Joel Halbert

Background

Joel has been working as an accountant since 2000 and upon graduating with Honours in Accounting and Finance from the University of Sydney commenced with KPMG in their Middle Market Advisory Division. At KPMG and other Chartered Accounting firms Joel has worked with a broad range of clients in a taxation and business advisory capacity.
Joel joined CIB Accountants in March 2011 as a manager and was admitted as a Business Service Partner in July 2015.
Joel is married with two children

Areas of Expertise

Joel’s experience working for a range of industries includes:
• Accounting and taxation for family groups particularly those with complex structures
• All aspects of taxation advice including GST, income tax and capital gains tax
• Corporate tax
• Setup of new structures including companies, trusts and superannuation funds.
• Taxation Planning
• Helping businesses improve their profitability and get their accounting records up to date
• Advising on asset protection structures and Estate Planning
• Superannuation and Retirement Strategies
• Assisting with setup and use of different accounting software packages including Xero, Saasu, MYOB and EXO
• Financial statement preparation and analysis
• Analysis & preparation of cash flow projections
• Helping taxpayers with an Australian Taxation Office audit or review

Professional Qualifications

Joel’s qualifications include:
• University of Sydney – Bachelor of Commerce (Honours)
• Chartered Accountants Australia and New Zealand – member