Single Product

Ross Prosper, Principal, will work through the following areas with attendees;

• Identifying the different kinds of transactions that are caught by Division 7A;
• The impact of the Bendel decision on Division 7A and trust UPEs – where to from here?
• Are unit trusts caught by Division 7A?
• What is currently on the ATO’s watchlist?
• The ATO’s current position when conducting reviews including s109RB Discretions, Audit adjustments and time limit

We will also work through a practical example of applying Division 7A to Trusts for UPEs vs loans.

Cost:                  $200 per attendee (PAN members vouchers redeemable)
Recorded:       Friday the 7th of March 2025 at 9.30 am (Registration from 8.50 am)
Duration:        90 Minutes

**This session will qualify for 1.5 hours Structured CPD/CPE for CPA, CAANZ, IPA, TPB and Tax Institute members**

Our recorded Webinar covering the entire presentation together with the notes & slides.

The download contains the following files:

The PowerPoint presentation (Microsoft Office 2010)

The Notes for the case study (PDF)

The solutions for the case study (PDF)

**** Please note that once purchased, a link to the webinar will be sent to you in a separate email. *****

(Please note, the webinar will be available online within 2 working days of the session.)

Please RSVP by no later than Thursday, 06 March by clicking here or contact Sarah Watkins on 08 9481 8448.