Business Details
24 Years
experience
Your Trusted Partner for Accounting and Financial Solutions
Monash Tax has been delivering integrated accounting, tax, and financial planning services since 2002. Our team of qualified professionals specializes in tailoring strategies to align with individual and business client needs, combining technical expertise with a client-centric approach. With over four decades of collective experience, we focus on strategic tax planning, SMSF management, and mortgage services, ensuring compliance while optimizing financial outcomes.Our commitment to personalized service, ongoing education, and holistic wealth creation has earned us a reputation for reliability and excellence. We prioritize transparency, proactive communication, and long-term partnerships, empowering clients to achieve financial security and growth through customized solutions.
Services
Accounting and Tax
SMSF
Financial Planning
Loan and Mortgage
Business Advisory
IT Consulting
Medical Tax Services
Construction Advisory
Cleaning Company Services
Details
- Year established: 2002
Highlights and features
- We offer over 40 years of combined experience in accounting and financial planning.
- Our team consists of qualified Chartered Accountants and financial planners.
- We provide tailored solutions to meet individual client needs.
- We offer a comprehensive range of services including tax, accounting, SMSF, and loans under one roof.
- We prioritize client satisfaction with personalized service and regular communication.
Associations and certifications
- Australian Credit Licence 389328
What people say
Great savings
Excellent services
Brilliant guidance
Happy with the strategy
Services
Accounting and Tax
Monash Tax provides comprehensive accounting and tax compliance services tailored to individuals and businesses. Our experts ensure adherence to Australian tax laws while optimizing savings through strategic planning. Services include income tax returns, GST/BAS preparation, business structuring, and audit support, delivered with a focus on minimizing liabilities and maximizing after-tax cash flow.
SMSF
We specialize in Self-Managed Superannuation Fund (SMSF) establishment, administration, and compliance. Our services include fund setup, annual audits, tax returns, and investment strategy advice. By leveraging tax benefits and tailored strategies, we help clients secure retirement goals while maintaining regulatory compliance and asset protection.
Financial Planning
Our financial planning services focus on holistic wealth creation and management. We develop personalized strategies for asset growth, tax efficiency, and retirement planning. With expertise in investment analysis, risk management, and estate planning, we guide clients toward long-term financial security and generational wealth transfer.
Loan and Mortgage
Monash Tax offers mortgage broking services with access to over 60 lenders. We provide tailored home loan solutions, including refinancing and investment property financing. Our approach prioritizes competitive rates, flexible terms, and strategic debt management to support clients' financial growth and homeownership goals.
Business Advisory
We deliver strategic business advisory services to enhance profitability and operational efficiency. Our expertise includes cash flow forecasting, cost analysis, succession planning, and market benchmarking. By aligning financial strategies with business objectives, we help owners navigate growth challenges and achieve sustainable success.
People
Sudarshan Gupta
Principal
Chartered Accountant since 1976, financial planner, and mortgage broker with 40+ years of global experience. Author of GST law publications and former IPA representative to the ATO.
Shweta Gupta
Financial Planner
CPA and financial planning expert with 16+ years of experience in mortgage broking and accounting. Specializes in tailored wealth creation strategies for individuals and businesses.
Kiran Gupta
Tax Consultant
Experienced accounting and tax consultant with expertise in compliance, business structuring, and strategic tax planning for small to medium enterprises.
Questions
What accounting services does Monash Tax offer?
We provide tax returns, GST/BAS, business structuring, SMSF administration, and compliance services tailored to individual and business needs.
How can SMSF services benefit my retirement planning?
Our SMSF solutions offer tax advantages, asset control, and personalized investment strategies to secure your retirement while ensuring regulatory compliance.
Do you offer financial planning for business owners?
Yes, we combine business and personal financial planning to optimize wealth, reduce tax liabilities, and create sustainable growth strategies for entrepreneurs.
What loan options are available through Monash Tax?
We access 60+ lenders to provide competitive home loans, investment property financing, and refinancing solutions tailored to your financial goals.
How do you handle client complaints?
We resolve concerns promptly via phone, email, or mail. Unresolved issues are escalated to the Credit and Investments Ombudsman within 45 days.
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