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Instructions for companies, partnerships and trustsFamily trust election, revocation or variation 2017 Election form and explanatory notes for 1 July 2016 30 June 2017WHEN TO USE THE FAMILY TRUST

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How to fill out family trust election

01

Gather all necessary documentation, including the family trust election form.

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Fill out the family trust election form accurately and completely.

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Provide all required information, such as the details of the trust and the beneficiaries.

04

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Who needs family trust election?

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Individuals or families who have established a trust to hold their assets.

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What is family trust election?

A family trust election is a formal election made by a family group to treat certain family members and related entities as a 'family group'.

Who is required to file family trust election?

Family groups who want to distribute trust income in a tax-effective manner are required to file a family trust election.

How to fill out family trust election?

Family trust elections can be filled out online through the Australian Taxation Office website or by completing the relevant form and submitting it to the ATO.

What is the purpose of family trust election?

The purpose of a family trust election is to enable a family group to distribute trust income to family members in a tax-effective manner.

What information must be reported on family trust election?

Information such as the family members included in the election, the trustee details, and the income distribution details must be reported on a family trust election.

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