Bendel Video
Unpaid Present Entitlements and Division 7A Loans
Bendel Case: A Landmark Tax Decision That Changes Everything
Are you an accountant or tax advisor managing private business structures? The recent Full Federal Court ruling (19 February 2025) in the Bendel Case has just rewritten the rules on unpaid present entitlements (UPEs) and Division 7A compliance. This is the most significant tax decision in years—and you need to understand its impact on your clients.
In this 70-minute in-depth webinar recording, renowned tax expert John Jeffreys takes you through:
- The full story of the Bendel Case—what happened, what was argued, and why this decision matters.
- The ATO’s stance on UPEs and Division 7A—and how the court’s ruling completely overturned years of tax practice.
- What this means for trusts, companies, and tax planning—how to adjust your approach moving forward.
- Practical guidance for accountants—should you lodge objections? What happens to existing Division 7A loan agreements? What about Section 100A risks? What about Subdivisions EA and EB of Division 7A?
- Predictions on the ATO’s next move—will there be an appeal, and how should you prepare?
This is essential CPD for tax professionals advising family businesses, trusts, and private companies.
- Purchase now to gain immediate access to the video recording.
- Upon purchase, you will receive a secure access link and password to view the content at any time.
Don’t get caught off guard—stay ahead of the changes. Order your copy today and make sure your clients are compliant with the latest tax law developments.