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Div 7A: The Bendel case and ATO targets

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The right process for managing Division 7A problems from the outset

Dealing with UPEs following the Bendel case
Getting the process and tax treatment right
ATO target areas

A Live Instructor Led Webinar

Division 7A is a perennial problem area and clients continue to face harsh tax outcomes as a result of failing to identify and deal with Division 7A issues. Common myths and misunderstandings around Division 7A often lead to poor tax outcomes for clients.

The Division 7A: The Bendel case and ATO targets webinar focuses on the Division 7A issues that cause the most problems, including loans to related entities and integrity rules around repayments. We explain how to identify Division 7A issues and what needs to be done to prevent clients from being taxed on deemed unfranked dividends. The small details can make a big difference to the tax treatment.

With the ATO losing its appeal in the Bendel case we also look at what this means for unpaid distributions owing to corporate beneficiaries and the practical issues that flow from this case.

The ATO has been active in trying to educate clients and tax practitioners on Division 7A in recent years, so we will take a look at the areas of Division 7A that have received more attention from the ATO. Practitioners and clients who fail to keep up could be in for a nasty surprise.

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AU $195 members
AU $235 non-members

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AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours (est.)

Date & Details

Thursday, 8 May 2025

Time
12:00pm - 1:15pm AEST (NSW, VIC, QLD, ACT, TAS)
11:30am SA & NT
10:00am WA

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

What we cover

The Division 7A: The Bendel case and ATO targets webinar explores the practical issues that practitioners come across time and time again, including:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Identifying when loans fall within the scope of Division 7A
  • Whether loans on commercial terms can escape Division 7A
  • Determining how unpaid distributions from trusts to companies should be treated as loans for Division 7A purposes and the flow-on impact this can have
  • Clearing up the most common myths and misconceptions in this area
  • Understanding the interaction between Division 7A and section 100A
  • The Division 7A issues that are often overlooked and how to deal with them

 

Our presenter

Tax Director, Knowledge Shop

Michael Carruthers

Michael CarruthersMichael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry.

He was a member of the advisory panel for the Board of Taxation, a member of the reference group for the Board’s review of small business concessions, and an expert panel member for the Board’s review of tax impediments facing small business.