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Special purpose trusts presentation

Published on 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • testamentary trusts and PS LA 2003/12
  • trusts and Section 102AG
  • special disability trusts.

Author profile:

Linda Tapiolas CTA
Linda is a Partner in 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, Division 7A issues, and 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 session on various topics including CGT small business concessions. Current at 16 September 2015 Click here to expand/collapse more articles by Linda Tapiolas.
 

This was presented at Estate Planning.

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