Kerri-Ann Smee

Executive summary

Kerri-Ann is a Partner in BDO’s Business Services team in Brisbane. She has over 25 years’ chartered accounting experience. Kerri provides business tax and advisory services to a broad range of clients from a variety of sectors, including real estate and construction, mining and quarrying, professional practice, information technology, and investment.

She specialises in providing financial and tax compliance services, business consulting services, and advisory on specific taxation and financial matters.

Kerri has extensive experience providing relevant and timely advice to her clients. She works with business owners to help them grow their business and wealth through effective strategic plans and tax effective strategies. She also has experience in statutory financial reporting and many aspects of revenue law, including income tax, capital gains tax, goods and services tax, fringe benefits tax, and state taxes such as payroll tax and transfer duty.

Expertise

• Financial reporting and compliance
• Taxation advice and compliance
• Business performance review and benchmark analysis
• Data analysis and reporting
• Forecasting and tax planning
• Financial education
• Strategic and business planning

Experience

• Tax planning strategies and advice
• Reviewing and analysing financial and tax issues to recommend strategies to minimise risk and improve position
• Financial reporting and advisory services
• Business acquisitions and sales advisory, including structuring and taxation and commercial implications
• Monitoring business performance, including preparing board reports, cash flow analysis, and business forecasts
• Facilitating strategic planning sessions and preparation of business plans
• Estate and succession planning
• Providing financial reporting and advisory services as a virtual and seconded CFO.

Qualifications and affiliations

• Bachelor of Business (Accountancy)
• Chartered Accountant and Fellow, CA ANZ
• Chartered Tax Adviser, The Tax Institute

Professional engagements and activities

• Director, The REIQ, July 2024 to current
• Director, Ollie’s Echo, December 2024 to current