CPN Roadshow 2026: Family Trust Elections | Traralgon
CPN Road Show 2026 Managing an aging SMSF client base
CPN Road Show 2026
Family Trust Elections & Interposed Entity Elections
Family trust elections are firmly in the ATO spotlight this year, identified as one of the ATO’s seven key targets for compliance action. While FTEs can play an important role in preserving trust losses, company losses and franking credits, they can also lead to significant tax complications if they are not managed properly. With increased scrutiny expected, personal liability for directors, limited abilities to correct errors and an unlimited period of review, now is an ideal time to revisit your understanding. In this session, specialists from our tax team will equip you with the tools and detailed knowledge you need to confidently review your clients’ positions and support them in meeting their obligations.
In this session we will cover:
- Family Trust Elections and Interposed Entity Elections refresher
- Family group and Family Trust Distribution Tax
- What can go wrong and possible solutions
- Case studies and examples
Event details:
Century Inn
Friday, 27 February 2026
Time: Registration at 7.30am for 7.45am start - 9:00am
CPD: Delegates are entitled to 1 CPD per hour
Cost: CPN member $40 | Non members $60
RSVP: By COB Tuesday, 24 February 2026.
Breakfast will be provided. Please advise any dietary requirements when registering.
CPN Road Show 2026 Managing an aging SMSF client base
CPN Road Show 2026
Family Trust Elections & Interposed Entity Elections
Family trust elections are firmly in the ATO spotlight this year, identified as one of the ATO’s seven key targets for compliance action. While FTEs can play an important role in preserving trust losses, company losses and franking credits, they can also lead to significant tax complications if they are not managed properly. With increased scrutiny expected, personal liability for directors, limited abilities to correct errors and an unlimited period of review, now is an ideal time to revisit your understanding. In this session, specialists from our tax team will equip you with the tools and detailed knowledge you need to confidently review your clients’ positions and support them in meeting their obligations.
In this session we will cover:
- Family Trust Elections and Interposed Entity Elections refresher
- Family group and Family Trust Distribution Tax
- What can go wrong and possible solutions
- Case studies and examples
Event details:
Century Inn
Friday, 27 February 2026
Time: Registration at 7.30am for 7.45am start - 9:00am
CPD: Delegates are entitled to 1 CPD per hour
Cost: CPN member $40 | Non members $60
RSVP: By COB Tuesday, 24 February 2026.
Breakfast will be provided. Please advise any dietary requirements when registering.
Good to know
Highlights
- 1 hour 30 minutes
- In-person
Refund Policy
Location
Century Inn
5 Airfield Road
Traralgon, VIC 3844
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