Have You Lodged All Prior Tax Returns?

If you haven't lodged a previous year's tax return, it's important to get
up to date as soon as possible to avoid penalty. We can prepare and lodge
prior year tax returns for you, so contact us for advice.

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Consolidating your Super Accounts could be worth your weight in Gold.

But procrastination can cost more than $27,188* over 30 years!

You will also have to work L O N G E R!

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* Assumption example based on annual returns of 8%p.a. reinvested. Jenny has one super fund with a balance of $10,000. George has 5 super funds, each with $2,000.They both pay an annual administration fee of $5 per month for each fund. Over 30 years, Jenny's super balance grows to $93,830 compared to George's balance of just $66,642. No allowances have been made for inflation or taxation. This assumes that the only fees paid by the member are administration fees of $60p.a. and doesn't take into consideration any additional contributions made to any funds.
Save up to 40% on income protection

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Choice and empowerment in retirement are just a phone call away.

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It's time to take action.

Proper business structures and strategic planning are the keystones to business success. Strategic planning benefits your business.

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Are you facing separation or divorce?

We can assist you in planning for change.

Planning your future begins with a phone call

To save you further worry we can help provide you with peace of mind.

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Roy A. McDonald- where strategy and support go hand-in-hand.

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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 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.

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.

Thank you for your help and assistance over some time which has always been excellent and personal.

Thanks very much for your great service again this year.

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.

John has been a client since 1992 and wrote and signed a testimonial about his experience with Roy A McDonald.

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 5 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

A Testimonial regarding the value of going above and beyond

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

Strategic Advice & Peace of Mind Since 1965

Accounting – Roy A. McDonald

– 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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