Family Trust Election and Interposed Entity Election
Form number: NAT 2787 (FTE); NAT 2788 (IEE)
Discretionary trusts lodge a Family Trust Election (NAT 2787) to specify the family group individual, enabling access to CGT small business concessions, franking credits, and trust loss provisions; an Interposed Entity Election (NAT 2788) allows related entities to join the family group.
Official source
ato.gov.auRelated topics
family trust electionFTE ATOinterposed entity electionIEE ATONAT 2787NAT 2788discretionary trust electionfamily trust CGT concessionfamily trust distribution taxFTDTtrust loss provisionsfamily group trustfamily trust franking creditstrust tax return electionspecified individual trust
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