Keeping your Clients Safe from Division 7A Online Seminar

In our first seminar dedicated to Division 7A, we will take you through all of the fundamentals that you need to know and then delve into many of the more complex provisions you must be aware of to protect your clients. 

Loaded with examples, tips and traps as well as easy-to-follow explanations, some of the areas we will be covering include:

• Shareholder loans and complying loan agreements including all the documentation and timing requirements to successfully avoid deemed dividends
• Tips and traps when repaying a shareholder loan including how to utilise ‘off-set’ arrangements effectively
• The circumstances where the forgiveness of a shareholder loan does not trigger a deemed dividend
• A comprehensive discussion on all the ‘Exceptions’ to Division 7A, as well all the situations where the Commissioner can overlook a deemed dividend
• The ATO NEW approach to dealing with bucket company UPEs, including transitional arrangements and planning strategies to protect the trust’s cashflow
• How to identify the scenarios where a client may have attracted the Interposed Entity Provisions

All delegates will receive:

• Comprehensive PDF notes (printed notes are available for an extra $30);
• Full suite of Division 7A and UPE precedent agreements; and
• 3.5 hours of CPD.

Presented by Nick Connell and Fatma Hashim on behalf of NTAA.