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About Monash Tax

We are a thriving business with happy clients.

We know this is our "About Us" page, but it is so difficult to talk about us without talking about you.

For over 13 years, Monash Tax has partnered with and helped clients from all over Melbourne.

Because our clients are part of our team just like any member of staff.

We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.

We love to work and we love where we work

 

Monash Tax Accounting Services Pty Ltd was established in 2002. It is an integrated practice combining accountancy, tax, financial planning, self-managed super funds and home loan services. We have qualified teams of professionals specialising in different areas. The firm has expanded to provide all these services under one roof.

We believe in providing you with quality services in a timely and efficient manner.

Monash Tax Accounting Services Pty Ltd (Credit Representative #412629) is authorised under Australian Credit Licence Number 389328 to provide mortgage services.

Monash Tax Accounting Services Pty Ltd is a corporate authorised representative (no. 408387) of InterPrac Financial Planning Pty Ltd ABN 14 076 093 680, Australian Financial Services Number 246638, Level 3, 29-33 Palmerston Crescent, South Melbourne, Vic 3205.

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We work harder to deliver more to achieve better results. Once you join Monash Tax you can expect:

 

To be kept in the loop:

Our principal, Shan Gupta, may send you regular emails on the latest happenings in accounting, tax and other technical matters. Listen and implement his invaluable advice and watch your wealth soar!

 

For us to build your wealth for you:

You will gain access to add on services designed to save and grow your wealth. We shall help you to grow and invest at your own pace.

 

Complimentary courses and seminars just for you!

All of our members get complete access to our educational resources, where you can teach yourself on how to build and grow your wealth to become more successful. All are complimentary!

Ready to join the team? We would love to have you.

Call Us: +61 3 9548 1699

Meet Our Friendly Team.

 

Shan Gupta

FIPA, B.Com, FCA (I), Dip.FP, Dip.FS(Mortgages)


Shan is the principal of the practice. He is a qualified accountant, financial planner, mortgage broker and a self-managed superfund auditor. He is a qualified Chartered Accountant since 1976 and an author of books and articles on the GST Law. He has represented The Institute of Public Accountants (IPA) in Australia to the Australian Taxation Office over the past many years. He is currently a convenor of the IPA’s Waverley Discussion Group.

Shweta Mittal

CPA, FIPA, B.Com, Dip.FP, Dip.FS(Mortgages)


Shweta holds a Bachelor’s degree in Commerce and Diploma of Financial Planning. She is a fellow of the Institute of Professional Accountants (IPA) as well as a member of CPA Australia. With over 16 years of experience in financial planning, mortgages and accounting, Shweta is well placed to assist clients with all their financial planning and home loan needs.

Kiran Gupta

B.Com


Kiran is an accounting and a tax consultant. She is responsible for providing financial advice. liaising with clients (individuals or businesses) and providing financial information. Advising clients on tax planning and tax issues associated with activities such as business acquisitions and mergers.

 

Ananda Wickrama

B.Com(Special) ASA, LICA(BL) MAAT


Ananda has experience for over five years in Self-managed Superfund accounting and administration. He has also worked in the insurance, construction and manufacturing industry.

Nathalia Hernandez

M. Com (Adv.) (Professional Accounting)


Nathalia holds a Master of Commerce Advanced (Professional Accounting) and has extensive experience in bookkeeping and accounts assistance for SMEs. She currently prepares Business Activity Statements (BAS), Financial statements, Individual and Company Tax Returns as well as maintains client's files.

Devadas Lakshmanan

B.Com, M.Finance


Devadas holds a degree in Commerce and Masters in Finance. He has worked with different banks in lending for both commercial and retail clients. He is responsible for preparing home loan applications and the ancillary work.

 

Thanuja Herath

B.Accounting and Finance


Thanuja holds a Bachelor’s degree in Accounting and Finance and is currently undertaking the CPA program. She currently assists in self-managed super fund accounting and financial statements.

Viral Bhatt

B.Business


Viral holds a Bachelor of Business (Accounting, Banking and Finance). He is currently undertaking the CPA Program. He assists in self-managed super funds, individual tax returns and preparation of business activity statements (BAS).

Ruisi Chu

M. Professional Accounting, MBA


Ruisi holds a double Master degree in Professional Accounting and Business Administration. She currently assists in accounting and income tax for self-managed super funds, individual and company tax returns and preparation of business activity statements (BAS) and financial statements.
 

Harman Preet

MBA (Finance)


Preet holds a master’s degree in business administration. She has an experience of two years in mortgage industry as a loan processor. She is responsible for preparing home loans files.
 

What we believe.

We believe tax and accounting is less about tactics and more about strategy. That is why we adopt a result focused, strategy-first approach to every client we take on!

Every service and solution we offer takes into consideration on how to get you more savings, how to convert those savings into investment, and how to transform your investment into higher profits.

Our client like our strategies, once you join us, you will never want to leave.

So what are you waiting for? Join the team! It’s time for you to experience how much
more you can achieve from your financial strategies session, the Monash Tax way!

Talk to us today for a complimentary, no obligation consultation.

Get A Complimentary Consultation

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