EMAIL

Ph: 0438 780 633
PO Box 406
Wangaratta Vic 3676
 tax@guardianaccounting.com 

Welcome to Guardian Accounting

Our focus is on helping you achieve your business & personal tax financial goals.

Guardian Accounting,  as an independent accountant, believe that our sole focus is on you and your best interests. We are not aligned with any external organisation and our independence empowers us to consider advice and solutions that are appropriate to your situation. One of Guardian Accounting’s core aims is to reduce your business & personal taxation costs and compliance burden so that you can focus on doing what you are good at and achieving your business and personal financial goals.
We do what needs to be done to get the job done for you. 

Services

Personal Tax Solutions

We appreciate that everyone has a unique personal tax situation. Whether you are an account manager with complex issues and significant tax deductions, a wage earner with one job and limited tax deductions, or a student with a part time job but a large HECS debt, we can provide a solution to suit your needs.

Below are some of the services that we offer to assist you with your personal tax situation.

Tax Return

We offer a variety of options to prepare your tax return at your convenience, including phone, email, and mobile consultations; all at very competitive rates. 

Tax Review

Are you sure that you got the best tax refund from your last tax return? We can review up to the previous 2 years tax returns to identify if you have missed out on any deductions, and get you the refund that you are entitled to.

Salary Packaging

Did you know that there are legitimate ways to turn some private expenditure into tax deductible expenditure? This has the potential to save you thousands of dollars in tax! Contact us for more information about how this can be done.

Investors

Please visit our Investor Solutions page for information on how we can help you manage your investment tax matters.

Business Solutions

Are you just starting up? Want to improve your cash-flow? Looking to reduce your tax? Wanting to protect your assets? Want to run your business better? Selling your business? These are just some of the areas that we can assist you with.

We provide a variety of business solutions to suit your current business situation. Please explore these pages to find out what you should be thinking about and how we can help you meet your business needs. We are also business owners, so we appreciate the challenges and opportunities that your business can face.

Business services that we provide:

  • Income tax returns and advice

  • BAS/GST returns and advice

  • Capital Gains Tax advice and planning

  • Fringe Benefits Tax returns and advice

  • Bookkeeping

  • MYOB Consultancy and Sales

  • Tax Planning

  • Cashflow planning

  • Business structures

  • Financial reports

  • Salary Packaging advice

Investor Solutions

We can provide a solution to suit your investment tax situation regardless of whether you own one or more investment properties, a couple of shares or a complete portfolio, own units in managed funds or have any other investments.

Please see below for some of the areas where we can provide assistance.

Investment Property

Tax can be an integral part of maximising the return on your investment property. Are you minimising your tax liabilities and maximising your tax refund?

Depreciation is one area that is of great benefit to property investors. Please use our tax depreciation estimate calculator provided by BMT here:

Shares and Managed Funds

Are you getting the maximum tax benefit from your shares and managed funds?

Tax Planning

Ensure that you maximise your tax refund, or limit your tax bill, by planning your investment operations to your best benefit, before it’s too late!

Investment Structure

Choosing the most effective structure can not only reduce your tax dramatically, but it can protect your investments for the future. It’s essential to get the structure right at the beginning. 

Bookkeeping

Central to making smart investment decisions is to have the relevant information available. Regular bookkeeping will put you in position to make the best decisions about how to invest your money and reduce your tax, ensure that you report your Capital Gains correctly to the ATO, and reduce your annual accounting fees.

Investment Services that we provide:

  • Investment structure

  • Tax planning

  • Income Tax Return

*** Please note that we do not provide investment or personal financial advice, our services are focused on taxation and structuring advice ***
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ABOUT US
Guardian Accounting was established in 2006 in response to demand for practical and effective solutions for small business owners, investors and personal taxpayers. We are based in Wangaratta, Victoria, with regular visits to our interstate clients. Our accountants take the time to travel to see our clients, who are located throughout Australia. Not only is this more convenient for you, it also allows us to get to know you and your business better. We take advantage of current technology to reduce the barriers that distance can impose. Our regular travel and use of technology enables us to serve our clients equally well in all areas of the country.
We believe strongly that personal service is of utmost importance in developing a business relationship. We strive to not only provide you with outstanding service but to ensure that the advice and services that we do provide are practical, effective, and in your best interests.
We are an independent accountant. We regard receiving commissions as a fundamental conflict of interest. Any commissions or other financial incentives that we do receive in relation to our dealings with you are fully rebated to you.
Behind the name Guardian Accounting are the two business owners Ross and Trudi Johnston.

