Luke Shepherd

Executive summary

Luke is a Director in BDO’s Business Services team in Brisbane. With years of experience in professional services, he is known for his pragmatic and collaborative approach, working closely with clients to build enduring relationships and deliver tailored solutions that support long-term success.

He advises private and family-owned businesses across a range of industries, including shipping and logistics, property development, mining services, and technology.

Luke also brings deep expertise in the not-for-profit sector, providing strategic advice on structuring, governance, compliance, and operational efficiency. He supports not-for-profit organisations in managing increasingly complex regulations and building sustainable models that stay true to their mission and values.

Expertise

• Business advisory and tax planning for private and family-owned businesses
• Succession planning and estate structuring for multi-generational enterprises
• Corporate governance and risk management for boards and leadership teams
• Strategic structuring and governance advisory for private enterprise and not-for-profit organisations
• Compliance and operational support for charities and community groups

Experience

Not-for-profit

• NDIS provider - Strategic structuring advice to support growth and expansion while maintaining charity and DGR endorsement
• Community organisation - Provided governance support to a new charity, developing compliant and fit for purpose policies and procedures
• Education provider - Conducted financial modelling and operational review to improve sustainability and ensure compliance with Department funding requirements
• ACNC Compliance - Annual preparation of General Purpose Financial Statements for audit and submission to ACNC

Private and family business

• Professional services firm - Succession planning and restructuring to support business growth through the introduction of new partners and shareholders
• Large enterprise - Structuring advice for large multi-national expansion, including tax and financial reporting compliance for multi-entity group with international operations
• Private investor group - Strategic advice on asset protection and estate planning

Qualifications and affiliations

• Bachelor of Business (Accounting)
• Member, CA ANZ