Lutz & Associates

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