The Next Level: Family Trust Elections
Recorded June 2022.
When, why and how should you make a Family Trust Election (FTE) or an Interposed Entity Election (IEE) and what are the consequences? This webinar will help you answer all your FTE questions and more.
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.
Price
Individual - $143
Team - $429 (up to 6 team members)
If you wish to purchase a team registration, please create an account and login.
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.
Lynne Gibson
Senior Tax Trainer, TaxBanter
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.
She has managed clients’ affairs, delivered tax advice and been responsible for staff development and training as a partner in a Sydney CBD Chartered Accounting practice. Before becoming a partner Lynne worked to a senior level in a number of public accounting practices including a Big 4 CA practice, advising in taxation, audit and accounting matters to a diverse range of clients including many family groups and corporate clients covering many industries. Lynne also has professional affiliations at a senior level.
Nicole Rowan
Senior Tax Trainer, TaxBanter
The Next Level: Family Trust Elections
TaxBanter
1 modules
Investment per person: $ 143.00
Team cost: $ 429.00
You can’t use team rate, please either signup or login to access team rates