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Companies, Dividends & Year-End Tax Planning Webinar

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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.

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AU $195 members
AU $235 non-members

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Register Office*

AU $520 members
AU $595 non-members

Register Office*

Knowledge Shop members, register through the portal for the discounted rate
(new portal | old portal)

Total 1.25 CPD Hours (est.)

Details

Recorded: 18 April 2024

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided once the webinar recording has been accessed.

*Office Registrations. Maximum 15 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.