This on-demand session is available to watch instantly after purchase at the time of your choosing and will expire within 12 Months of purchase.
Date recorded: February 2024
Div 7A has always been a challenge to manage and especially to explain it to our clients. This session will revisit Div 7A from the position of our clients based on current and new laws and then unpack planning required to get them ready for the future.
Topics Covered:
- Intro to Div 7A
- What is included and what isn’t
- How to explain this exposure to clients
- How do we effectively manage it
- New developments and timelines
Benefits and Learning Outcomes:
This session will provide a refresher on the exposure to Div 7A now and planning for the future. It will provide practitioners with strategies, tactics and a toolbox to have meaningful discussions with clients in managing their tax affairs.
Recommended For:
All practitioners dealing with clients in the private company space feel that putting a new lens on Div 7A will enhance client engagement.
Meet Your Speaker, Lisa Greig:
Lisa Greig is a fellow practitioner with small business clients. She balances her time between running her own practice and sharing her extensive knowledge and experience to all levels of the profession.
Her sessions always focus on practical insights, having firsthand understanding of the issues and frustrations facing public practice and matters important to clients.
Lisa presents the annual TAG sessions in Victoria and WA as well as sessions on specific areas that are changing or attracting the attention of regulators.
