Suzy Munt

Executive summary

Suzy is a Business Services and Family Business Partner with BDO in Brisbane. She is BDO’s National Lead for Family Enterprise Services, and is accredited as a Specialist Advisor by the Family Business Association.

Suzy helps clients solve problems and grow their business by holistically focusing on strategic outcomes. Her talent for helping clients develop their strategy, business plan, and key performance indicators (KPIs) helps them make business decisions efficiently and effectively using tools such as a balanced scorecard, process mapping, and forecasting. With extensive experience in many aspects of tax law, Suzy connects tax outcomes with business outcomes.

She provides both compliance and advisory services to clients from a broad range of industries, with a special interest in the manufacturing sector.

Suzy provides consistent, professional, and timely advice, ensuring her clients achieve the best outcomes for their current needs.

Expertise

• Family enterprise advisory, including succession planning, family governance and charters, and conflict resolution
• Business advisory, including structuring, business and strategic planning, budgeting, governance, forecasting, and business reviews
• Remuneration and fringe benefits tax advice
• Income tax, GST, and state taxes
• Financial statement preparation
• QBCC licensees
• Not-for-profit structuring and tax exemptions

Experience

• Helping family enterprises in New Zealand, Fiji, Sydney, and Brisbane with intergenerational wealth transfer, family charters, facilitating family meetings, legacy statements, succession and continuity planning, corporate and family governance, estate planning, strategic planning, and general business advisory
• Assisting manufacturing clients with cost modelling and business improvement

Qualifications and affiliations

• Bachelor of Business Management
• Bachelor of Commerce
• Graduate Diploma of Chartered Accountancy
• Specialist Accredited Advisor member, Family Business Advisor (FBA)
• Member, CA ANZ