Gartly & Associates

Gartly & Associates is a chartered accountancy and business advisory practice in Ormond, in Melbourne's south-east, whose website now uses the name Gartly Advisory. Led by Geoff Gartly, a chartered accountant with more than 35 years in the profession, it works with clients across Australia.

What Gartly & Associates offers

• Taxation — tax work for individuals and every type of entity.
• Accounting — general accounts and ongoing support, including help with cloud accounting software.
• Small business strategy — advice for start-ups, growing firms and owners planning retirement or a sale.
• Exit and succession planning — preparing a business for sale or family handover, and raising its value.
• Self-managed super funds — setting up, running, rolling over and closing SMSFs, including pensions and property purchases.
• Estate planning — alongside dispute resolution and specialist accounting for franchises, trades and property management.

Who it works with

The practice serves small business owners, individuals, SMSF trustees, franchisees and trade businesses, from start-ups to established companies.

Key facts

• Based in: Ormond, Melbourne, Australia
• Clients: more than 500
• Principal: Geoff Gartly, SMSF specialist, exit planner and Certified Value Builder advisor
• Tools: Profitcheck business health reports