Eleanor Moffat

Executive summary

Eleanor is a Partner in BDO’s Business Services team in Melbourne. She specialises in providing family office, finance, and tax services. Eleanor is national lead for BDO’s Family Office Services and has over 18 years’ experience in professional services firms and global family offices across Australia, Singapore, and Hong Kong.

Throughout that time, Eleanor has provided solutions to protect, grow, and transition wealth to the next generation. She is a trusted adviser to her clients in the areas of corporate and family governance, domestic and international tax, funds management reporting, risk mitigation, structuring, and trusts.

Eleanor applies a caring, enthusiastic, and hands-on approach to her work, and consistently delivers exceptional results. Her dedication and expertise have seen her successfully negotiate new business contracts, joint ventures, and corporate purchases for large family groups.

Expertise

• Tax consulting and compliance
• Trust and corporate structuring
• Family governance and processes
• Family charters
• Estate planning and wealth transition
• Management accounting and bookkeeping
• Family administration management
• Consolidated reporting
• Philanthropy setup and management

Experience

• Leading BDO’s National Family Office Services team and managing some of Melbourne’s wealthiest families’ financial, tax, and personal affairs
• Established and managed a formal single-family office in Melbourne. Responsible for managing over 200 annual global taxation and reporting obligations, group consolidated reporting, governance, banking and legal, treasury, and family management
• Established a global multi-family office for a small group of high wealth families. Responsible for establishing a formal family office in Singapore and Hong Kong, obtaining appropriate funds management licenses in both jurisdictions, funds management reporting, corporate and financial governance, and global taxation and reporting requirements.

Qualifications and affiliations

• Registered Tax Agent
• Bachelor of Business (Law)
• Master of Taxation
• Full-Service Tax Agent, Board of Taxation
• Chartered Tax Adviser, The Tax Institute
• Affiliate Member, CA ANZ