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Lucas Wu



Contact Lucas
   (02) 9957 4033

  

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Client Manager

CA, CPA, B.Comm (USYD)

Lucas joined Bates Cosgrave in 2012 and has over six years experience in professional service practices. As a member of the Institute of Chartered Accountants in Australia, Lucas has built a reputation for his technical knowledge and skills in tax compliance and consulting services. 

In his role as Client manager, Lucas works with business owners, executives, high net worth individuals, local subsidiaries of foreign companies and businesses with international dealings in various industries to ensure that they meet their compliance obligations in the most efficient way possible. 

Lucas also gets behind the numbers for his clients to ensure they have the right business and tax advice for their business affairs, while also helping businesses to grow and achieve their goals. He also assists clients with management reporting, business forecasting, succession planning, finance strategy, business sale, and mergers & acquisition activities.

Area of specialisation

  • Tax compliance for small to large companies, family enterprises and high net worth individuals
  • Tax consulting (Income Tax, CGT, GST, and 
  • International Tax)
  • Trust and family tax planning
  • Group restructure and tax planning
  • Management reporting and forecasting
  • Business Consulting and Succession planning

Professional Qualifications & Memberships

  • Bachelor of Commerce, University of Sydney
  • Chartered Accountant, Member of the Institute of Chartered Accountants in Australia 
  • Certified Practicing Accountant, Member of CPA Australia
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