Senior Taxation Manager
B.Bus. (Accountancy), Masters of Taxation, Chartered Accountant, Chartered Taxation Advisor
Specialisations: Medical Practices, Legal Practices, Property & Construction, Complex Taxation Transactions
Alan initially joined Lutz and Associates in 1998 and rejoined in 2003, after spending 3 years in London working for large commercial organisations (i.e. Price Waterhouse Coopers and the UK National Health Service).
Alan became the Senior Taxation Manager of Lutz and Associates after completing a Masters of Taxation from the University of New South Wales in 2008, where he received an award for academic excellence.
A significant focus of Alan’s is to address the various taxation matters that arise for clients of the firm, including: taxation of trusts; Capital Gains Tax, GST, corporate taxation; international taxation and negotiations with the Australian Taxation Office. He also consults on complex taxation matters to legal practices and other accountancy firms.
Whilst taxation is a significant focus area for Alan, his expertise extends to general business and financial control matters for smaller and medium sized entities (SMEs) as well as organisations at public company and large proprietary company level.
The rapport Alan has with his clients is such that they often ask his advice about more than just taxation and accounting matters and he is always looking for the best solution in any particular circumstance.
Outside of work, Alan is an avid surfer and enjoys playing golf (for which he has a single figure handicap).