Division 7A Loan Agreement for Tax Effectiveness

Australian Capital Territory
New South Wales
Northern Territory
Queensland
South Australia
Tasmania
Victoria
Western Australia

Create this legal Document

Contact us to create this legal document.

Most Popular

Self Service

Create the document instantly yourself by entering the key details.

A$

99

Most Popular

Self Service

Create the document instantly yourself by entering the key details.

A$

99

Self Service

Self Service is not yet available for this document.

99

Lawyer Assisted

Create the document yourself with 30 mins help from a lawyer.

A$

220

Lawyer Assisted

Create the document yourself with 30 mins help from a lawyer.

A$

220

Lawyer Assisted

Lawyer Assisted is not yet available for this document.

Full Service

We create a bespoke document based on
your instructions.

From:

A$

220

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

Please turn your device to landscape mode to begin creating your document.

Thank you! Your message has been received!
Oops! Please check your details and try again.
No items found.

Why use a Division 7A Loan Agreement?

Division 7A of the Income Tax Assessment Act 1936 (Cth) (ITAA 1936) contains anti-avoidance provisions that are aimed at preventing private company shareholders from avoiding dividend taxation by accessing company profits in another form - eg, by way of a loan.

A loan from a private company to a shareholder or an associate of a shareholder may be deemed to be a dividend unless certain requirements are met.

A loan that complies with the criteria set out in section 109N of the ITAA 1936 (also known as a Division 7A Loan Agreement) will be exempted from being deemed to be a dividend.

Such a loan must be in writing and, amongst other criteria, must meet certain minimum interest rate and maximum term requirements.

This document uses Embedded Lawyer-Logic™ to create a compliant Division 7A Loan Agreement for a loan and/or loan facility.

Flexible Division 7A Loan Agreement Arrangements

✅ Any amount advanced after a particular date will be captured under the terms of this Division 7A Loan Agreement;

✅ The facility can start at the beginning of the relevant income tax year or on the day the Division 7A Loan Agreement is signed;

✅ Specific details of advances made before the date of the Division 7A Loan Agreement can be included; and/or

✅ Obligations to repay advances to be made in the future can be created.

Social Sharing Image: Courtesy of Jason Dent on Unsplash

Test your knowledge and get a discount for this document: take the .

Enter the code WHen you pay full price to Purchase one of the following Self Service documents:

No items found.

Re-Enter the code at checkout each time you buy the following documents to get a discount:

No items found.

Resources

What clients say

swipe left or right to view more testimonials
James has been great to work with. I called him on a Monday and by Tuesday he had a formal [19-Page] Concerns Notice sent to a person defaming me and my business. He stayed in touch throughout the day, kept me updated regularly and was diligent to ensure we were exercising all of my rights under the law. Thanks, James!

Crystal Polson | Defamation & Injurious Falsehood [Vic]

,

Google

23

May 2023

James was great, going above and beyond to help me with my enquiry. He provided detailed explanations with references to the appropriate regulations and case examples.

Siyuan W. | Landlord (NSW)

11

May 2023

We needed a really good lawyer and after doing our research we decided to contact Blue Ocean Law Group. James runs a very efficient service and has extensive knowledge of Defamation Law. Nothing was a problem. James would follow up with me regarding issues that had arisen. He dealt with each issue in a professional and ethical manner. James would explain every detail on the phone and the process could not have been easier!

Lake Macquarie Coastal Glass | Defamation Concerns Notice (NSW) [1 of 2]

,

Google Review not showing (Assume another AI error has occurred!)

3

Mar 2023

Blue Ocean Law Group's website has plenty of information in easy, layman's language that explains how Defamation Law works in Australia and from there, it was really easy to book an appointment online. James is a thoroughly professional Lawyer and it was a pleasure dealing with him. Keep up the good work, James! Cheers! ⭐️⭐️⭐️⭐️⭐️

Lake Macquarie Coastal Glass | Defamation Concerns Notice (NSW) [2 of 2]

3

Mar 2023

(Translated by Google) Lawyer James Ford was the best. He assisted me all the way through a dispute with a tenant who tried his best to extort money from the landlord due to a conflict with another tenant. James is reliable in his profession amongst lawyers in this field ... James patiently guided me, a landlord whose English is my second language, throughout the whole process ... It was because of his command that my case was turned from a disadvantage to an advantage. His charges are also very reasonable. So if you are a landlord I would highly recommend 'James Ford' to you.

Carol Ma | NCAT Landlord Tenant Dispute (NSW)

6

Feb 2023

Very helpful and thorough advice. James was able to explain the options available to us in detail, and the implications involved. He was knowledgeable and very professional. Would definitely go to him again.

Haim Zagroon

12

Jan 2023

James was very patient and understood my legal issues. He gave me the most detailed answer he could and extended the time as he wanted to give me the answers I needed. He was very knowledgeable in his area and was able to offer me insightful advice. Would highly recommend.

Wenyi

23

Dec 2022

Our case was unique. My client was based in Thailand and we needed a lawyer in Australia. After searching several firms in NSW we found Blue Ocean Law Group. James was very helpful. He explained the matter in detail via emails and on several occasions over the phone to us in Thailand. The resources on the firm's website were also very helpful in providing additional information for us. I would highly recommend James and will use him again if we need a lawyer in Australia.

Samram Laepong

18

Dec 2022

Great Service and very professional!

Zhang Rose | NSW Real Estate Agent + Landlord

22

Nov 2022