Office Hours

Monday to Friday: 9:00 AM to 5:00PM

Email

admin@lloydpartners.com.au

About
Lloyd & Partners

Your trusted accounting firm and registered tax agent in Sydney.

Contact us now

With our extensive experience and expertise, we are dedicated to providing exceptional business consulting services to add value to your business. With a commitment to accuracy and integrity, our team of skilled professionals navigates the complexities of accounting to empower your financial success. Explore our comprehensive services tailored to meet your unique needs and discover why we are your trusted partner in financial excellence.

Our primary goal is to collaborate with you to ensure the profitable growth of your business. Whether you require assistance with personal finance management or need support in driving your business forward, we are here to help. Our team of highly qualified accountants and tax professionals is committed to delivering tailored solutions that align with your unique needs and goals.

At Lloyd & Partners, we offer a comprehensive range of services, including Individual tax returns and tax planning, Corporate Accounting and Taxation, bookkeeping, payroll services, management accounting services, ASIC Compliances etc. We understand the challenges faced by businesses in various industries and provide specialised insights to address industry-specific accounting and tax requirements.

Our dedication to excellence is reflected in our ongoing commitment to staying up-to-date with the latest tax laws and regulations. As a registered tax agent, we are well-equipped to navigate the complex tax landscape, ensuring compliance while maximising tax benefits for your business.

We believe in building long-term relationships with our clients, based on trust, integrity, and mutual growth. We take pride in our personalised approach, tailoring our services to meet your unique circumstances. Your success is our success, and we are passionate about helping you achieve your financial goals.

Meet Our Team

Meet the Minds Behind Lloyd & Partners

Tarun Shah Principal

tarun@lloydpartners.com.au

Bachelor of Commerce, Chartered Accountant (ICAI), Certified Public Accountant (CPA Australia), Diploma in Financial Planning (DFP), Certificate IV in Finance and Mortgage broking, Registered Tax Agent (RTA), Justice of Peace (JP)

Tarun’s broad strengths include the following but are not limited to the following sectors:

  • Financial Sector
  • Business Strategies
  • Implementing new initiatives
  • Retail, Food and Beverage
  • Working closely with the client’s CEO/COO
  • Budget Setting/ Forecasting
  • Managing Stakeholder Relationships
  • Hospitality Sector
  • Risk Assessment/Management

Tarun has been the founder and principal of Lloyd & Partners since 2017. He completed his Chartered Accountancy qualification in India in 2004 and obtained his CPA in 2017. Since then, Tarun has worked as an accountant.

LP

Since 2004, Tarun has been actively involved in the finance sector, serving as a financial manager and controller. He has demonstrated a strong ability to implement new business strategies that have benefited the companies he has worked for. Tarun exhibits exemplary leadership qualities, which have enabled him to successfully manage teams through new initiatives and procedures. He works closely with clients’ management teams, providing regular updates and offering valuable recommendations.

Tarun is responsible for managing the firm’s overall operations, making strategic decisions, and ensuring its financial success. He also oversees client relationships, guides the work of other accountants, and ensures compliance with relevant accounting standards and regulations. Tarun plays a pivotal role in shaping the firm’s direction and maintaining its reputation within the industry.

Aakash ShahBusiness Services Manager / Practice Manager

aakash@lloydpartners.com.au

Bachelor of Commerce, Master of Accounting, CA (CAANZ)

Aakash plays a crucial role in overseeing both the operational and client service aspects of the firm. He ensures that the practice functions smoothly, supports client needs, and adheres to regulatory standards. Aakash is also involved in managing the internal operations of the firm, supporting the accounting staff, and delivering high-quality business services to clients.

Aakash is highly skilled in problem-solving, client relationship management, and leveraging his background to bring valuable insights across a broad spectrum of business services.

With over a decade of experience in the liquidation industry, Aakash has developed extensive expertise in managing complex financial situations, handling distressed assets, and navigating insolvency processes. Since transitioning to business services, his skill set now includes financial analysis, strategic planning, and a strong understanding of risk management.

Aakash’s responsibilities include financial analysis, budgeting, and providing strategic advice. He leads the teams at Lloyd & Partners, ensuring the accurate delivery of services such as accounting, taxation, and financial reporting. He collaborates with clients to understand their business needs, offer insights for improvement, and ensure compliance with relevant regulations. Additionally, his role often involves staying updated on industry trends and mentoring junior staff.

Chirag Rathi Accountant

1chirag@lloydpartners.com.au

Master of Professional Accounting, Bachelor of Business Administration

Chirag has over 5 years of experience in accounting. His responsibilities include providing financial and taxation advice, conducting financial investigations, preparing reports and audits, performing cash flow appraisals, advising on business purchases and sales, and ensuring regulatory compliance.

Chirag is responsible for maintaining financial records for various clients. His key responsibilities include:

  • Recording financial transactions, such as purchases, sales, receipts, and payments.
  • Maintaining general ledgers by ensuring that debits and credits are accurately recorded in the appropriate accounts.
  • Reconciling accounts and managing invoices.
  • Processing payroll, ensuring employees are paid accurately and on time, including salaries, wages, bonuses, and other payments.
  • Managing payroll records by keeping accurate records of employee earnings, deductions, taxes, and other relevant payroll information.
  • Communicating with clients and employees, addressing payroll-related inquiries such as questions about payslips or deductions.
  • Preparing and submitting payroll-related reports to management, tax authorities, or other relevant agencies.
  • Compiling financial reports, such as Balance Sheets and Profit & Loss Statements, to monitor the organization’s financial health.
  • Providing necessary records and documentation to assist with tax returns and ensure compliance.
  • Conducting risk assessment and management.

Manpreet Kaur HansAccountant

manpreet@lloydpartners.com.au

Bachelor of Commerce, Master of Business Accounting

Manpreet's role involves entry-level responsibilities in the field of accounting. She is engaged in data entry, bookkeeping, and supporting senior accountants on various projects. This position provides Manpreet with an opportunity for professional development, allowing her to build foundational accounting skills and gain practical experience. A key aspect of her role is collaborating with senior staff to contribute to financial accuracy and compliance.

Aarti GahlotAccountant

aarti@lloydpartners.com.au

MPA, Chartered Accountants (India)

Aarti has over 10 years of experience in accounting. Her responsibilities include providing financial and taxation advice, conducting financial investigations, preparing reports and audits, performing cash flow appraisals, advising on business purchases and sales, and ensuring regulatory compliance.