Guardian Accounting is a Registered Tax Agent, Member of the National Tax & Accountants Association and Fellow of the Institute of Public Accountants. You can be assured that our service and advice is of the highest quality and subject to regular review by the Tax Practitioners Board, Institute of Public Accountants and the Australian Taxation Office.

Guardian Accounting Pty Ltd

ACN: 139 023 322

ABN: 61 921 652 869

(Liability limited by a scheme approved under Professional Standards Legislation)
Engagement Terms
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Privacy Policy
Effective date: 12 June 2018
 
About this privacy policy
This document sets out the policy of Guardian Accounting ABN 61 921 652 869 (GA) relating to the privacy of your personal information (Privacy Policy). GA is committed to protecting the privacy of the personal information it collects and receives. GA is bound by the Australian Privacy Principles (APP) contained in the Privacy Act 1988 (Cth).
 
Your Personal Information
GA collects and holds personal information from clients, customers, employees, contractors and other individuals. We collect and hold this information when it is necessary for business purposes.
The main types of information collected and held by GA relates to the contact details and organisation roles of our clients, suppliers and other business contacts. Typically this information includes names, addresses, telephone numbers, email addresses and job titles.
We collect most information directly from individuals when we deal with them. The personal information collected may be provided in forms filled out by individuals, face to face meetings, email messages or telephone conversations.  If you contact us, we may keep a record of that contact.
In the course of providing professional services to our clients, we may also collect sensitive and special categories of personal information. The types of special categories of personal and sensitive information that we may collect includes, but is not limited to, tax file numbers, financial details, credit information, insurance and health records and information regarding racial or ethnic origins.
In some instances it may be necessary to collect personal, sensitive and special categories of information from clients that relates to their employees, members, customers, third parties, their spouse and dependants to provide professional services. In those circumstances we rely on clients to only provide us with information that they have handled in accordance with the Privacy Act, including obtaining any necessary consent for GA to collect, use and disclose that information.
 
How we may use your personal information
The main purposes for which GA collect, hold and use personal information are:
  • To provide you with our professional services;
  • To respond to an individual’s request;
  • To maintain contact with clients;
  • To keep clients and other contacts informed of the services we offer and industry developments or legislative changes that may be of interest to them, and to notify them of service offerings, seminars and other events we may be holding;
  • For general management and reporting purposes such as invoicing and account management;
  • For recruitment purposes;
  • For purposes related to the employment of our personnel and providing internal services to them; and
  • Other purposes related to our business.
GA also uses your personal information to send you information (either by email or post) that you request.  You may elect at any time to no longer receive such information by writing to the Privacy Officer, Guardian Accounting PO Box 406, Wangaratta, Vic, 3676 or by emailing us at admin@guardianaccounting.com.
Alternatively, if we have contacted you by email, you may use the unsubscribe function in that email to notify us that you do not want to receive further marketing or resource information from us by email.
Employee records are generally not subject to the Privacy Act and therefore this Privacy Policy may not apply to the handling of information about employees by GA.
 
Disclosure of personal information
GA does not routinely disclose personal information to other organisations unless:
  • Use or disclosure is permitted by this policy;
  • We believe it is necessary to provide you with a service or product which you have requested;
  • To protect the rights, property or personal safety of any member of the public or a client of GA or the interests of GA;
  • Some or all of the assets or operations of GA may be transferred to another party as part of the sale of some or all of GA business, in which case permission would be sought from all of our clients to pass on any information;
  • You give your consent; or
  • Such disclosure is otherwise required or permitted by law, regulation, rule or professional standard.
GA may also share non-personal, non-identifiable and aggregated information for research or promotional purposes. Except as set out in this policy we do not sell or trade personal information with third parties.
As part of the provision of our services and business operations it may be necessary to allow individuals or organisations outside of GA access to personal information held by us.  This may include, but is not limited to, independent contractors and consultants, off-site security storage providers, information technology providers, event managers, credit managers and debt collecting agencies. We require our service providers to adhere to our privacy guidelines and not to keep, use or disclose personal information we provide to them for any unauthorised purposes.
 
