In this webinar we will delve into the intricacies of Family Trust Elections (FTEs). Through the exploration of real-life case studies, we'll uncover practical tips and potential pitfalls associated with both making and managing FTEs. Our discussion will cover:

• Understanding the motivations behind opting for an FTE and scenarios that may lead trustees to reassess their decisions.

• Examination of FTE-related issues as identified by the Australian Taxation Office (ATO) during their reviews.

• Clarification on the necessity of an Interposed Entity Election (IEE) for receiving trust distributions without triggering Family Trust Distribution Tax (FTDT).

• Discussion on the flexibility to revoke an FTE when its original purpose becomes irrelevant and adapting to evolving circumstances.

• Assessment of the impact of a test individual's demise on a FTE.

• Evaluation of potential implications for the sale of entities subject to FTEs or IEEs.

• Exploration of inadvertent triggers of FTDT and potential avenues for reversal.

Who should watch

Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of family trusts.

Level of expertise

This webinar is for persons with knowledge and interest in family trusts.

COST: $99.00
If you register more than one attendee, discounts apply:

2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
6 attendees - $480 (normally $594, saving $114)

7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, save $260)

Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.

You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.

Presenter

Daniel Smedley, Principal

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.

He is a regular presenter at state and national industry conventions, conferences and workshops.

View Daniel’s full profile here

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