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Family Trust Elections – a sleeper issue for restructures/sales paper

Published on 18 Nov 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers family trust elections.

Author profile

Linda Tapiolas CTA
Linda is a Partner in the Cooper Grace Ward Lawyers Commercial team. She provides a range of support services to accountants, financial planners, and other professional advisers. This includes technical advice on complex tax, CGT and Div 7A issues, as well as acting on business sales and acquisitions to ensure clients achieve commercial and tax-effective outcomes. Prior to joining Cooper Grace Ward, Linda worked as an accountant for 18 years advising clients on capital gains, business acquisitions and restructuring. She also conducted seminars and training sessions on various topics including CGT small business concessions - Current at 03 May 2022
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This was presented at 29th Noosa Tax Intensive .

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Author(s):  Louise Clarke

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Workshop 1: Structuring/restructuring for a new dawn

Author(s):  Martin BOOTH,  Jacquii Reeves,  Leo Efthivoulou,  Michelle HARTMAN,  John MIDDLETON,  Melinda Peters,  Sally Preston,  Kim Reynolds,  Jodie Robinson

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Workshop 2: Estate planning matters – being ready for planned and unplanned events

Author(s):  Geoff STEIN,  Emma WOOLLEY,  Paul Banister,  Linda FARMER,  Mark MORRIS,  Andrew O'BRYAN,  Prue Poole,  Rachel Vijayaraj

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