Map the family group before a distribution outside the usual beneficiaries
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Assemble the family tree, the lodged elections and the entity records into a draft group map and proposed-beneficiary list, working under the lawyer's direction on who the specified individual is and which entities have elected.
- What the lawyer must review
- Confirm the specified individual and the income year specified in the election as lodged, test each entity against the family group definition rather than against the family tree, and confirm whether any variation or revocation of the election has been lodged and within time.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Assemble the family tree, the lodged elections and the entity records into a draft group map and proposed-beneficiary list, working under the lawyer's direction on who the specified individual is and which entities have elected. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Confirm the specified individual and the income year specified in the election as lodged, test each entity against the family group definition rather than against the family tree, and confirm whether any variation or revocation of the election has been lodged and within time.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Family group map before a distribution from a trust that has made a family trust election | Checklist | AI use Yellow | Map of who the ATO page, updated 20 October 2026, treats as in the family group of the individual specified in a family trust election, before a distribution is made outside the usual beneficiaries. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.ato.gov.au/businesses-and-organisations/trusts/family-trusts · 2026-09-27
- https://www.ato.gov.au/forms-and-instructions/family-trust-election-revocation-or-variation-2026-instructions/how-to-get-a-family-trust-election-revocation-or-variation-2026 · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.