In this webinar we will delve into the intricacies of Family Trust Elections (FTEs). Through the exploration of real-life case studies, we'll uncover practical tips and potential pitfalls associated with both making and managing FTEs.

Daniel Smedley presents the second of his two-part series on invalid trust distributions.

The validity of trust distributions is being scrutinised more and more frequently, with challenges arising not only from Australian Taxation Office reviews or audits, but also from beneficiaries questioning the trustee's management of the trust or their use of discretion in family succession disputes.

As more and more people use the internet to communicate and socialise, manage their bank accounts and purchase goods and services they are creating their own digital legacy. In this Webinar Daniel Smedley will discuss digital assets and the implications on estate planning.

I say unit trust you say fixed trust …

But let’s not call the whole thing off.

In this webinar we will outline the history in this area and the compliance approach that the ATO intends to apply when considering the allocation of profits by professional firms. The Draft PCG replaces the ATO’s Assessing the Risk: Allocation of profits within professional firms guidelines and the Everett Assignment web materials which were suspended on 14 December 2017. Whilst the draft PCG has some overlap with previous guidelines, there are also key differences that we will explain.

Shareholder agreements are most commonly associated with commercial arrangements amongst independent third parties. However, shareholder agreements or similar equity holder agreements can also be a useful tool for wealthy families to address their succession planning objectives.

This webinar looks at practical considerations of shareholder agreements in a succession planning context.

It has become quite common practice to make family trust and interposed entity elections to deal with carry forward losses and franked distributions without considering the impact on the future of the group.

Division 7A is a complex area for practitioners and business owners. This webinar will consider the implications of a move away from trusts as a business vehicle due to the problems with corporate beneficiaries and UPEs, among other concerns.