CPN Roadshow 2026: Family Trust Elections | Mornington

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:

Mornington Golf Club

Tallis Dr, Mornington VIC 3931

Thursday, 23 April 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 Monday, 20 April 2026

Breakfast will be provided. Please advise any dietary requirements when registering.

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