Business Details
50+ Years
experience
Your Trusted Accountants in Doncaster
Established in 1965, Roy A McDonald has built a reputation as a trusted accounting and financial planning practice serving Doncaster East and surrounding areas. Our team of Certified Practising Accountants (CPA) and financial planners brings over 80 years of combined experience to deliver tailored solutions for individuals and businesses. We specialise in tax planning, business structuring, and strategic financial advice designed to maximise returns while minimising tax liabilities. Our approach combines comprehensive analysis of clients' financial positions with ongoing reviews to ensure strategies remain aligned with evolving legislation and personal goals.With a focus on transparency and client education, we empower clients to make informed decisions about their financial future. Our services extend to business owners, retirees, and professionals seeking expert guidance on superannuation, estate planning, and risk management. As a long-standing member of the community, we prioritise personal relationships and a deep understanding of local market needs.
Services
Tax Planning
Business Structuring
Financial Planning
Risk Management
Estate Planning
Superannuation Advice
Tax Returns
Bookkeeping Services
Investment Strategies
Details
- Year established: 1965
Highlights and features
- We offer 80+ years combined experience in tax and business development
- Your affairs will be structured in a tax-effective manner
- We provide comprehensive financial evaluations tailored to your objectives
- Our approach delivers tangible improvements to financial well-being
- Client aspirations remain our priority throughout the advisory process
Associations and certifications
- CPA Australia
What people say
Experienced professionals
Personalised financial strategies
Excellent tax outcomes
Long-term client relationships
Comprehensive financial planning
Services
Tax Planning
Our tax planning services help individuals and businesses legally minimise tax liabilities while maximising financial opportunities. We analyse your complete financial position to identify deductions, credits, and strategic opportunities aligned with changing legislation. With over 50 years of local expertise, we provide ongoing advice to ensure your tax strategy evolves with your circumstances and regulatory requirements.
Financial Planning
Comprehensive financial planning services tailored to your life stage and goals. Certified Financial Planners help with retirement strategies, investment decisions, and risk management. We focus on creating tax-efficient solutions that balance wealth creation with asset protection, supported by ongoing reviews to maintain alignment with your evolving needs and market conditions.
Business Structuring
Expert business structuring advice to optimise tax efficiency and asset protection. We help clients establish appropriate business entities considering legal costs, compliance requirements, and operational needs. Our services include company and trust formations, with strategic reviews to ensure structures remain suitable as businesses grow and regulatory environments change.
Estate Planning
Specialised estate planning services to protect your assets and ensure smooth wealth transfer. We help clients create comprehensive plans addressing wills, power of attorney, and succession strategies. Our approach considers tax implications and family dynamics to preserve wealth across generations while complying with current legal requirements.
Risk Management
Tailored risk management solutions to protect individuals and businesses from financial uncertainties. We assess insurance needs for life, disability, and business continuity, ensuring adequate coverage while avoiding unnecessary costs. Our advice considers both personal circumstances and commercial requirements to create balanced protection strategies.
People
Roy A McDonald
Principal Accountant
With over 50 years of experience in the accounting profession, Roy A McDonald established the practice in 1965. He specialises in strategic tax planning and business advisory services, maintaining a strong focus on client relationships and community engagement.
Trevor
Senior Accountant
Trevor brings extensive experience in business taxation and financial planning. He has worked with the firm for over 25 years, providing expert advice to business owners and individuals across various industries.
Cynthia
Accountant
Cynthia specialises in personal taxation and financial compliance. She joined the firm after working with major accounting firms, bringing fresh perspectives while maintaining the practice's traditional values of client service.
Silvia
Office Administrator
Silvia manages client relations and office operations with over 15 years of experience in administrative roles within professional services firms. She serves as the first point of contact for clients.
Mark Felton
Financial Planner
Mark Felton is a certified financial planner with 14 years of experience in retirement planning and investment strategies. He operates as Lindale Insurances Pty Ltd under Fiducian Financial Services, providing integrated financial advice.
Questions
What accounting services do you offer for businesses?
We provide complete business accounting services including tax returns, BAS statements, cashflow planning, and business structuring advice tailored to your specific needs.
How can you help with overdue tax returns?
We specialise in resolving overdue tax returns with over 30,000 lodged since 1965, working with the ATO to maximise refunds and minimise penalties while ensuring full compliance.
What financial planning services are available?
Our FPA-certified planners offer retirement planning, investment strategies, risk management, and estate planning services tailored to your life stage and financial goals.
Do you offer initial consultations?
Yes, we provide complimentary initial consultations to discuss your specific needs and determine how we can best assist with your tax and financial planning requirements.
How do you stay updated with tax law changes?
As CPA-certified accountants, we maintain ongoing professional development to ensure compliance with current legislation and provide accurate, up-to-date advice.
What areas do you service?
Based in Doncaster East, we service clients across Melbourne's Eastern Suburbs including Templestowe, Wonga Park, Nunawading, Donvale, and Eltham.
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Reviews (4)
Peter Blasch
Aug 24, 2020
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I have known Linda from Roy A McDonald for the many years. Linda and the team are highly Professional. They are responsive to the needs of their clients and always go above and beyond in delivering fantastic service. I recommend Linda and the team to anyone looking for an Accounting team in Doncaster. Cheers, Peter from Maverick Mentoring For Business
Linda Kelly
Jul 26, 2019
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I have been with Trevor and the team for the past 2 years.In that time I have found everyone to be friendly,professional in their knowledge of accounting/tax laws and understanding of my life situation transitioning towards semi retirement.Highly recommend!
Mark Cleland
Jan 10, 2019
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I and my clients have used Roy A McDonald's and Mark Felton's services for the last 9 years. If you are looking to financially secure, yours and your family's future. I highly recommend that your contact them
Leila Mahyari
Aug 06, 2018
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First of all I must admit that I didnt read my contract and signed it but to be honest who would think that they charged me an hourly rate for a very simple TFN tax return. I would give them 0 star if it was possible, and would never recommend them to any of my friends.
