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Credentials

Our team has experience in working with family businesses from diverse backgrounds and industries, through which we have achieved observable success and a reputation for forming an ongoing relationship with our family business clients. We have been proud advisers to many of the national winners of the Family Business of the Year Awards.

Our Family Business Advisers have undertaken a rigorous BDO international accreditation program that focuses on best practice, skills and development to provide our clients with a first-class service.

Many of BDO’s Family Business Advisers have undertaken the Family Business Australia accreditation program, which forms the basis of the Family Firm Institute (FFI) international certificate.

We also have advisers who have completed Bond University’s Executive MBA specialising in family business, and others who have recently completed their credentials for the FFI international certificate.

Case Studies

Release Date Title
Business operated by a Family Discretionary Trust
Facilitating resolutions when family conflicts arise
Succession planning
Recruiting external directors
Resolving family feuds
Protecting your business with insurance

Client successes

The value of our service is measured through client satisfaction. By providing case studies of the work we undertake, we are able to demonstrate how our services can have a real and substantial impact on a client’s organisation. Seeing how our services are applied in a number of situations may also help you to identify the strengths, weaknesses, opportunities and threats within your own industry.

Due to the unique and private nature of our clients, it is essential that we act with integrity and build trust and respect through our relationships. As a result, we are unable to disclose the names of our clients. However, below are examples of some of our family business assignments within specific industries.

Cattle Industry

Fourth-generation family business using horizontal and vertical integration, with a turnover of $1 billion.

BDO provided the following services:

  • Conflict resolution
  • Family charter
  • Governance.

Motor Industry

Third-generation family business with a turnover of $300—$400 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning.

Property Investments Industry

Second-generation family business with a diversified portfolio and a turnover of $150 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning.

Agricultural, Manufacturing and Bio-Technology Industry

Fourth-generation family business with a turnover $50—$70 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning

Electrical Retail Industry

Fourth-generation family business based in the South Pacific with interests in Australia and overseas, with a turnover of $50 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning.

Wholesale and Retail Horticultural and Hospitality Industry

Second-generation family business with a turnover of $20—$30 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning.

Hospitality, Tourism, Manufacturing and Property Industry

Second-generation family business with a turnover of $5 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning
  • Estate planning.

Manufacturing, Property, Wholesale and Retail

Second-generation business with a turnover of $2—4 million.

BDO provided the following services:

  • Family retreat
  • Family charter
  • Family council
  • Governance
  • Succession planning
  • Estate planning.

Key Contacts

Susan Rix
Family Business Leader, National
Tel: +61 7 3237 5999
Bruce Hatcher
Partner, Brisbane
Tel: +61 7 3237 5986
Peter Sander
Partner, Hobart
Tel: +61 3 6234 2499
Mike Garrett
Partner, Adelaide
Tel: +61 8224 2223
Mal Sciacca
Partner, Darwin
Tel: +61 8 8981 7066
Michael Delaney
Partner, Cairns
Tel: +61 7 4046 0035
Mark Pollock
Partner, Perth
Tel: +61 8 6382 4794