation agents for 28 years & I have found them to be always diligent & working toward my best interests.  Trevor & Margaret are efficient, competent & friendly, & always make me feel like a valued customer. They take a personal interest in my life and try to advise me of any financial matters which may be relevant.  I hold them in high regard as taxation agents & wish them all the best in the future years.

Andrew Quigg

Brad has been a client of Lindale Insurances for over 3 years. He explains the differences between Lindale Insurances and his experiences with other financial planners.

Grant has been long standing client of Lindale Insurances for the past 3 years and provides details of why you should use us too

Dave has been a client of ours for a number of years now. Dave describes his experience using Roy A McDonald/ Lindale Insurances

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

Strategic Advice & Peace of Mind Since 1965

Accounting – Roy A. McDonald Roy A McDonald Accountants

– Leading you on the path to success

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.

Financial Planning – Lindale Insurances  

– Start planning your tomorrow, today

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.

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