
Andrew McLachlan.CA
-Bachelor Bus(Acctg) Monash 2001
-Bachelor Bus(Computing) Monash 2001
-CA Program 2005
-CA Public Practice cert. 2008
-SMSF Auditor registration 2014
-Dip. Accountants Essential Advice 2016
Mission
I have seen business evolve and change many times over the last 25+ years, although rarely have we seen this many legislation changes & new taxes in such a short period - which have arrived in tightening economic conditions.
I deliver affordable, quality advice to small businesses & SMSF trustees who have become priced out of large firms but still prefer to use an experienced accountant who can offer thorough analysis & does not offshore services. I keep a low cap on the maximum number of clients I service to ensure work is thorough & each client receives adequate consultation.
EOFY is more than completing digital forms....I work with clients before EOFY & beyond in order to ensure we mitigate Div 7A problems, timing dividend payments & super contributions most effectively to attain the lowest average tax rate over multiple years rather than looking solely at one year at a time.
Should you have an SMSF then planning becomes even more crucial whether it be contribution/re-contribution strategies or timing commencement of account based pensions & asset sales. Div296 adds a further tax planning considerations particularly CGT Reset - whilst your balance may not be near $3M today, in the unfortunate instance of a deceased spouse Div296 may enter the equation where death benefit payments are taken in the form of a pension. CGT reset must be elected on the 2027 ITR which means there is limited time in which to analyse the decision...particularly if your 2026 ITR is not lodged on time.
If you hesitate to contact your accountant for advice because you are concerned with your escalating accounting fees, feel free to contact me for a chat!
(Please email beforehand with your contact details).
Experience
Having worked with hundreds of small & medium sized clients we have extensive experience with trusts, companies, partnerships, sole traders & SMSFs.
I began working in public practice whilst completing my Accounting degree at Monash Uni back in 2021, accumulating over 20 years experience with 15 years as the Senior Accountant.
I started my own practice 7 years ago at Kangaroo Point working from my home office & have now settled in Brisbane's beautiful Bayside at Manly West with my young family.
Over the last 10 years our clients have slowly shifted from predominately small businesses to predominately SMSF's in pension phase. SMSFs are a particular interest area of mine so this has been the perfect alignment.
Unfortunately age is starting to catch up with a number of my SMSF clients which has created some openings for new clientele.



