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Member Price

$154.00

Non-Member Price

$286.00

NTAA EXPRESS: The Heightened Landscape of Family Trust Elections and the 31 December Deadline

Members

$154

Non-Members

$286

Online recording available now.

In this session, we unpack the latest in family trust elections – where the traps lie, the shifting landscape and why decades-old elections are now producing unforeseen tax liabilities.

Topics covered include:

  • What is a family trust, including, mapping family, family group, distributions and the family control test?
  • How to make a valid FTE or interposed entity election and the limited circumstances in which they can be varied or revoked
  • When FTDT is payable, how is it calculated and who is liable?
  • Identifying historical FTDT liabilities, with cases on foot
  • ATO’s sharpening focus on FTEs and the practical risks for advisers
  • Limited opportunity to seek remission of up to 80% of general interest charges until 31 December this year

BONUS - All Delegates receive:

  • The online recording to revisit at your convenience
  • Comprehensive slide materials containing summaries, checklists, diagrams and worked examples
  • 2 hours of CPD

Presented by Robyn Jacobson

  • Robyn Jacobson

    Senior Advocate

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