Young Tax Professionals - Session 1: New Client - Existing Problems

All new clients will inevitably come with their own history of compliance, whether good or bad. This session will look at how to deal with one of the most common issues advisers face when taking on a new client • Division 7A.

From payments and loans to shareholders through to the new rules on Unpaid Present Entitlements, this session will provide an introduction to the issues that advisers need to be aware of to ensure their new client is compliant with Division 7A.

It will also briefly cover other compliance problems the new adviser may face.