As FSA’s Corporate Tax Director, Jo-Ann works closely with our Partners with corporate tax and business advisory matters.

Over the last few years, Jo-Ann has been very fortunate to receive mentoring from one of Australia’s leading taxation advisors as part of FSA’s commitment to continuing professional development. This mentorship, in addition to her exposure to our large private clients, has enabled her to build an exceptional skillset, including:

• Corporate restructures

• Small business capital gains tax concessions

• Capital gains tax rollovers, including Division 615, Subdivision 122-A and B and Subdivision 124-N

• Tax consolidation and de-consolidation, calculation of entry and exit ACA and identification of formation/entry and exit issues

• Taxation of trusts

• Cross-border taxation matters including corporate tax residency, permanent establishments, foreign income and withholding tax obligations

• Research and development tax incentive

• Business succession and estate planning

Qualifications and Memberships

• Bachelor of Commerce/Business Management, University of Queensland

• Graduate Diploma of Chartered Accounting

• Member of Chartered Accountants Australia & New Zealand (CAANZ)