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Loans and UPEs – Do we need a company bypass… Or maybe even a trust transplant?


This paper covers:

  • Division 7A
  • recommended changes
  • Division 7A and UPE strategies
  • life for Division 7A strategies after 1 July 2018.

Author profile

Gregory Travers CTA
Greg is the Director in charge of the Tax services division of William Buck in Sydney. His clients are predominantly private businesses, both Australian and foreign businesses, as well as higher wealth individuals and families. Greg’s work includes advising on issues and transactions, such as restructuring, exit strategies, business acquisitions and international expansion, along with referrals from accountants, lawyers and other advisers. Greg is an experienced presenter, the author of the title, The Tax Advisor’s Guide to Part IVA, published by The Tax Institute and Asia Pacific Chair of the Praxity Global Tax Committee. - Current at 15 June 2022
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This was presented at 24th Noosa Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Workshop 2: Division 7A & Division 152

Author(s):  Paul Banister,  Ash CHOTAI,  Stuart Glasgow,  Linda FARMER,  Brian Richards,  Neal DALLAS,  Maggie Millar

Materials from this session:

Workshop 3: Part IVA

Author(s):  David W MARKS

Materials from this session:

Private company capital management – Part 2

Author(s):  David MARSCHKE,  Caitlin Murdock

Materials from this session:

Workshop 1: Capital management issues

Author(s):  Scott McGill

Materials from this session:

When will Part IVA be an issue with SME reorganisations

Author(s):  Kirsten FISH,  Simon STEWARD

Materials from this session:

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