Single Product

Family Trust elections are an essential consideration to every private family that utilises Family Trusts to hold their assets and manage family funds. It is therefore important that all the consequences are carefully considered or the tax consequences can be severe. Join Associate Director Chris Schoeman as he covers the following essential considerations for making family Trust and interposed entity elections:

1. Reasons for making Family Trust Election and Interposed Entity Election;
2. Consequences of making a Family Trust and Interposed Entity Election;
3. Estate Planning implications of Family Trust Elections;
4. Impact of Family Breakdown on Family Trusts.

Family Trust Elections – Be Careful Who You Set as the Centre of the Family Group

Cost:              $200 per attendee (PAN members vouchers redeemable)
Recorded:      11th September 2024
Duration:        90 Minutes

Our recorded Webinar covering the entire presentation together with the notes & slides.

**This session will qualify for 1.5 hours Structured CPD/CPE for CPA, CAANZ, IPA, TPB and Tax Institute members**

This download contains the following files:

The PowerPoint presentation (PPT)

The Notes for the case study (PDF)

The solutions for the case study (if applicable)(PDF)

**** Please note that once purchased, a link to the webinar will be sent to you in a separate email within 2 working days. *****

(The webinar will be available online within 2 working days of the session.)

Please RSVP by no later than Friday, 6th September by clicking here or contact Sarah Watkins on 08 9481 8448.