Shaun Lloyd
Principal - FCPA
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 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.
Areas of Expertise
- Business and personal income tax compliance
- General tax planning
- Management consulting including cash flow forecasting and budgeting
- Business planning and valuations
Education
- Bachelor of Business
Memberships
- Fellow Member of CPA Australia
- Registered Tax Agent
Personal Interests
Shaun's passion is assisting clients to recognise how to transition through to Retirement. He barracks for the Western Bulldogs and has completed a 10km+ Fun Run in every State & Capital Territory of Australia.