Division 7A Agreement

Div 7A Loan Agreement - Cost $110 Incl. GST

Order Now

Our easy to fill online form generates a Division 7A agreement and other related documents instantly.

  • The agreement conforms to criteria as required by law and can be used in the following circumstances.
    • Where a Pty Ltd company makes a loan to its shareholder or an associate of a shareholder;
    • Where a company has an unpaid present entitlement from net income of a trust and a loan is made by the trust to a shareholder or an associate of shareholder of such company.
  • Division 7A pricing - $110 (incl. GST)
  • Print Bundle Pricing - $75 (incl. GST) – Same day delivery for Sydney metro area if order placed before 10am
  • Takes less than 5 minutes to complete the form
  • All legal documents written in simple and easy to understand language by Batallion Legal – a boutique law firm based in Sydney
  • Money back guarantee

Benchmark Interest Rates

Order Now
Year of income ended 30 June % Reference
2021 4.52 This is the 'Indicator Lending Rates - Bank variable housing loans interest rate' published by the Reserve Bank of Australia on 2 June 2020.
2020 5.37 This is the 'Indicator Lending Rates - Bank variable housing loans interest rate' published by the Reserve Bank of Australia on 4 June 2019.
Note: Annual Taxation Determinations for the benchmark interest rate are no longer published.
2019 5.20 TD 2018/14
2018 5.30 TD 2017/17
2017 5.40 TD 2016/11
2016 5.45 TD 2015/15
2015 5.95 TD 2014/20
2014 6.20 TD 2013/17
2013 7.05 TD 2012/15
2012 7.80 TD 2011/20
2011 7.40 TD 2010/18
2010 5.75 TD 2009/16
2009 9.45 TD 2008/19
2008 8.05 TD 2007/23
2007 7.55 TD 2006/45
2006 7.3 TD 2005/31
2005 7.05 TD 2004/28
2004 6.55 TD 2003/19
2003 6.3 TD 2002/15
2002 6.8 TD 2001/20
2001 7.8 TD 2001/1
2000 6.5 TD 1999/39
1999 6.7 TD 98/21

Why Us

Order Now
  • Easy and Simple Form.
  • Up to date legal documentation in conformity with latest changes to the law
  • Online Storage - You can manage all your legal documents on our smart document retrieval system. All documents are stored on our website for ever, secured by your user name and password, for future downloads
  • Decades of experience in providing legal documents
  • High Quality Legal Documents
  • Express Print and Delivery Service (optional)
  • Free Online and Phone support from highly experienced professionals

Frequently Asked Questions

Order Now

Division 7A is part of the Income Tax Assessment Act 1936 which relates to loans made by companies or trusts to shareholders or associates of shareholders. It is an anti-avoidance provision which aims to prevent tax free distributions of company profits as loans which either remain outstanding or are forgiven altogether.

If a shareholder or an associate of shareholder borrows money from a Pty Ltd company or where a Pty Ltd company has an unpaid present entitlement to income of a trust and the trust makes a loan to a shareholder or an associate of shareholder and such loan is not fully repaid by the lodgement or the due date for the lodgement of the company’s income tax return, whichever is earlier then such loan can be caught in the provisions of Division 7A.

Such loan will be treated as unfrankable deemed dividend and this situation can entail double taxation of the income. However loans made under a written agreement executed within the required timeframe, meeting the benchmark interest rate * and maximum term criteria and which provide minimum yearly repayments can avoid being caught in the provisions of Division 7A.

  • Invoice
  • Div 7A Loan agreement
  • Div 7A loan agreement execution page
  • Instruction sheet on what to do next

Before you purchase our Division 7A Loan Agreement, you must ensure that you have taken suitable accounting and legal advice.


CLIENT TESTIMONIALS

I have been using Trust Deed dot Com for quite some time now and find their service second to none. Their order forms are easy to navigate with hints & tips along the way. Their post order review of (particularly) Trust Deeds is a valuable and very much appreciated free service!

Joan Drew
B.Bus FIPA
Joan L Drew & Associates (Public Accountants / Registered Tax Agents)

As a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services.

Dickson Hong
CPA
Registered Tax Agent
Registered ASIC Agent
TAXATION BUSINESS SERVICES

JOIN US

Learn how to grow your wealth and pay less tax.

Our Wealth Creator writers reveal the secrets of how to easily reduce tax and create more wealth. Once you learn these simple but ingenious strategies, it will be like giving yourself a 20% pay rise, tax free!

More Information

How to use our service?

Phone : 02 9684 4199
Email : sales@trustdeed.com.au

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service. Please visit http://www.batallion.com.au

Register/Login Now

New User

To purchase anything from our website you need to register once, - registration is free.

Register Now

Existing User

Log in now to order a new document

Login