Business Details
50+ Years
experience
Trusted Accounting & Financial Planning Services in Doncaster East
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 and Financial Planners combines over 80 years of collective experience to deliver personalized, tax-effective solutions for individuals and businesses. We prioritize client needs through comprehensive evaluations, strategic tax planning, and ongoing financial advice aligned with evolving legislative requirements.Our CPA accreditation underscores our commitment to professional standards, while our integrated approach ensures clients benefit from consolidated advice across accounting, taxation, and financial planning. With a focus on minimizing tax liabilities, maximizing savings, and ensuring compliance, we empower clients to achieve long-term financial prosperity through tailored strategies and transparent communication.
Services
Tax Planning
Business Tax Returns
Financial Health Check
Superannuation Strategy
Business Planning
Estate Planning
Risk Management
Bookkeeping Services
Details
- Year established: 1965
Highlights and features
- Our team has over 80 years combined experience in accounting and financial planning
- We structure your affairs in a tax-effective manner to minimize liabilities
- Comprehensive evaluations identify your unique financial objectives and needs
- Results-oriented approach focused on improving your financial well-being
- Client aspirations remain our priority throughout the advisory process
Associations and certifications
- CPA Australia
- Financial Planning Association of Australia (FPA)
What people say
Excellent service
Knowledgeable team
Highly recommend
Personalized approach
Efficient results
Services
Tax Planning
Our tax planning services help individuals and businesses legally minimize tax liabilities while maximizing savings. We analyze your financial situation to identify deductions, credits, and strategic opportunities aligned with changing legislation. By developing tailored tax-efficient strategies, we ensure compliance while optimizing your financial position throughout the year.
Business Tax Returns
We prepare and lodge business tax returns for companies, partnerships, and trusts while ensuring compliance with ATO requirements. Our team handles GST registrations, BAS statements, and cashflow planning to reduce administrative burdens. We identify eligible deductions and structure your affairs tax-effectively to improve business profitability and regulatory compliance.
Financial Health Check
This complimentary service evaluates your current financial position to identify strengths and areas for improvement. We analyze income, expenses, investments, and risk management strategies to create personalized plans for achieving short and long-term goals. The assessment forms the foundation for strategic financial decision-making and wealth optimization.
Superannuation Strategy
We develop customized superannuation strategies to secure your financial future through SMSF management and retirement planning. Our experts monitor legislative changes to ensure compliance while optimizing contribution strategies and investment structures. We help clients transition from accumulation to pension phases while minimizing tax implications during retirement.
Business Planning
Our business planning services assist startups and established companies with strategic development, financial forecasting, and operational structuring. We provide cashflow analysis, budgeting support, and growth strategies tailored to your industry. By combining accounting expertise with business advisory, we help clients achieve sustainable growth and long-term commercial success.
People
Roy A McDonald
Principal Accountant
With over 60 years of accounting experience, Roy leads our practice in delivering strategic financial solutions. His expertise spans tax planning, business advisory, and financial services, ensuring clients receive comprehensive, compliant advice tailored to their unique needs.
Linda Turner
Accountant
Linda brings passion and dedication to her role, specializing in personalized client service. She focuses on understanding client circumstances to provide practical financial solutions while maintaining attention to detail in tax compliance and advisory matters.
Trevor
Senior Accountant
Trevor has over 25 years of experience assisting businesses and individuals with tax returns and financial planning. Known for his thorough approach, he helps clients navigate complex tax scenarios while maintaining clear communication and professional service standards.
Cynthia
Accountant
Cynthia provides expert tax preparation services with a focus on corporate clients. Her analytical approach ensures accurate lodgements while identifying opportunities to optimize tax outcomes for businesses and their owners.
Mark Felton
Financial Planner
Mark specializes in financial planning services, helping clients achieve retirement goals through strategic investment and risk management advice. His client-centric approach focuses on creating personalized solutions for long-term financial security.
Questions
What accounting services do you offer?
We provide tax returns, business activity statements, bookkeeping, superannuation fund accounting, and strategic tax planning for individuals and businesses.
How can tax planning benefit my business?
Our tax planning identifies legal opportunities to minimize liabilities, improve cashflow, and structure business operations tax-effectively while ensuring compliance.
Do you help with overdue tax returns?
Yes, we assist clients in lodging overdue tax returns and negotiating with the ATO to minimize penalties while ensuring compliance.
What financial planning services are available?
We offer retirement planning, wealth creation, estate planning, risk management, and investment advice tailored to individual circumstances.
How do you handle business startup support?
We assist with business structure selection, GST registration, cashflow forecasting, and developing business plans to support new ventures.
What are your fee structures?
Fees are based on time required for services rendered, with transparent billing and estimates provided prior to engagement commencement.
Videos
