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New Client, Existing Problems

Published on 20 Mar 2012 | Took place at Edwards Marshall, Adelaide , SA

All new clients will inevitably come with their own history of compliance, whether good or bad. This event looked at how to deal with one of the most common issues advisors face when taking on a new client - Division 7A. From payments and loans to shareholders through to the new rules on unpaid present entitlements.

This event provided an introduction to the issues that advisors need to be aware of to ensure your new client is compliant with Division 7A.

Individual sessions

New client, existing problems

Author(s):  Sarah McEachern,  Nari Whittaker

This presentation covers:

  • how does Division 7A work?
  • TR 2010/3
  • distributable surplus
  • loan agreements
  • private use of an asset
  • excluded loans.
Materials from this session: