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101179
Recorded Webinars

Recorded Webinar: Division 7A, Section 100A and Other Inter Entity Loan Issues Impacting the Estate Plan

A balance sheet review of loans between associated entities is a necessary, yet sometimes overlooked, procedure in developing an estate plan. Unravelling these loans after the death of an affected party without proper forethought can be messy and result in unintended consequences.
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

A balance sheet review of loans between associated entities is a necessary, yet sometimes overlooked, procedure in developing an estate plan. Unravelling these loans after the death of an affected party without proper forethought can be messy and result in unintended consequences. This session explores the issues and strategies available when such loans are identified, including:

  • What are the issues arising with associated entity loans that are going unaddressed until a deceased estate is being administered?
  • Addressing issues where loans owing to a deceased estate are funding business operations
  • How to deal with Division 7A loans and issues in the estate plan
  • The unforeseen tax implications that may arise when writing off loans by journal entry
  • How timing the forgiveness of a loan can impact the tax outcome (ATO ID 2012/77)
  • Is recent ATO section 100A guidance material impacting on estate planning?
  • How to manage loan issues associated with bucket companies
  • Strategies pre death to minimise adverse tax consequences for a deceased estate, including:
    • reviewing dividend policies and the impact on loans
    • ensuring loans are tax compliant
  • Case study

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 lawyers and accountants throughout Australia who advise in estate planning matters. 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/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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]

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