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FTE problem areas

2 Apr 2026 12:00PM – 1:15PM AEDT
Trusts

$215.00 +GST

Audience

This training is recommended for all practitioners working with tax.

Audience

Learning outcomes

What we cover 

While the family trust election rules have been in place for many years, practitioners still find the rules confusing. A lack of solid understanding of the rules places clients at risk of significant tax liabilities. This webinar helps to clarify when and how to use family trust elections correctly.  

  • When family trust elections should be used 
  • How to pick the most appropriate test individual 
  • How to work through the family control test 
  • The timing rules for putting an election in place 
  • When retrospective elections can be made 
  • How to determine whether interposed entity elections are required 
  • The hidden dangers of using interposed entity elections 
  • ATO guidance on penalty tax for family trusts 
  • When elections can be revoked or varied 
Learning outcomes

Relevancy

This webinar will be presented live 2/04/2026.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

Family trust elections can be a vital tool in protecting losses, protecting franking credits and when applying the small business restructure rollover relief, but they can also cause significant tax problems for clients if they are used incorrectly. With the ATO cracking down on family trust distribution tax in the last 12 months, it has become clear that this is one of the key risk areas that practitioners need to help clients navigate.  

This webinar will help your clients take advantage of the rules without triggering penalty tax rates under the family trust distribution tax rules. Once a mistake has been made in this area it is very difficult to fix the problem so understanding the rules and the key risk areas is crucial.

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • Recording and materials available to access for 3 months after the event 
  • Reference guide and slides  
Lee-Ann-headshot-4.png

Presented by

Lee-Ann Hayes
Head of Tax Education
TaxBanter

This webinar is presented by our partners at Knowledge Shop.

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.