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Frank Burgess, Tax Partner

qualifications

Chartered Accountant (Chartered Accountants Australia & New Zealand)

Public Practice Certificate (Chartered Accountants Australia & New Zealand)

 

Executive Summary

Frank has over 25 years' experience in public pratice specialising in taxation consulting. Frank joined BDO as a partner on 1 July 2012 on the merger with another high profile accounting firm in Christchurch.

His experience includes advising New Zealand based and non-resident businesses and high net worth individuals on tax compliance issues and tax planning opportunities. His specific areas of interest include business structures, use of trusts, property transactions, mergers/ acquisitions and efficient methods of profit distribution. Frank has provided domestic and international tax advice to a variety of businesses, including those in tourism, hospitality, manufacturing and property development sectors.

Frank is a member of the local CAANZ Tax and Integrated Professional Development committees. He is also a member of the National CAANZ liaison group with the Inland Revenue which deals with operational and tax policy issues.

Recent experience includes:

  • Tax due diligence on the acquisition of a business;
  • Assisting setting up business structures for clients operating in Australia
  • Advising on restructure of corporate group to meet family and commercial objectives, achieving tax efficiencies in the process;
  • Advising a New Zealand subsidiary of an overseas company involved in a major infrastructure project on the repatriation of profits and transfer pricing issues;
  • Advising clients on business interruption insurance claims and taxation issues arising from the Christchurch earthquake;
  • Advising on corporate/trust structures and taxation planning; and
  • Assisting businesses with tax arrears to reach settlement with Inland Revenue

Specialist areas include:

  • Personal and company taxation
  • Trusts and Estate Planning
  • Managing tax audits
  • Business Restructuring
  • Merger and acquisitions

 

Professional Affiliations

Member of Chartered Accountants Australia & New Zealand

Institute of Directors 

 

Education

Bachelor of Commerce