SERVICES

Personal Tax

The thought of submitting a tax return every year fills most people with dread. With tax legislation constantly changing and tax returns becoming so complex, it can be overwhelming. But it doesn’t have to be that way.

At Marc Gilbert and Associates, we’re here to make tax time simple. We’re registered tax agents, so we’re perfectly positioned to streamline your tax and help you get the most out of your finances. Every year we provide our clients with a checklist of paperwork to collate, and we do the rest.

Business Tax

Running a business isn’t easy. It’s hard enough to focus on the day-to-day management of what you’re good at, let alone balance the books, manage your BAS and IAS lodgements, complete your annual business income tax return, and comply with your other legislative obligations.

At Marc Gilbert and Associates, we understand that you’d rather spend time working on your business than managing your financial records. And at the same time, we also know that you can’t make effective decisions without accurate, up-to-date and clear records.

Company Tax

Company tax management isn’t simple. Income tax and return filing are extremely detail-oriented, and you need a specialised team with the right expertise to handle the process.

Marc Gilbert and Associates can help. With over 35 years’ experience in preparing and lodging tax returns for companies, we manage the nitty gritty of your tax returns while you focus on strategies and business growth.

Financial Planning

The need for quality financial planning and advice has never been greater. Financial markets are continually evolving, making investing more and more complex. There are now more choices, leaving us overwhelmed. And there is now more risk via a volatile global economy.

With a desire to provide our clients with sound financial planning, we searched for the very best financial planners across Melbourne. Our financial planners specialise in insurance, investment management, retirement planning and superannuation.

Bookkeeping Services

At Pact, we partner with building owners and managers to keep your system running at its best, with customized service agreements designed to meet all your specific equipment and operational needs year-round. We offer a clear approach to service: a customized plan that is tailored to your facility, the particular equipment you own, and your performance and financial goals.

I.T. Services

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

SMSF Services

Millions of Australians have taken the step to control their own superannuation and set up a Self Managed Superannuation Fund. From control over finances and investment decisions through to assets and fees, more and more Australians are taking the plunge.

Self Managed Superannuation Funds also offer the advantage of tax strategies that aren’t available in retail funds, but the downside is that they can be complex. However our SMSF solutions provide you with the services and support you need to really ‘self manage’ your fund.

Business Development

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

Book a
Consultation

Come and visit us at 219 Beach Street in Frankston or simply send us an email anytime.
Address
219 Beach Street
Frankston VIC 3199
Call us
(03) 9776 5100
Email
info@gilbert.com.au
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Call Now: (03) 9776 5100
Marc Gilbert & Associates

For over 30 years we at Marc Gilbert and Associates have made the process of getting tax returns and financial advice easier and more cost effective. We have succeeded in doing this by developing a friendly and professional team of Accountants who go out of their way to assist you.