Business Details
24 Years
experience
Professional Accounting & Financial Services Melbourne
Established in 2002, Monash Tax Accounting Services has built a reputation as a trusted partner for accounting, tax, and financial planning solutions. Our team of qualified professionals specialises in delivering tailored strategies that integrate business and personal financial management. We prioritise client relationships, offering holistic services including SMSF administration, loan structuring, and wealth creation plans. With an Australian Financial Services License and Australian Credit Licence, we ensure compliance while maximising savings and investment growth.Our approach combines technical expertise with practical advice, empowering clients to achieve long-term financial security. We serve diverse industries, from medical professionals to construction tradies, adapting our services to unique sector needs. Complimentary educational resources and regular client updates enhance our value proposition. Over 13 years, we've maintained a 5.0 Google rating through consistent delivery of tax-effective solutions and personalised support.
Services
Accounting and Tax
SMSF Services
Financial Planning
Loan Strategy
Business Advisory
Wealth Creation
Tax Compliance
Mortgage Services
Estate Planning
Investment Strategy
Details
- Year established: 2002
Highlights and features
- Tailored financial strategies for individual client needs
- Integrated services covering accounting, tax, and wealth management
- Specialist expertise in SMSF administration and loan structuring
- 13+ years serving Melbourne businesses across diverse industries
- Complimentary educational resources and regular client updates
Associations and certifications
- Australian Financial Services License
- Australian Credit Licence Number 389328
What people say
Exceptional service
Highest quality results
Brilliant guidance
Tax-effective strategies
Timely submissions
Services
Accounting and Tax
We provide comprehensive accounting and tax solutions tailored to business owners and individuals. Our services include tax planning, compliance, business activity statements, and strategic financial reporting. With expertise in Australian tax law, we help clients maximise deductions while maintaining ATO compliance. Our team ensures accurate record-keeping and timely submissions for businesses of all sizes.
SMSF Services
Specialist SMSF administration covering fund establishment, compliance audits, and investment strategy. We assist trustees with tax-effective structures, property investments within super, and estate planning. Our services include annual returns, financial statements, and audit coordination to ensure regulatory compliance while optimising retirement outcomes.
Financial Planning
Holistic financial planning services encompassing wealth creation, protection, and retirement strategies. We develop customised plans integrating tax efficiency, investment management, and risk mitigation. Our advisers hold Australian Financial Services Licences, providing compliant advice on cashflow management, estate planning, and long-term wealth preservation tailored to individual circumstances.
Loan Strategy
Tailored loan solutions for residential and business needs, including investment property financing and SMSF loans. We connect clients with multiple lenders to secure competitive rates while structuring repayments for long-term financial stability. Our credit representatives (ACL 389328) provide strategic advice on debt consolidation and portfolio growth.
Business Advisory
Industry-specific advisory services for business owners across medical, IT, construction, and retail sectors. We offer tax-effective business structures, cashflow analysis, and expansion strategies. Our team assists with compliance requirements, payroll systems, and growth financing to enhance operational efficiency and profitability.
People
Shan Gupta
Principal
With over 13 years leading Monash Tax, Shan Gupta specialises in strategic tax planning and SMSF administration. He oversees client advisory services, ensuring compliance while maximising financial outcomes. His expertise spans business restructuring and mortgage solutions.
Questions
What accounting services do you offer?
We provide tax returns, BAS/IAS preparation, business structuring, payroll services, and compliance advice for businesses and individuals.
How do SMSF services work?
We assist with SMSF establishment, annual audits, investment strategy, and compliance reporting to ensure regulatory adherence and retirement goals.
Do you offer financial planning?
Yes, our licensed advisers provide wealth creation, retirement planning, and estate strategies tailored to your financial circumstances.
What loan options are available?
We offer residential, investment, and SMSF loans with competitive rates through multiple lenders, structured to your repayment capacity.
How to set up a new business?
We assist with ABN registration, tax setup, business structures, and compliance requirements to ensure smooth business establishment.
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Reviews (4)
Anuj Agarwal
May 09, 2021
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Have just used them for my home loan, best team to deal with, with the best result. Would definitely recommend them in the future. Keep up the good work guys, really appreciate your work.
Nesan Naidoo
Feb 10, 2021
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I have been associated with Monash tax for the past 11 years and not only have they exceeded my expectations but as a resultof their advice, I have grown my business more than 7 time. It is their knowledge that I value the most. I have since referred my immediate family, friends and clients to Monash Tax and they have all been very satisfied.
Adrian Cilia
Feb 05, 2021
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Critical:Professionalism,Quality,Responsiveness,Value
Worst most unethical company I have ever dealt with. Still trying to get financial docs form them after 12months. Charges for work never done and holds you for ransome. Do not trust them with your future.
Worst most unethical company I have ever dealt with. Still trying to get financial docs form them after 12months. Charges for work never done and holds you for ransome. Do not trust them with your future.
Julian Fang
Nov 29, 2020
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Thank you so much to the Home Loans team! They did an amazing job getting my first home loan and I am delighted and grateful with their service! They clearly explained the loan process and discussed various options with different lenders. Their personalised guidance and effective communication made my purchase smooth and stress-free! Highly recommended!
