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Lutz & Associates

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Trading for 27 years

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Services

  • Accounting

  • Taxation

  • Self-managed superannuation funds (SMSF)

  • Business advisory

  • International tax advice

  • Businesses

  • Commencing your business

  • Assisting you to develop a business plan

  • Advising you on the most appropriate trading structure

  • Helping you establish accounting and record-keeping systems

  • Established businesses

  • Reviewing you trading structure to determine whether it is consistent with your

  • business and family circumstances

  • Discussing and assistance with implementing various

  • profit improvement strategies

  • Liaising with other members of your professional advisor team

  • to ensure your overall goals are being achieved

  • Looking to wind down

  • Working with you to ensure that your business can provide what you want in

  • retirement by making sure your business can be sold for the best possible price

  • Reviewing and assisting with implementing estate and succession planning measure

  • Professionals

  • Ensuring your business structure adheres to strict professional body rules

  • Ensuring that any taxes you pay are minimised to the best possible extent

  • Discussing the integration of your non-business taxation and accounting affairs

  • Liaising with your professional services team to ensure your overall financial

  • and business goals are being met

  • Investors

  • Monitoring shares

  • Managed funds

  • Business planning

  • Cash flow management

  • Complex taxation transactions

  • Legal practices

  • Taxation affairs for the finance

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Location

12-14 Marine Pde, Southport QLD

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • Chartered Accountants

  • MYOB

  • Xero Certified Advisor

  • The Tax Institute - Chartered Tax Adviser

  • Steven J. Lutz

  • B.Bus. (Accountancy)

  • Graduate Diploma - Applied Finance & Investment

  • Graduate Diploma - Advanced Tax

  • Fellow - Chartered Accountants

  • Certified Taxation Advisor - Taxation Institute of Australia

  • Commissioner for Declarations (Qld)

  • Adjunct Professor (School of Business) - Bond University

  • Steven Poon

  • B.Bus. (Accountancy)

  • Graduate Diploma in Advance Tax

  • Chartered Accountant

  • Fellow of Taxation Institute of Australia

  • Justice of the Peace

  • Alan Gill

  • B.Bus. (Accountancy)

  • Masters of Taxation

  • Chartered Accountant

  • Chartered Taxation Advisor

  • Marie Kim

  • Bachelor of Hotel Management

  • Master of Professional Accounting

  • Chartered Accountant

  • Alysha Cochran

  • Cert IV Law & Justice Administration

  • Certified Xero Practitioner

  • Menisha Thathiah

  • Chartered Accountant

  • Bachelor of Commerce (Accounting & Finance)

  • Sushila Rijal

  • Masters of Professional Accounting (MPA)

  • Chartered Accountant

  • Danni Wang

  • M. Commerce Advanced (Professional Accounting)

  • Graduate Diploma of Management

  • Cert IV Bookeeping

  • Chartered Taxation Advisor

  • Certified Public Accountant

  • Icy Qin

  • Certified Public Accountant

  • M .Commerce (Professional Accounting)

  • B. Business Management

  • Philippa Kiernan

  • Chartered Accountant

  • Bachelor of Accounting

  • Thomas Cassidy

  • Bachelor of Commerce/Laws (Honours)

  • Graduate Accountant

  • Biankka Clarke

  • Cert II in IT & Business

Lutz & Associates