Business Details
27 Years
experience
Your Trusted Accounting Partner in Melbourne
Gartly & Advisory has been serving small to medium businesses and high-wealth clients for over 25 years, combining decades of hands-on experience with a strategic, client-focused approach. Our team of Chartered Accountants, registered tax agents, and business advisers delivers tailored solutions in taxation, SMSF administration, estate planning, and business growth strategies. With a reputation built on trust, integrity, and practical expertise, we prioritise understanding our clients' unique needs to provide actionable advice beyond mere compliance. Our proactive support spans from startup structuring to exit planning, ensuring businesses navigate challenges and seize opportunities with confidence.Backed by 70+ 5-star reviews and a commitment to ongoing education, we remain at the forefront of evolving tax laws and industry trends. Our local presence in Ormond, Melbourne, extends to national clients, offering a partnership-driven model that values long-term relationships over transactional interactions. By integrating technology and personalised service, we empower clients to focus on growth while we handle the complexities of financial and business strategy.
Services
Taxation Services
SMSF Administration
Estate Planning
Franchise Accounting
Business Dispute Resolution
Property Accounting
Small Business Advisory
Details
- Year established: 1999
Highlights and features
- 25+ years of experience advising small to medium businesses
- Proactive tax planning and compliance expertise
- Integrated SMSF administration and audit coordination
- Personalised business exit and succession strategies
- Local knowledge with national service capability
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Certified Business Valuebuilder Advisor
- SMSF Specialist Accreditation
What people say
Exceptional tax optimisation
Responsive support
Strategic business guidance
25 years expertise
Proactive compliance
Services
Taxation Services
Comprehensive tax advisory covering GST, income tax, capital gains, and payroll obligations. Our team ensures timely compliance while identifying legitimate deductions and structuring strategies to minimise tax liabilities. Specialised expertise in research and development tax incentives and cross-border transactions for manufacturers.
SMSF Administration
End-to-end SMSF services including establishment, annual audits, and compliance reporting. We assist with investment strategy alignment, pension commencement, and integration of property holdings within superannuation structures while maintaining ATO compliance.
Estate Planning
Holistic estate planning addressing asset distribution, tax efficiency, and guardianship arrangements. Our approach coordinates superannuation benefits with wills and powers of attorney to ensure seamless wealth transfer while minimising family disputes and tax exposure.
Franchise Accounting
Specialist accounting for franchise operators covering due diligence, royalty optimisation, and system-specific reporting. We provide cashflow forecasting and exit planning tailored to franchise agreement requirements across retail, hospitality, and service sectors.
Business Advisory
Strategic guidance for business owners including exit planning, acquisition due diligence, and performance benchmarking. Our Valuebuilder system tracks KPIs and identifies profit improvement opportunities through operational and financial analysis.
People
Geoff Gartly
Chartered Accountant & Business Advisor
With over 35 years' experience, Geoff specialises in SMSF structures, business exit planning, and tax strategy. He holds Certified Business Valuebuilder Advisor accreditation and has supported 500+ SMEs across Australia.
Vicki Gartly
Tax Compliance Manager
Managing day-to-day tax operations, Vicki ensures timely lodgments and compliance while mentoring clients on ongoing tax obligations and record-keeping requirements.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, business strategy, SMSF integration, and cashflow management tailored to small enterprises across Melbourne and Australia.
Do you specialise in SMSF administration?
Yes, we offer full SMSF lifecycle support including establishment, annual audits, pension management, and property investment structuring within superannuation.
How can you help with business exit planning?
Our Certified Business Valuebuilder Advisors develop tailored exit strategies covering valuation optimisation, succession planning, and tax-effective transfer structures.
Are you registered tax agents?
Yes, we're registered tax agents with ATO authorisation to lodge all compliance documentation and provide official tax advice.
What areas do you service?
Primarily serving Ormond and Melbourne's southeast, we also support clients nationally through virtual consultations and cloud accounting systems.
How do you handle estate planning?
We coordinate wills, powers of attorney, and superannuation nominations to ensure tax-efficient asset distribution aligned with your personal and family objectives.
Reviews (5)
Gilly Garnham
Oct 23, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Very happy with the services Geoff and his team provide us - proactive, knowlegable, fast response and good results.
Very happy with the services Geoff and his team provide us - proactive, knowlegable, fast response and good results.
Ashlin Woolley
Sep 17, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Husband and I have been with Gartly Advisory for a long time now and they are have always been fast, efficient and easy to communicate with. Highly recommend their service.
Husband and I have been with Gartly Advisory for a long time now and they are have always been fast, efficient and easy to communicate with. Highly recommend their service.
Ashlin Keane
Sep 09, 2021
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Husband and I have been with Gartly Advisory for a long time now and they are have always been fast, efficient and easy to communicate with. Highly recommend their service.
Paree Brar
Aug 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have lodged my tax through Gartly for almost 10 years now, and have found them to be exceptional. My contact, Vicki, is very responsive and I usually get my return in matter of days from sending them the request. I highly Recommend Gartly Advisory to anyone who is out there looking for a good accounting firm. PB
I have lodged my tax through Gartly for almost 10 years now, and have found them to be exceptional. My contact, Vicki, is very responsive and I usually get my return in matter of days from sending them the request. I highly Recommend Gartly Advisory to anyone who is out there looking for a good accounting firm. PB
Sim Pardo
Aug 14, 2021
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We have been with Gartly's for years and they know us and our situation well. They are very personable and look at your finances from a wide angle. Highly recommended for small business.