Privacy policy on our website
This Privacy Policy applies to any personal information we collect via our websites including www.guardianaccounting.com. In addition to the personal information you provide to us directly (such as where you make a request or complete a registration or subscribe to a publication), GA may also collect personal information from you via our applications and websites.
Cookies may be used on some areas of our websites to allow a website to recognise a previous user and to observe how a user navigates within a website. If you are concerned about the use of cookies, you can configure your web browser to reject or delete cookies.
In order to properly manage our websites and applications we may log certain statistics about users of the facilities, for example software versions used, device identifiers (IP address), location data, dates, times, file metadata, referring website, data entered and user activity such as links clicked. This information does not specifically identify an individual and is used solely to ensure our website and applications present the best possible navigational experience for users.
In some cases third parties may use cookies and other technologies such as those described above in connection with activities like surveys, website analytics and email campaign management. The services we may use from time to time include Google Analytics, Campaign Manager and Microsoft. You can contact us to request further details for the services we use.
As we endeavour to ensure website users are provided with as much information and resources as possible, our websites include a number of links to websites operated by third parties. GA is not responsible for the privacy practices or policies of those sites. We encourage you to review each website’s privacy policy. A link to a non-GA website is not an express or implied endorsement, promotion or warranty of the products or services offered by or accessible through that site or advertised on that site.
 
Security of personal information
We hold personal information electronically and in hard copy form, both at our own premises and with the assistance of outside service providers based in Australia. Some or all of this personal information may be available to directors and authorised staff of GA for use in accordance with this Privacy Policy.
We implement a range of measures to protect the security of your personal information. We also take measures in respect of destroying or de-identifying personal information that is no longer required for any business or legal purpose.
GA may also use overseas facilities or contractors to provide certain services to us. As a result, we may at times be required to transfer your personal information to our overseas facilities or contractors for these purposes. However, any such transfer of information would only be done with your permission and does not change any of our commitments to safeguard your privacy and the information remains subject to existing confidentiality obligations.
 
Procedures for access, correction and feedback
We will provide access to personal information upon request by an individual except in limited circumstances in which it is permitted for us to withhold this information, for example where granting access would infringe another person’s privacy.
If you make a request to access personal information we may require that you provide some form of identification such as a driver’s licence or passport so that we can verify that you are the person to whom the information relates.
If at any time you want to know what personal information we hold about you, you may contact us by writing to: The Privacy Officer, Guardian Accounting, PO Box 406, Wangaratta, Vic, 3676, or email us at admin@guardianaccounting.com.
If you believe that the information we hold about you is incorrect or out of date, or if you have concerns about how we are handling your personal information, please contact us and we will try to resolve your concerns.
If you wish to have your personal information deleted, please let us know and we will take reasonable steps to delete it (unless we need to keep it for legal, auditing or internal risk management reasons).
 
If you have any further queries relating to our Privacy Policy, or you have a problem or complaint, please contact our Privacy Officer.  If you are not satisfied with our handling of your problem or complaint you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au or by phone 1300 363 992.
 
Contact Details
Privacy Officer
Guardian Accounting
PO BOX 406
Wangaratta Vic 3676
P: 0438 780 633
E: admin@guardianaccounting.com
 
Changes to this Privacy Policy
We reserve the right to review and amend this Privacy Policy from time to time and to notify you by posting an updated version on our website at www.guardianaccounting.com.
 
Additional Privacy Information
Further information on privacy in Australia may be obtained by visiting the website of the Office of the Australian Information Commissioner at www.privacy.gov.au.