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A Manager in the Business Consulting and Taxation divisions of Nexia Edwards Marshall.

Joanne provides tax and accounting services to small-to-medium-sized businesses.

She has more than 15 years’ experience and a broad client base in industries ranging from construction to residential and commercial rental, retail, investment, primary production and professional service industries. 

Professional expertise


Joanne advises corporate entities, partnerships, trusts and individuals about general taxation, capital gains tax, goods and services tax, fringe benefits tax and associated areas. In addition to assisting clients with the usual annual and quarterly compliance obligations, Joanne assists clients in choosing appropriate structures and reviewing structures for forward planning.

Formal qualifications

Holder of an Associate Diploma in Accounting and Graduate Certificate in Professional Accounting, Joanne is a Chartered Tax Adviser and Fellow of The Tax Institute and the Institute of Public Accountants.


Joanne has developed long-standing associations with a broad range of clients as a result of her commitment to getting positive results and providing sound advice. 


Assisted clients save tax by taking advantage of small business capital gains concessions.

Process and outcome

In this complex area of tax legislation, Joanne uses the right planning and processes to make substantial tax savings for small businesses as assets are sold or transferred. By applying the small business CGT concessions to the sale of business assets such as business premises and shares, numerous clients have taken advantage of significant tax savings.


Preparation of tax planning to ensure they meet their obligations and maximise available tax benefits.

Process and outcome

Ensuring clients have the right structures in place for their business is important. Asset protection is a priority as is the flexibility of a structure to access great tax benefits. Joanne has seen many successful clients grow over time from the early stages of business. With careful annual tax planning, many clients have benefited from favourable tax results.


Assisted clients to choose the appropriate entity to conduct their business.

Process and outcome

Often there is no right or wrong answer as it depends on the client’s future needs. However, by ensuring they understand the difference between sole traders, partnerships, trusts and companies, the clients have benefited from the appropriate tax structure and protected their assets.