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 election · FTE ATO · interposed entity election · IEE ATO · NAT 2787 · NAT 2788 · discretionary trust election · family trust CGT concession · family trust distribution tax · FTDT · trust loss provisions · family group trust · family trust franking credits · trust tax return election · specified individual trust
Related forms
FormFinder is not affiliated with any Australian government body. Always verify details on official websites. Not legal advice.
Get this form in FormFinder
Download the app to search, save, and get reminders for this form.
Get it on Google Play — freeDownload on the App Store