Owen Lonergan
Director, Business Services
Executive Summary
Owen is a Business Services Director with BDO in Brisbane.
He provides a range of business and taxation services, from tax compliance and accounting services to specialist taxation and tailored advice in the areas of tax planning, transactional tax matters, taxation audits, business and investment structuring and restructuring, succession and estate planning and strategic planning.
Owen specialises in providing bespoke services to funds management businesses, high-net-worth individuals and families, and family offices.
Owen has been with BDO since joining as a Graduate in 2013.
Expertise
- Accounting and tailored advice to businesses
- Financial accounting and reporting
- Taxation compliance and advice
- Tax planning and structuring
- Asset protection and structuring
- Succession planning and estate planning
- Property fund establishment
- Family office establishment and management
- Family office charters
- Private ancillary fund compliance
Experience
- Review of income and capital gains tax consequences under various proposals for the sale of a business
- Structuring the establishment of several property funds
- ATO review and audit case management
- Preparation of charters and policy documents for a family office
- Review of complex estate plans for extensive agriculture holdings, businesses, and international beneficiaries.
Qualifications and affiliations
- Bachelor of Commerce (Accounting)
- Member, CA ANZ
Professional engagements and activities
- Accountants Daily 30 under 30 Winner (2019) Property Accountant