Linda Tapiolas, CTA

Linda Tapiolas, CTA

Cooper Grace Ward Lawyers

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.

All Sessions by Linda Tapiolas, CTA

11:00 am - 12:00 pm

Session 13.4: Are you dealing with a valid trust?

Emerging Leaders Stream

Discretionary trusts are often the preferred business and investment vehicle of advisers, but with the passage of time their validity sometimes falls into question.

This session will explore common trust problems including:

  • What is a valid trust?
  • Can the trustee appointor and beneficiary be the same person?
  • Lost trust deeds
  • Pros and cons of a corporate guardian or appointor
  • Vesting date issues and
  • Common advisor misconceptions.