Danielle Constantine

Danielle Constantine

William Buck

Danielle is a Principal in the specialist Tax Services team at William Buck. Danielle provides practical and technical solutions to a variety of clients and other practitioners, specialising in the mid-market. Her experience ranges from capital gains tax, acquisitions and restructuring, small business CGT concessions and tax consolidation through to residency and managing ATO reviews or audits. Danielle regularly presents tax updates and training to both internal and external stakeholders.

All Sessions by Danielle Constantine

2:00 pm - 3:00 pm

Session 23.1: Family Trust Elections and the Family Court

SME STream

Most practitioners understand that, subject to certain limited exceptions, a Family Trust Election (FTE) cannot be modified or revoked, but often overlook the impact of divorce and the power of the Family Court to modify FTEs.

This session will explore the issues to consider in this misunderstood area:

  • Impact of divorce on FTEs and test individuals
  • Family Court changes to the test individual in the event of marriage breakdown
  • Steps to implement a change to an FTE
  • Marriage consent orders and
  • Importance of collaboration between financial advisers and lawyers in family law matters.