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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 Wealth 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 Wealth 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 specialized in different areas. The firm has expanded to provide all these services under one roof.

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

Monash Wealth Pty Ltd (Credit Representative #412629) is authorized under Australian Credit Licence Number 389328 to provide mortgage services.

Monash Wealth Pty Ltd is a corporate authorized representative (no. 001281923) of The Complete Planner Pty Ltd ABN 48 077 994 104, Australian Financial Services Number: 278161, Suite 2, 1Ricketts road, Mount Waverly, Vic 3149.

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

 
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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
 

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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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.

 

Viral Bhatt

B.Business; CPA


Viral holds a Bachelor of Business (Accounting, Banking and Finance) from Monash University. He is a qualified CPA. He assists in financial planning, company tax returns and preparation of business activity statements (BAS). He has a wide range of experience in accounting, taxation and Self-managed Superfund (SMSF) for the last 3 years. He works closely with the Principal over finalising Company and Individual Tax Return.

Thanuja Herath

B.Commerce


Thanuja has experience for over three years in Self-managed Superfund accounting and administration.

Viren Vasudevan

B. Commerce


Viren holds a Bachelor degree in Commerce. He works in self-managed super fund (SMSF) and assists in financial planning. He has a wide range of experience in finance, accounting and taxation for the last 8 years. He has in-dept knowledge of global financial markets. He is currently pursuing Masters of Banking and Finance at Monash University.

Rachit Ghai

B. Commerce


Rachit Ghai holds a Bachelor of Commerce and Master of Banking and Finance. He works in Self-Managed Super Fund (SMSF) and assists in financial planning. He has a wide range of experience in Finance, Accounting and Taxation.

Titilayo Adetunji

B. Finance


Titilayo has been in the financial services industry since 2007. She believes that adequate protection, cash flow and debt management are the bed rock on which clients' financial security is built. Titilayo is committed to helping her clients make better use of their money, working with them to pay their off their home loans sooner, showing them strategies that they can use to build wealth and if possible, minimising the amount of tax that they pay. She is committed to developing strong, lasting relationships with her clients and providing the very best solution for them.

Hannah Tran

M. Professional.Accounting


Hannah holds a Master degree in Professional Accounting. She currently assists in accounting and income tax for individual and company tax returns. She also assists in the preparation of business activity statements (BAS) and financial statements.

Komala Bhaskar

B. Business Management


Komala holds a bachelor's degree in Business Management and Certificate IV in Mortgage Broking and Finance. She assists in home loan, car loan and business loan. she has a wide range of experience in mortgage for the last 5 years.

Cathy Pan

B. Commerce(Accounting and Finance)


Cathy holds a Bachelor of Commerce (Accounting and Finance) from Monash University. She assists in tax returns for individuals and organisations. She prepares Business Activity Statements (BAS) and financial statements. She also assists in Self-Managed Super Fund accounting and administration as well as financial planning.

 

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