Your shopping cart is empty

New client - Existing problems

Published on 11 Mar 2014 | Took place at Perpetual, Perth, WA

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 advisers face when taking on a new client – Division 7A. From payments and loans to shareholders through to the new rules on inpaid present entitlements, this event provided an introduction to the issues that advisers need to be aware of to ensure their new client is compliant with Division 7A. It also briefly covered other compliance problems the new adviser may face.

Individual sessions

New client – Existing clients

Author(s):  Rosalie Cattermole

This paper covers:

  • case study: Loan and payment by company
  • case study: Payment to trust
  • case study: Use of company assets
  • case study: Distributable surplus.
Materials from this session: