Shaun established Lloyd & Co Pty Ltd in 1997 after having become a Registered Tax Agent in 1989.

With over 30 years’ experience in the accounting profession, Shaun has developed a core speciality in the areas of taxation and business services including tax minimisation strategies, wealth creation, cash flow and budget forecasting for his clients.

Shaun has been increasingly involved in the realm of business and strategic planning and valuations and consults to his clients across a range of business transactions including business restructuring and reorganisation.

Shaun regards himself as a general practitioner, servicing high net worth and small business clients ranging from legal and financial professionals to placement agencies, panel beaters and manufacturers.

Shaun’s passion is assisting clients to recognise how to transition through to Retirement and achieve a more beneficial Work Life Balance, something he has achieved personally into his 50’s.

Shaun barracks for the Mighty Western Bulldogs and likes to keep active in his spare time. He’s completed a 10km+ Fun Run in every State & Capital Territory of Australia and completed the Melbourne Half Marathon.

Areas of Expertise

• Business and personal income tax compliance
• General tax planning
• Management consulting including cash flow forecasting and budgeting
• Business planning

Education

• Bachelor of Business

Professional Memberships

• Fellow Member of CPA Australia
• Registered Tax Agent

Contact

Telephone: (03) 9855 1411
Email: shaun@lloydco.com.au