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Special Tax & Superannuation Topics 2023-24 - Family trust elections & interposed entity elections



A family discretionary trust is a very useful structure when used correctly. One key tool to make the most of a family discretionary trust is the family trust election (FTE) and the closely related interposed entity election (IEE). Attendees of this session will build a practical understanding of when FTE's and IEEs are required and when they are not, as well as being able to highlight potential long-term issues stemming from their use.

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On successful completion of this topic, participants should be able to:
  • Demonstrate an understanding of the reasons why a trust may make an FTE
  • Demonstrate an understanding of the negative consequences of making an FTE
  • Demonstrate an understanding of the costs and benefits of making an IEE
  • Demonstrate an understanding of intergenerational issues that may arise from making FTEs

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Continuing Professional Development Hours

The content covered in this topic constitutes verifiable CPD for CA ANZ, has been assessed for ASIC and FASEA CPD and also meets the Tax Practitioners Board's CPE requirements.

PER SESSION

CA ANZUp to 1.5 CPD hours
Tax Practitioners BoardUp to 1.5 CPD hours

Related packages

Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions.

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This series is presented by our Senior Tax & Superannuation trainers:  
 
 
Chris Schoeman, Associate Director, MKT Taxation Advisors
 
Chris is a Fellow member of Chartered Accountants Australia and New Zealand (CAANZ) and Chartered Tax Advisor, he has a Bachelor of Commerce majoring in Accounting and Business Law from Curtin University. Chris joined MKT in 2013 as a Tax Manager – Private Groups where he specialises in Self-Managed Superannuation and Tax matters related to Private Groups including ATO High Wealth Reviews. Chris is also a member of various committee’s for Chartered Accountants Australian and New Zealand including the Public Practice Panel and WA Regional Council, positions he has used to advocate for Tax Agents and smaller practice on a range of issues.
 

Bruce Thomas, Senior Tax and Superannuation Trainer, CA ANZ  

Bruce Thomas Senior Tax and Superannuation Trainer Bruce has written and presented training on a wide range of topics, including the tax aspects of real estate transactions, fringe benefits tax (FBT) and salary packaging. Bruce was previously a tax manager with William Buck Chartered Accountants where he advised clients on the application of the goods and services tax, FBT and other government charges. He worked for the Australian Taxation Office for 17 years, including as a senior officer dealing with technical issues involving the GST.  

 
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EVENT DETAILS


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 1.5 hours