Kerri-Ann Smee

Kerri-Ann Smee

Partner, Business Services

Healthcare | Real Estate & Construction | Retail | Technology, Media & Entertainment, & Telecommunications

BDO.LiveSite.People.ExecutiveSummary

Kerri-Ann Smee is a Business Services Partner for BDO in Brisbane with over 20 years’ experience as a taxation and business advisory specialist. Kerri-Ann works closely with clients to deliver expert business, taxation and value added services, ranging from traditional compliance to specialist taxation and financial advice.

Kerri-Ann specialises in the real estate and construction industry and has a particular interest in family business advisory, helping clients address the uniquely complicated issues that they face as a family business unit.

Services

  • Financial and statutory reporting
  • Direct and indirect tax advice and reporting
  • Structuring
  • Business analytics and management reporting
  • Business acquisitions and sales
  • Succession and estate planning

Sectors

  • Real estate and construction
  • Natural resources
  • Technology, media and telecommunications
  • Family business

Key Assignments

  • Advisor for complex business transactions including the formulisation of tax effective and commercially viable solutions to minimise risk and maximise outcomes
  • Advisor for business acquisitions and sales including structuring, tax planning, due diligence, communications, reporting, integration and team support
  • Advisor for estate and succession planning matters including the strategies for transition, structuring, tax planning and the provision of ongoing support for key stakeholders and families
  • Advisor to new businesses including structuring, establishment of accounting and payroll systems and processes, business forecasts and modelling, taxation and statutory compliance, stakeholder reporting, assistance with R&D, grants and financing applications and business mentoring.

Qualifications

  • Chartered Accountants Australia and New Zealand  - Chartered Accountant 2000
  • Queensland University of Technology - Bachelor of Business

Affiliations

  • Taxation Institute of Australia – Fellow 2005