Kerri-Ann Smee

Kerri-Ann Smee is a Business Services Partner for BDO in Brisbane with over 20 years’ experience as a taxation and business advisory specialist. Kerri-Ann works closely with clients to deliver expert business, taxation and value added services, ranging from traditional compliance to specialist taxation and financial advice.

Kerri-Ann specialises in the real estate and construction industry and has a particular interest in family business advisory, helping clients address the uniquely complicated issues that they face as a family business unit.

Services

• Financial and statutory reporting
• Direct and indirect tax advice and reporting
• Structuring
• Business analytics and management reporting
• Business acquisitions and sales
• Succession and estate planning

Sectors

• Real estate and construction
• Natural resources
• Technology, media and telecommunications
• Family business

Key Assignments

• Advisor for complex business transactions including the formulisation of tax effective and commercially viable solutions to minimise risk and maximise outcomes
• Advisor for business acquisitions and sales including structuring, tax planning, due diligence, communications, reporting, integration and team support
• Advisor for estate and succession planning matters including the strategies for transition, structuring, tax planning and the provision of ongoing support for key stakeholders and families
• Advisor to new businesses including structuring, establishment of accounting and payroll systems and processes, business forecasts and modelling, taxation and statutory compliance, stakeholder reporting, assistance with R&D, grants and financing applications and business mentoring.

Qualifications

• Chartered Accountants Australia and New Zealand  - Chartered Accountant 2000
• Queensland University of Technology - Bachelor of Business

Affiliations

• Taxation Institute of Australia – Fellow 2005