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Div 7A: The Bendel case and ATO targets

8 May 2025 12:00PM – 1:15PM AEST
Tax concepts

$213.64 +GST

Audience

This training is recommended for:

  • Accountants working in public practice
  • All practitioners working with tax
Audience

Learning outcomes

On completion, participants will be able to:

  • Deal with UPEs following the Bendel case
  • Get the process and tax treatment right
Learning outcomes

Relevancy

This webinar will be presented live 08/05/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

Division 7A is a perennial problem area and clients continue to face harsh tax outcomes as a result of failing to identify and deal with Division 7A issues. Common myths and misunderstandings around Division 7A often lead to poor tax outcomes for clients.

The Division 7A: The Bendel case and ATO targets webinar focuses on the Division 7A issues that cause the most problems, including loans to related entities and integrity rules around repayments. We explain how to identify Division 7A issues and what needs to be done to prevent clients from being taxed on deemed unfranked dividends. The small details can make a big difference to the tax treatment.

With the ATO losing its appeal in the Bendel case we also look at what this means for unpaid distributions owing to corporate beneficiaries and the practical issues that flow from this case.

The ATO has been active in trying to educate clients and tax practitioners on Division 7A in recent years, so we will take a look at the areas of Division 7A that have received more attention from the ATO. Practitioners and clients who fail to keep up could be in for a nasty surprise.

What we cover:

The Division 7A: The Bendel case and ATO targets webinar explores the practical issues that practitioners come across time and time again, including:

  • Identifying when loans fall within the scope of Division 7A
  • Whether loans on commercial terms can escape Division 7A
  • Determining how unpaid distributions from trusts to companies should be treated as loans for Division 7A purposes and the flow-on impact this can have
  • Clearing up the most common myths and misconceptions in this area
  • Understanding the interaction between Division 7A and section 100A
  • The Division 7A issues that are often overlooked and how to deal with them
 

Registration to this event includes:

  • 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
 
Michael Carruthers round

Presented by

Michael Carruthers
Tax Director
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
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