Business Details
Trusted Accountants in Albury | Mason Lloyd
Mason Lloyd is a boutique accounting firm based in North Albury, dedicated to simplifying tax and business affairs for clients. With a focus on understanding individual and business goals, we leverage our expertise to deliver tailored financial solutions. Our team prioritises clear communication, responsiveness, and a deep understanding of local business landscapes. We specialise in business advisory services, financial statements, personal tax minimisation, estate planning, and self-managed super funds (SMSF).Our commitment to client-centric service has been recognised through long-standing client relationships spanning nearly two decades. We operate from our new location at 932 Waugh Rd, North Albury, serving clients across Albury Wodonga and surrounding regions.
Services
Business Advisory Services
Financial Statements
Personal Tax Minimisation
Estate Planning
SMSF Management
GST Management
Tax Structuring
Cashflow Forecasting
Business Sale Facilitation
Superannuation Advice
Highlights and features
- We offer over 20 years of local accounting expertise in Albury Wodonga
- Our team provides personalised financial advice tailored to individual circumstances
- We implement cloud-based accounting solutions for improved efficiency
- Our Xero Certified Advisors ensure accurate digital financial management
- We combine technical expertise with genuine understanding of client needs
Associations and certifications
- Xero Certified Advisors
- SMSF Advisers Network
What people say
Knowledge and integrity
Real discussions about business
Timely accurate service
Understand whole life perspective
Not just number crunchers
Services
Business Advisory Services
We provide comprehensive business advisory services covering start-up strategies, growth planning, and exit strategies. Our team helps implement financial processes and tax minimisation strategies tailored to business needs. With expertise in management accounting and cashflow forecasting, we help businesses make informed decisions to improve profitability and long-term sustainability.
Personal Tax Minimisation
Our personal tax services focus on maximising returns while ensuring compliance with ATO regulations. We assist with tax return preparation, investment property deductions, and strategic tax structuring. By understanding individual circumstances, we identify legitimate opportunities to reduce tax liabilities through methods like family trusts and salary packaging arrangements.
Self Managed Super Funds
We offer specialist SMSF advice to help clients gain greater control over their super investments. Our services include fund establishment, compliance management, and investment strategy development. We guide clients through complex super regulations to ensure their retirement plans align with personal goals while maintaining ATO compliance.
Estate Planning
Our estate planning services ensure clients' assets are distributed according to their wishes. We help create comprehensive plans that consider family circumstances, business interests, and tax implications. By combining legal and financial expertise, we develop strategies that protect assets and facilitate smooth wealth transfer to future generations.
Financial Statements
We prepare accurate financial statements and BAS documentation to meet compliance requirements. Our team helps businesses streamline bookkeeping processes and transition to cloud-based accounting systems. By providing clear financial reporting, we enable business owners to make data-driven decisions while ensuring timely ATO submissions.
People
Kerry Lloyd
Director
Kerry Lloyd is a qualified accountant with extensive experience in business advisory and tax planning. As director of Mason Lloyd, he combines technical expertise with practical business advice. Kerry specialises in helping local businesses navigate financial challenges and growth opportunities.
Questions
What accounting services do you offer in Albury?
We provide business advisory services, tax planning, SMSF management, financial statements, estate planning, and compliance solutions for businesses and individuals in Albury Wodonga.
Is an SMSF right for my retirement planning?
We assess your super balance, risk tolerance, and life goals to determine if a self-managed super fund suits your retirement strategy while ensuring ATO compliance.
How can you help with business tax minimisation?
We implement strategies like salary packaging, CGT planning, and business structure optimisation to legally reduce tax liabilities while maintaining compliance.
Do you offer cloud accounting solutions?
Yes, we help businesses transition to Xero cloud accounting systems for improved efficiency in financial management and reporting.
What makes your firm different from other accountants?
We combine technical expertise with personal service, focusing on understanding client needs and providing proactive financial guidance tailored to individual circumstances.
Reviews (2)
Jacqui Nelson
Oct 25, 2017
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If you're looking for an accounting firm that really listens to your business, takes the time to research and prepare their recommendations, and consistent & understandable results, then this is the team for you. Wish there was 6 stars!
Jurgen Lett
Sep 03, 2017
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We, Jrgen Lett and Ursula Genaehr, had only good experiences since we are getting our tax reviewed by Mason Lloyd. We are with Kerry Lloyd and she is wonderful and always helpful.
