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CPD 1.5 hours On Demand Course Online

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

Maximize family discretionary trust benefits with FTEs and IEEs, learning when and when not to use them and understanding potential long-term issues.

$113.64

non-member : $136.36

Description

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.

Presenter

Other