Mark Beaumont

Executive summary

Mark is a Business Services Partner in Melbourne. He has over 15 years’ experience working with privately-owned businesses and family offices to help finance teams and families grow and preserve their wealth.

Mark supports his clients by managing accounting, tax, and compliance risks, and improving their corporate governance, tax planning, and tax efficiency measures. He provides finance function support through outsourced finance models or reviews, assisting clients with banking and finance requirements, succession planning, and helping them navigate growth and exit challenges.

Mark’s client base primarily includes high net worth family groups, to whom he provides a mixture of compliance and tax advisory services. He prides himself on producing timely, high-quality work, with a continued focus on building client relationships and exceeding expectations.

Prior to joining BDO, Mark spent 14 years working in global and mid-tier accounting firms for clients with turnovers between $1 million and $1 billion.

Expertise

• Tax structuring for business and family groups
• Tax and accounting compliance
• Developing tax governance frameworks
• Tax effect accounting
• General purpose financial statements and cash flow preparation
• Outsourced finance functions and management reporting
• Finance function reviews and advisory
• Tax consulting, incorporating CGT, GST, FBT, corporate, and individual taxation

Experience

• Lead client service partner for a large family office - Led the transition from a previous adviser, and a health check to identify structuring risks and opportunities
• Lead tax partner for a large timber and engineered wood products business - Providing tax compliance and advisory, and developing a tax governance framework
• Assisted with a finance function review for a US headwear and apparel client’s Australian team
• Lead engagement partner responsible for delivering tax planning, tax compliance, and advisory services to a family office
• Assisted with a corporate restructure, tax, and accounting compliance and ad hoc tax advisory for an Australian energy retailer
• Tax and accounting compliance and ad hoc tax advice for a leading Australian agricultural investor developer and manager
• Virtual CFO services, management reporting, forecasting, and tax and compliance services for a producer of ready-to-serve cocktails
• Special tax planning services, tax and accounting compliance, and ad hoc advisory for a regional family grocer group.

Qualifications and affiliations

• Registered Tax Agent
• Bachelor of Commerce
• Graduate Diploma of Chartered Accounting
• Member, CA ANZ