Jo is our insurance tax expert.
Jo is a Certified Practising Accountant (CPA), a member of the Tax Institute (ATI) and holds a Master of Taxation. Her expertise is invaluable in helping to determine whether insurance premiums are tax deductible (and if they are to what extent), how insurance benefits will be taxed, how to minimise taxation where possible when insurance benefits are received and most importantly to help determine the most appropriate ownership structure of insurance policies from a taxation perspective.