Making a Family Trust or Interposed Entity Election has been seen for many years as a relatively straightforward matter.  Now the ATO is proactively reviewing these rules the complexities are starting to emerge.  We will cover:

• How and when to validly make an election;
• Issues that can cause an election to fail entirely;
• How to choose an earlier start year, and the risks and difficulties which can emerge;
• Impact on elected entities for the death of the test individual;
• Managing families where there ar multiple test individuals;
• How to review both new and existing clients for these risks;
• Give worked examples of issues and risks, together with possible solutions; and
• Provide an overview of how and to whom FTDT applies .

Suggested time: 2 hours

For more information or to book a training session please contact us.