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Recorded Webinars

Recorded Webinar: Proactive Strategies for Division 7A: Preventing Issues and Resolving Challenges in Practice

Rarely is Division 7A out of the tax practitioner’s news. Either its tentacles are spreading wider than first thought, or the complexities of the Division are resulting in arrangements falling foul of the ATO. This session explores the issues encountered in practice, including:
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

Rarely is Division 7A out of the tax practitioner’s news. Either its tentacles are spreading wider than first thought, or the complexities of the Division are resulting in arrangements falling foul of the ATO. This session explores the issues encountered in practice, including:

  • Terms in a trust deed that are relevant to determining the Division 7A implications of UPEs
  • The issues when a private company beneficiary doesn’t call for payment of its entitlement to a trust distribution (Bendel and C of T Interim Decision Impact Statement)
  • How should accountants account for UPEs to beneficiaries if:
    • Bendel survives the appeal at the Federal Court?
    • the ATO is successful with its appeal?
  • Action to take if a UPE to a private company that was placed on a 7 or 10 year sub-trust arrangement matures (PCG 2017/13)
  • Situations in practice being inadvertently missed where Division 7A can apply to a loan from a private non-resident company
  • Tips to avoid Division 7A issues arising and the ATO relief available if they do
  • What credence should practitioners give to the previously announced targeted amendments to Division 7A?
  • Practical examples

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Who Should Attend?

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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