Fiona Ward

Executive summary

Fiona is Partner-in-Charge of BDO’s Business Services team in Melbourne. She has over 25 years’ experience with global and mid-tier accounting firms.

As a small-to-medium enterprise (SME) specialist, she has considerable experience providing tax consulting and compliance services to large privately-owned businesses and their owners.

Fiona provides consulting services in a broad range of areas, including corporate and domestic tax, business structuring, due diligence, superannuation, general accounting services, and succession planning.

Expertise

• Structuring for business acquisitions and disposals
• Taxation compliance
• Family business advisory
• Management accounting and bookkeeping
• Taxation consulting, incorporating capital gains tax, goods and services tax, fringe benefits tax, corporate, and individual taxation
• SMSF compliance and advisory
• Corporate secretarial functions
• Professional practice

Experience

• Tax advisory to high net worth individuals, sole traders, partnerships, trusts, self-managed superannuation funds (SMSFs), private companies, and Australian subsidiaries of multinational corporations, including significant global entities (SGEs)

Qualifications and affiliations

• Registered Tax Agent
• Bachelor of Commerce
• Member, CA ANZ
• Chartered Tax Adviser, The Tax Institute