Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
83914
Recorded Webinars

Recorded Webinar: Family Trust Elections – Are you in the Family or out?

Many practitioners and clients have a fundamental misunderstanding of the rules and procedures with respect to making a family trust election in a family trust. This session seeks to clarify the requirements and consequences of making a family trust election. The following areas w
PRESENTED BY Linda Tapiolas Partner, Chartered Tax Adviser - Cooper Grace Ward , Brisbane

Date/Time

About the Webinar

Many practitioners and clients have a fundamental misunderstanding of the rules and procedures with respect to making a family trust election in a family trust. This session seeks to clarify the requirements and consequences of making a family trust election. The following areas will be discussed:

  • Why make a family trust election?
  • Practically applying the family control test
  • Who is in my family group?
  • Tips on selecting the right test individual
  • The impact of death and divorce on the family group
  • Structuring issues and family trust elections (e.g. impact on corporate beneficiaries)
  • Do I need a family trust election or interposed entity election?
  • Revoking family trust and interposed entity elections
  • IEEs and companies owned by trusts: you can never sell the company
  • Circular trust distributions and the impact of the amendments in Treasury Laws Amendment (2019 Tax Integrity and Other Measures No. 1) Act 2019

Presented By

Linda Tapiolas
Partner, Chartered Tax Adviser, Cooper Grace Ward Brisbane, Qld

As a partner in Cooper Grace Ward’s commercial team, Linda specialises in providing tailored advice and support services to accountants, financial planners and other professional advisers.

Linda provides technical advice on complex tax, capital gains 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, providing her with a unique insight into her current clients’ business environment. She also regularly conducts seminars and training on topics including business structuring, CGT small business concessions and Division 7A issues.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

Go to top