Family Trust Elections

Price (incl GST)
Single price $143.00
Group price
(3-6 registrations)
$429.00

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying CPD hours


Recording

  • Expiry Date: 29 June 2023
  • Duration: 90 minutes
  • Views: 3 views per purchase

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The rules for Family trust elections (FTEs) and Interposed entity elections (IEEs) are complex. Making an inadvertent error is easy – as too is making the wrong or an unnecessary election.

In this webinar, we will focus on:

  • the circumstances in which an election should be made
  • when and how the election should be made
  • the consequences of making an election
  • the ability to change a previously made election
  • the ramifications of making distributions which breach the trust loss rules or the 45-day holding period rule.

This session will feature diagrams and examples to assist in explaining the key FTE issues. We will also have an interactive Q&A section to give participants an opportunity to ask questions to cement their understanding of these complex rules.

CPD Points: 1.5 hours (single session)

Presenters

Lynne Gibson Lynne Gibson
Senior Tax Trainer
TaxBanter

Nicole Rowan Nicole Rowan
Senior Tax Trainer
TaxBanter