Division 7A Agreement

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  • Benchmark Interest Rates
  • Why Us
  • Frequently Asked Questions

Div 7A Loan Agreement - Cost $55 Incl. GST

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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 - $55 (incl. GST)
  • Print Bundle Pricing - $65 (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

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Year of income ended 30 June % Reference
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

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  • 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)
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Frequently Asked Questions

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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.



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I will happily recommend their services to anyone.

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CPA
B.I.T. Accountants

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