Manager | Chartered Accountant
Jocelyn has 19 years experience in taxation and business services in Brisbane and Queensland; she is a member of the Institute of Chartered Accountants and a registered tax agent.
Jocelyn has experience with a diverse client portfolio covering manufacturing, professional services, transport, insurance, medical services, primary production, Franchises, real estate, logistics, E-Commerce, medical professionals, workplace health and safety, property development, constructions and related services.
Jocelyn has experience with a number of large clients including foreign ownership and consolidation requirements. She has worked closely with a number of clients with structuring buy or sale contracts and entity structuring to secure small business capital gains tax concessions. She has also worked with a number of clients on restructuring projects that provide significant asset protection and taxation benefits.
She has high level experience with:
- Assisting client to achieve estate planning goals and liaising with lawyers
- Matrimonial property settlements and mediation
- Business purchases and sales including due diligence
- Business valuations
- Self-managed Super Funds
- ATO reviews, audits and objections applications