Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
88607
Recorded Webinars

Recorded Webinar: The Impact of Division 7A Outstanding Loans from Private Companies on Deceased Estates

The existence of Division 7A loans in a deceased estate can cause complications and headaches for the LPR and beneficiaries. This session explores the issues that can arise and some tips along the way, including: Can a Division 7A deemed dividend apply to the LPR that would hav

Date/Time

About the Webinar

The existence of Division 7A loans in a deceased estate can cause complications and headaches for the LPR and beneficiaries. This session explores the issues that can arise and some tips along the way, including:

  • Can a Division 7A deemed dividend apply to the LPR that would have applied to the shareholder if not for death? (ATO ID 2002/741)
  • Will a deemed dividend apply to the LPR if the debt is forgiven post death? (ATO ID 2012/77)
  • Does a company forgiving a Division 7A loan to a deceased shareholder pre or post granting of probate make a tax difference?
  • Will the commercial debt forgiveness rules apply to a deceased estate if a company forgives a Division 7A loan post death?
  • What is the outcome if the deceased estate cannot repay the loan?
  • Strategies pre death to simplify post death estate administration
  • Strategies for dealing with Division 7A loans in the deceased estate
  • Practical examples

Presented By

Arthur Athanasiou
Partner, Thomson Geer Lawyers Melbourne, Vic

Arthur is a Partner with Thomson Geer Lawyers, and is an Accredited Tax Law Specialist and a widely published writer on taxation issues having written many articles and books on taxation.  He regularly appears in the mainstream media, and presents at tax seminars and discussion groups. Arthur qualified as a Chartered Accountant in 1987, and has held senior taxation and management positions in the transport and motor vehicle industries.

He has extensive experience in all areas of direct and indirect taxation and main area of practice is dispute resolution, particularly in the SME sector, with both the ATO and the SRO.

Arthur has many years of experience in complex tax litigation and tax audit negotiations and settlements, as well as broad experience in the taxation of entities, with an emphasis on Division 7A.

Arthur is a former President and Life Member of the Tax Institute, chair of the Tax Law Specialist Accreditation Board and was appointed as Adjunct Professor La Trobe University Law School in January 2019. He has been recognised as a Leading Tax Lawyer in Victoria by Doyles (2017 – 2024) and also in Trusts and Estates by Best Lawyers (2022-24).

Who Should Attend?

This webinar is suitable for accountants and lawyers 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 1.25 CPD hours. Lawyers can claim 1.25 CPD units/points – substantive law. 

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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]

Go to top