Companies, Dividends & Year-End Tax Planning Webinar

Maximising opportunities, eliminating risks and getting the process right

Managing the complexities of the franking system
The right procedures, the right tax treatment
Using dividends to make Division 7A loan repayments

A Live Instructor Led Webinar

The corporate tax system and franking rules are complex, and changes in recent years have made this area more difficult to deal with in practice. There are a wide range of specific problem areas that company clients face, particularly when they want to extract profits.

The Companies, Dividends & Year-End Tax Planning Webinar focuses specifically on dividend payment issues with the aim of ensuring that your clients are following the right procedures and are getting the tax treatment right. This includes the steps that need to be followed to ensure that Division 7A loan repayment arrangements involving dividends are effective for tax purposes.

Total 1.25 CPD Hours (est.)

Details

Recorded Thursday, 22 May 2025

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and individual recording access will be provided to all attendees.

What we cover

This practical session is essential for any client-facing accountant involved with clients who use companies for business or investment activities.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • When a company is allowed to pay a dividend
  • Determining when the dividend should be taxed in the hands of the shareholders
  • The conditions that need to be met in order to be able to attach franking credits to dividends and the situations when the ATO won’t allow dividends to be franked
  • Navigating the maximum franking rate rules
  • Managing the interaction between the company tax rate and franking rate rules
  • Using dividends to make Division 7A loan repayments – make sure the process will stand up to ATO scrutiny
  • Managing franking deficit tax issues and the concessions that can apply to private companies
  • Integrity rules that need to be considered when paying dividends

Our presenter

Tax Adviser, Knowledge Shop

Rae Ni Corraidh

Rae Ni CorraidhRae is an experienced tax advisor and trainer focused on helping practitioners apply complex tax rules to real life scenarios.  She has a genuine passion for helping practitioners find a solution to the tax problems that their clients face (and sometimes unwittingly cause). 

She understands the challenges faced by practitioners and brings a wealth of practical experience to Knowledge Shop workshops and webinars to ensure participants walk away with the knowledge and tools they need to help their clients navigate the technical issues they are facing. 

Rae holds a Masters in Commerce specialising in tax and has over 20 years tax experience in professional services firms, ten in Big 4 firms both in Australia and internationally and has held management positions in mid-tier firms. 

 

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online
education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.