Principal - Private Advisory
Linda has over 10 years’ experience providing solution based services, tailored to the specific needs of clients including: advising on tax structuring, cross-jurisdictional tax issues, succession and estate planning and superannuation issues.
Linda understands the needs of high net worth individuals and works closely with her clients to provide proactive solutions to growing, protecting and preserving wealth within their family group.
Linda has extensive experience navigating cross border issues facing globally mobile high net worth individuals, including where their capital is globally mobile and in particular guiding US Citizens through the complexity of compliance issues they now face.
Linda has strong collaborative relationships with tax specialists across the world to assist Expatriates navigate through the tax complexities that arise when globally mobile.
Examples of Linda's work include:
- Tax advisory for Australian residents relocating off-shore to the US and other jurisdiction
- Establishment of the growth stage, pension phase and winding up of a Self-Managed Superannuation Fund and Estate planning
- Chartered Accountant
- Chartered Tax Advisor
- Bachelor of Business Management (Accounting)
- Masters of Taxation