Seminars /
Navigating the maze of family trust elections
REGISTER
| PRICE (INCL GST) | |
|---|---|
| Single registration (per person) | $198.00 |
| 2 - 3 registrations (per person) | $165.00 |
| 4+ registrations (per person) | $132.00 |
All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours.
The family trust election (FTE) rules have existed for over 30 years. Yet it is only more recently that we have seen a sharper focus on FTEs from the ATO in its reviews. Springing from these reviews are some very sizeable liabilities for family trust distribution tax (FTDT) and resulting general interest charge.
Compliance activity in this space will only ramp up, not fall away. All tax practitioners whose clients use trusts need to be across these complex rules, know how to navigate them and understand the adverse tax consequences that can arise when distributions are made outside the ’family group’.
In a collaboration between Webb Martin Consulting and Robyn Jacobson (or Hosted by Webb Martin Consulting, with special guest speaker Robyn Jacobson), this webinar will dive into the rules, explain core concepts, and provide practical explanations and analysis to ensure your clients remain compliant with the law and the historical choices they have made. Comprehensive slides will be provided and the webinar will contain a live facilitated Q&A.
Topics covered:
- Have the rules strayed from their original purpose?
- Meaning of core terms used in the law
- Making a family trust election or an interposed entity election
- Understanding family trust distribution tax
- ATO’s approach to FTEs and IEEs.
CPD Points: 2
Presenters
 |
Graeme Prowse Director Webb Martin Consulting Pty Ltd |
 |
Robyn Jacobson Tax Advocate and Specialist |