Trusted accounting and advice for growing businesses.
Helping Melbourne business owners and families navigate complex taxation, structure their wealth, and build long-term financial success.
30+
Years Experience
800+
Local Clients
100%
CPA Qualified
Taxation Consulting
Expert compliance & strategy.
Accounting Services
Full-service business support.
Business Advisory
Proactive growth & structure.
Superannuation
SMSF & retirement planning.
Comprehensive accounting solutions.
We provide a full suite of services designed to minimise tax, ensure compliance, and provide clarity on your financial performance. Our team takes a hands-on approach to understand your business inside and out, offering tailored advice that evolves as you grow.
Tax & Compliance
- Business Tax Returns
- Small Business Tax Concessions
- Capital Gains Tax (CGT) advice
- GST & BAS preparation
Business Growth
- Business advisory & strategy
- Budgeting & cash-flow forecasting
- Succession planning
- Business structuring & setup
Bookkeeping
- Financial statement preparation
- Record-keeping system setup
- Cloud accounting (Xero, MYOB)
- Management reporting
How we work with you.
Understand
We start by deeply understanding your current situation and financial goals.
Strategise
We design a custom strategy and structure tailored to your specific needs.
Support
Ongoing review and proactive support to ensure you stay on track for success.
Meet our expert advisors.
Shaun Lloyd
Principal - FCPA
Shaun established Lloyd & Co Pty Ltd in 1997 after having become a Registered Tax Agent in 1989.
Daniel Vukic
Managing Director
Daniel graduated from Swinburne University with a Bachelor of Business (Accounting) at the end of 1998 and progressed to CA status in February 2002.
Ivana Lazenkas
Senior Accountant
Ivana is a Senior Accountant who has been with Lloyd & Co for over 15 years. She is a valued member of our team and has a sound knowledge of Australian Taxation Law.
Andrew Lloyd
Accountant
Andrew graduated from Victoria University with a Bachelor of Business (Accounting) and progressed to CPA status in August 2006.
David Naylor
Accountant
David graduated from Australian Catholic University with a Bachelor of Business (Accounting) and progressed to CPA status in August 2010.
Jarryd Lindsay
Accountant
Jarryd Lindsay helps businesses remain compliant with their statutory obligations, be aware of their 'state of play', and become more efficient. He specialises at general accountancy, bookkeeping, financial management, management reporting and supporting systems.
Trusted by Melbourne's business owners.
Tailored support for every stage.
Individuals & Families
Personal tax returns, wealth protection, and CGT advice for your family's future.
Small Business Owners
Proactive accounting, payroll support, and strategic advice to help your business thrive.
Investors & SMSFs
Specialised compliance and administrative support for property and share portfolios.