MGI Melbourne :: Business Solutions World Wide

Sue has over 30 years experience in Chartered Accounting; 13 years with Ernst & Young and 23 years with MGI and its predecessor firms. She has been a director (partner) of MGI since 1991.

Sue has a broad range of skills. As a taxation specialist, she has provided consulting services in all areas of taxation and superannuation, specialising in corporate tax and corporate restructuring. She also has extensive experience in preparation of valuations, and in transaction support, including preparing businesses for sale and acquisition support.

Sue has special focus on family business advising, in particular the preparation of family business constitutions and succession planning, and has developed her own approach to these processes.

Her client base consists largely of medium to large family and private businesses in the manufacturing, transport, service, retail and wholesale industries, to which she provides a broad range of taxation, family business and financial advice, and transaction support services.

Sue was appointed Executive Chairman of MGI (Australasia) in July 2010.

Sue is the national spokesperson for the Institute of Chartered Accountants on small and medium business issues, and is regularly interviewed in the press, radio and television. She also writes the monthly Enterprise column for Charter magazine. She was a Victorian State Councillor of the ICAA from 2000 to August 2004.

She recently wrote the Family Business Succession Guide which provides a practical approach to family business succession planning.

Sue is also the author of "The ABC of GST" which was listed in BRW's Top 10 Business Titles in April 2000, and "The ABC of BAS". She has had articles published in various publications on family business, taxation and preparation of businesses for sale. She is also a contributing author to Thomson Reuters Australian Tax Practice’s Financial Planning Handbook. She has given presentations on family business succession planning, buying and selling businesses, and taxation for various organisations, both in Australia and overseas.

Qualifications and Memberships:

• Bachelor of Commerce - University of Melbourne
• Fellow of Institute of Chartered Accountants
• Fellow of the Taxation Institute of Australia
• Registered Tax Agent
• Member of the Family Firm Institute (USA)