Family trust elections

Webinar | 29 June 2022

About this presentation

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.

Your Presenters

Nicole Rowan - Senior Tax Trainer at TaxBanter

Nicole Rowan

LLB(Hons), Solicitor Of Supreme Court Of Victoria, GradDipEd, Diploma Of Management
Senior Tax Trainer

Nicole is a lawyer who has previously been employed by Maurice Blackburn and the Australian Taxation Office, where she worked in litigation and dispute resolution, and the Aggressive Tax Planning area of the Private Groups and High Wealth Individuals program, including SMSFs.

Nicole has held various senior positions both in commerce and accounting practices and in the community, not-for-profit and charity sector and she has worked on charity regulation reform at the Australian Charities and Not-for-profits Commission.

Lynne Gibson - Senior Tax Trainer at TaxBanter

Lynne Gibson

BA (Accounting And Economics), FCA, CTA, FTIA
Senior Tax Trainer

Lynne had over 25 years’ experience in public practice in Chartered Accounting firms before joining the tax training industry. Advising a diverse range of clients in most industries means she has the ideal experience and expertise that allows her to provide relevant and practical examples in her interesting presentations.

Single Price: $143 (Inc. GST)

Group price (3-6 registrations): $429 Each additional registration: $71.50

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

Join us live

29 June 2022 | 2-3:30pm AEST

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