A Cohesive Approach to Your Financial Well-being
Two Expert Teams for all your Accounting & Financial Planning Needs
At Roy A McDonald Pty Ltd, we believe in providing clients with access to a complete financial solution.
While our accounting practice and our financial planning partners at Fiducian Financial Services are separate businesses, our formal partnership allows us to provide you with a trusted referral for all your financial planning needs. This ensures that whether you require expert accounting services from us, or specialist financial advice from Fiducian, you are always in capable hands.
Accounting & Tax
Accounting & Tax Services
As a CPA-certified practice, we provide meticulous, strategic accounting and tax services. Our goal is to ensure you are compliant, informed, and structured for maximum tax efficiency. We are more than just accountants; we are your strategic partners, helping you manage cash flow, structure your affairs effectively, and minimise your tax burden wherever possible.
Our accounting services include:
- Tax Returns
- Tax compliance
- Business
- Accounting Services
- SMSF Setup & Administration
Financial Planning
Financial Planning & Wealth Management
Through our formal partnership with Fiducian Financial Services, we connect you with specialist financial advice to help you achieve your long-term lifestyle goals. From building an investment portfolio to planning for a comfortable retirement, we ensure you have a clear roadmap for the future.
Our financial planning services include:
- Wealth Creation & Management
- Retirement Planning
- Superannuation Strategies
- Estate Planning
- Life & Income Protection Insurance
Superannuation & SMSF
Take control of your retirement savings. Whether you need help with your existing super or want to explore the benefits of a Self-Managed Super Fund, we provide expert guidance every step of the way. Our goal is to demystify superannuation, helping you understand your options and make informed choices to maximise your nest egg for a comfortable and dignified retirement.
- Superannuation Advice
- SMSF Setup & Administration
- Retirement Income Streams
Who We Help
Guidance for Every Stage of
Your Journey
We partner with a diverse range of clients, providing tailored advice to meet their unique needs. We’re here to help you solve your financial challenges and seize new opportunities, no matter how simple or complex your situation may be.
For Individuals & Families
Your personal financial journey is unique. We provide clear, empathetic guidance whether you're a high-income earner with multiple income streams, a family planning for your children's education, or navigating the complexities of an inheritance. We assist with managing property investments, structuring your finances to optimise tax for dual-income households, and creating long-term strategies that provide security and peace of mind through every stage of life.
For Business Owners & Entrepreneurs
From solo tradies and freelancers needing help with their ABN to established SMEs planning for the future, we provide the financial backbone for your business success. We understand the pressures you face because we've helped hundreds of business owners just like you. We can help you set up the right business structure from day one, manage cash flow effectively, navigate your GST and BAS obligations, and implement strategic plans for sustainable, profitable growth.
For Retirees & Pre-Retirees
Navigate your transition to retirement with confidence and clarity. This is a significant life milestone, and our specialists are here to make it a smooth and successful one. We provide expert advice on maximising your superannuation, including strategies like transition-to-retirement and downsizer contributions. We help you structure tax-effective retirement income streams, understand how your plans interact with Centrelink, and create a comprehensive estate plan to ensure your legacy is protected for generations to come.
Why Choose Us Section
The Roy A McDonald Pty Ltd Difference.
Truly Local Knowledge: Established in 1965, we have deep roots in the Doncaster and local community networks. We are proud members of the Manningham Business Network (MBN) and sponsors of the Research Eltham Collegians Cricket Club (RECCC) and the Lower Plenty Football Club.
Decades of Experience
With over 60 years in the industry, our team has the proven expertise to handle all facets of your financial life with competence and care.
A Personalised Approach
A personalised approach is central to our service. We take the time to understand your unique circumstances and tailor our advice to help you achieve your specific goals.
Access to Integrated Advice
Our unique structure and partnership with Fiducian means we can provide you with a trusted referral to specialist financial advisers, ensuring all aspects of your financial life can be handled by experts.
About Us
Our Story is Our
Strength.
Established in 1965, our firm was built on a foundation of trust and community by Roy A. McDonald. Guided by his experience and supported by a dedicated team, we have become a cornerstone for clients navigating their financial lives.
Testimonials
What Clients Say About Us
Take the Next Step Towards Financial Clarity
Whether you need to lodge a tax return, plan for retirement, or grow your business, our team is here to help. Contact us today for a complimentary, no-obligation introductory meeting to see how we can help you achieve your financial goals.
Take the Next Step Towards Financial Clarity
Whether you need to lodge a tax return, plan for retirement, or grow your business, our team is here to help. Contact us today for a complimentary, no-obligation introductory meeting to see how we can help you achieve your financial goals.
We have been dealing with this business for over 25 years. We have received practical and solid advice regarding our business partnership, taxation options & personal financial situations. The staff are very pleasant, professional & friendly & create an atmosphere of trust.
Dennis & Heather B