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When is a loan a loan? Tax aspects presentation

Published on 20 Sep 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • recent Division 7A changes
  • issue in forgiving loans
  • strategies for solving Division 7A problems as set out in PS LA 2007/20
  • debt equity rules, SME carve-outs
  • loans as traditional securities - tax issues.

Author profile:

Christopher Wookey CTA
Chris is a principal in the tax consulting division of Deloitte Private in Melbourne. He has nearly 30 years' experience in the chartered accounting profession and is a member of The Tax Institute's Victorian State Technical Resource Committee as well as a regular presenter at its events. His experience, centred on issues encountered by private groups, includes advising about the tax treatment of accessing wealth accumulated in various structures such as trusts, superannuation funds and especially companies. Current at 10 May 2016 Click here to expand/collapse more articles by Chris WOOKEY.
 

This was presented at When is a Loan a Loan?.

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Individual sessions

Some legal aspects of loans

Author(s):  Michael BEARMAN

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