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Recorded Webinars

Recorded Webinar: Family Trust Elections: Staying on the Right Side of an ATO Audit

Non-compliance with the requirements and conditions of a FTE can result in nasty tax consequences. In an ATO audit determining compliance is usually black and white. This session covers areas to be aware of to ensure you stay on the right side: What is an

Date/Time

About the Webinar

Non-compliance with the requirements and conditions of a FTE can result in nasty tax consequences. In an ATO audit determining compliance is usually black and white. This session covers areas to be aware of to ensure you stay on the right side:

  • What is an FTE and how do you make it?
  • What is a test individual and a family group?
  • Why make a FTE?
    • Trust losses
    • Franking credits
    • Small Business Restructure Rollover
  • Family Trust Distribution Tax issues
  • Revocation of FTEs and varying the test individual
  • Dealing with loss entities and making FTEs

Presented By

Edward Hennebry
Senior Associate, Sladen Legal Melbourne, Vic

Edward is a Senior Associate in the Business Law team at Sladen Legal.

Edward commenced his career in the ATO’s Tax Counsel Network and Review and Dispute Resolution business lines, gaining first-hand knowledge of the tax dispute and resolution process.

Since leaving the ATO, Edward has worked in a number of large accounting and national law firms, enabling him to diversify his knowledge of prevalent tax and commercial issues that affect private clients and family groups across a wide range of industries.

Edward’s principal areas of practice are:

  • Federal income tax and GST advice including obtaining ATO Private Rulings.

  • Dispute resolution with revenue authorities and mitigation of administrative penalties/interest.

  • Tax effective business restructures (utilising CGT rollovers and Small Business CGT Concessions).

  • Tax effective commercial agreements and contracts.

  • Trust law advice and review of trust deeds.                                                                       

Professional associations:         

  • Tax Institute of Australia (TIA) – Fellow.

  • Member of the TIA’s National SME Tax Technical Committee.

  • Volunteer supervisor at the Melbourne Law School Tax Clinic.

Who Should Attend?

sing in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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