Business Advice
With our experience, independence and an understanding of your business we will help you develop a competitive edge in the market place.
The Right advice from the right professionals

It's important that every business gets expert advice from someone who really knows their business. We take a very personal interest in your business and your personal affairs.

As a medium-sized business, we know what it means to work closely with you. We encourage clients to contact us when contemplating important decisions to seek our input.

Our business advice and services include:
  • Business structures advice
  • Asset protection advice and planning
  • Acquisition reviews
  • Growth management strategies
  • Business planning and valuations
  • Succession planning
  • Management consulting
  • Strategic planning
  • Estate planning
  • Selling and buying businesses
  • Management buyout's
  • Due diligence review and reporting
  • Management agreements
  • Shareholders/unitholders/partnership agreements
Taxation Advice and Compliance

Our reputation as a leading taxation advisory firm is founded on sound taxation advice.

We take great care to ensure our clients are advised of any new legislation that comes into force and how it may affect them.

We can assist with the following:
  • Preparation and lodgement of all types of income tax returns
  • Income tax advice and planning
  • Goods and services tax ("GST") advice, planning and compliance
  • Capital gains tax advice and planning
  • Stamp duty advice
  • Fringe benefits tax advice, planning and compliance
  • Payroll tax advice and compliance
  • Superannuation guarantee charge advice and compliance
  • Land tax advice
  • International tax advice and planning
  • Pay as you go tax withholding (PAYG)
  • Self managed superannuation funds (SMSF)
  • Single Touch Payroll
We also consult on taxation matters such as:
  • Business structures
  • Disposal and acquisition of assets
  • Retirement planning
  • Salary packaging
  • Negative gearing
  • Small business capital gains tax concessions
  • Estate planning
  • Succession planning
Self-Managed Superannuation Funds (SMSF)

Garcia & Company is aware of the importance of having control over your superannuation and/or retirement benefits. There is an alternative to the traditional superannuation schemes externally managed.

We can assist with the following:
  • Establishment
  • Administration
  • Compliance management
  • Winding up
Corporate Secretarial Services
We take care of regulators requirements.

We will act on your behalf, maintaining and filing the information required by the Australian Securities and Investments Commission (ASIC). Benefit from our full range of services, including using our office as your registered address.

Make the administration of your company simple by engaging us to:
  • Attend to ASIC filing requirements
  • Perform annual reviews
  • Deal with deregistration, dissolutions and reorganisations
  • Conduct company and business name searches
  • Manage minutes/resolutions
  • Maintain company statutory records and registers
  • Purchase of shelf companies
  • Formation of companies, trust and superannuation funds
Accounting Services

Many businesses rely on us for our accounting skills and management experience. While we always ensure that financial reports are suitable for the relevant stakeholders and third parties, our key objective is to present our clients with meaningful and useful financial reports.

We can assist with the following:
  • Statutory accounts
  • Periodic management accounts
  • Variance analysis
  • Budgets and cashflows
  • Product costing
  • Special purpose management reports
  • Payroll Services
Bi-lingual-Spanish/Español

Garcia & Company offers advisory, accounting and taxation services in Spanish to the Spanish speaking community in Melbourne, Australia, also Australia wide and worldwide. In times of need it is important to have access to a Spanish speaking accountant in Australia and also a Spanish speaking registered tax agent in Australia.

Los profesionales de Garcia & Company ofrecen asesoramiento fiscal, contabilidad fiscal y declaraciones de impuesto en Español para todas sus necesidades, tanto corporativas como privadas en Melbourne, Australia.

El mundo empresarial y fiscal es cada vez mas complejo. Nuestros profesionales y asesores cuentan con amplios conocimientos y amplia experiencia.

La cualificacion de nuestros profesionales y nuestras metodologias, así como nuestro firme compromiso con la calidad del servicio, le ayudaran a construir una base solida para el cumplimiento de todas obligaciones y la presentacion de informes, estrategias organizativas sostenibles y protocolos eficaces de gestion de riesgos, ayundado a su negocio alcanzar su maximo potencial.

Tax Agent Services Act 2009 (TASA)

Garcia & Company (tax agent number 56524 004) is a registered tax agent with the Tax Practitioners Board (the TPB). All registered tax agents and registered BAS agents (collectively referred to here as registered tax practitioners) must comply with the requirements of the Tax Agent Services Act 2009. As part of those obligations, we are required to make all current and prospective clients aware of the matters set out below.

Information about the TPB Register

The TPB is responsible for the registration and regulation of tax practitioners to ensure they comply with the requirements of the Tax Agent Services Act 2009.

The TPB maintains a public register that contains details of all tax agents and BAS agents that are currently registered with the TPB, including those whose registration has been suspended. The TPB Register also includes the names of certain unregistered entities and individuals. You can access the TPB Register via the TPB website here.

You can search the TPB Register by entering the tax practitioner’s name or registration number. The TPB website also provides guidance on how to search the TPB Register, which is available here.

Making a complaint to the TPB

If you have any concerns or issues in relation to the tax agent services provided by our firm, please contact our office on (03) 9249 9531. We will work with you to resolve these matters as quickly as possible.

The TPB also has a process for making a complaint about a tax agent service that has been provided by a registered tax practitioner. If you wish to make a complaint to the TPB about the tax agent services that we have provided (or that have been provided by another registered tax practitioner), you can do so via the TPB’s website using its online complaints form, which is available here.

Further information about how to make a complaint to the TPB (including its complaints process) is available here.

General information about rights, responsibilities and obligations

The Tax Agent Services Act 2009 includes the Code of Professional Conduct (the Code) which sets out the professional and ethical standards that registered tax practitioners must comply with. As a registered tax practitioner, our obligations to clients under the Code include, but are not limited to, acting lawfully in their best interests, acting honestly and with integrity, having arrangements in place to manage any conflicts of interest, taking reasonable care to ensure the taxation laws are complied with and providing services in a competent and timely manner. Further information about the Code obligations is available on the TPB website here.

Under the taxation laws, clients also have obligations to their registered tax practitioner including, but not limited to, being truthful with the information they provide, keeping the required records and providing them (if required) on a timely basis, advising of any changes that may impact the tax agent services to be provided and being co-operative with their tax practitioner’s requests and meeting their due dates.

More information about the obligations of clients and registered tax practitioners is available on the TPB website here and a factsheet can be downloaded from here.

Prescribed events within the last five years

Registered tax practitioners are required to advise their clients if any of the following events have occurred within the last five years (but not before 1 July 2022):

  • Their registration was suspended or terminated by the TPB.
  • They were an undischarged bankrupt or went into external administration.
  • They were convicted of a serious taxation offence.
  • They were convicted of an offence involving fraud or dishonesty.
  • They were serving, or were sentenced to, a term of imprisonment in Australia for six months or more.
  • They were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for being a promoter of a tax exploitation scheme.
  • They were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for implementing a scheme that has been promoted on the basis of conformity with a public ruling, private ruling or oral ruling in a way that is materially different from that described in the ruling.
  • They were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for promoting on the basis of conformity with a public ruling, private ruling or oral ruling, a scheme that is materially different from that described in the ruling.
  • The Federal Court has ordered them to pay a pecuniary penalty for contravening a civil penalty provision under the Tax Agent Services Act 2009.

Accordingly, we advise that none of the above events have occurred during the relevant period.

Registration subject to conditions

Registered tax practitioners are required to advise clients of any conditions currently imposed on the registration by the TPB. A ‘condition’ limits the scope of services they can provide. We advise that there are no conditions currently imposed by the TPB on the firm’s registration.